Partnership Built on Trust

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Continuing Your Journey to Protection and Peace of Mind

Our Purpose

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At The Estate Preservation Law Firm, we understand that planning for the future can feel overwhelming – but you don’t have to face it alone.  Our mission is to guide you with care, compassion, and understanding as you make the decisions that shape your life and your legacy.

We believe that estate planning and elder law are about far more than legal documents. They’re about protecting your independence, honoring your wishes, and giving your loved ones peace of mind. Every family has a story, and we’re here to listen to yours, to understand your values, and to create a plan that reflects what matters most to you.

Life is a journey, and your plan should change along the way. We’ll be here to help you maintain your independence and to ensure your final wishes are honored, so you can move forward with confidence, comfort, and peace of mind, knowing your future, and the people you love the most, are protected.

Our Fees

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Fee Schedule

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Client Review Conversation

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Regularly reviewing your estate plan is crucial for securing the future of your loved ones and maintains your peace of mind. By taking the time to revisit and update your plan, you can make sure that your wishes are accurately reflected and that your beneficiaries are well taken care of. Reviewing your estate plan also allows you to address any changes in your life circumstances, such as marriage, divorce, or the birth of a child, ensuring that your plan will work as you originally intended it to. Ultimately, reviewing your estate plan demonstrates your commitment to safeguarding the well-being of those you care about and provides peace of mind knowing that your affairs are in order.

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Benefits of a Review Conversation

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Keeps your Estate Plan current and top of mind
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Ensures proper asset alignment
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Provides Legal and Estate Tax Law Updates
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Identifies healthcare changes that may impact your plan

Schedule your Complimentary Client Review Conversation today. Click Here to Schedule →

Our Process

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1

We will reach out to you on or about the 2nd anniversary of your Plan Execution reminding you it’s time for your Client Review Conversation.

2

You update your personal and financial information in your Legacy Architects Client Vault to prepare for our conversation.

3

You schedule your complimentary Client Review Conversation.

4

We meet where you are comfortable to continue your family’s story and review any changes to your health, finances or family that may affect your current plan.

Schedule your complimentary Client Review Conservation today.

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