If you’ve been meaning to make an estate plan but haven’t gotten it done, you’re not alone. The estate planning process can seem overwhelming, which causes many people to put it off. But like other large tasks, estate planning is much easier when it’s broken down into manageable chunks—especially when you have the right guidance and support.
The Legacy Legal team is committed to making estate planning understandable and easy to navigate. From explaining legal terms in a way that makes sense, to equipping you with the right tools and options, to empowering you to meet your unique goals, we walk you through the entire process. .
Most people understand how important it is to have an estate plan to ensure their wishes are honored and their family is protected. Yet more than half of Americans don’t have a will or trust, and many of those who do have one that’s out of date.
People often put off estate planning because they feel uncertain, confused, even paralyzed about how to approach the process. They may think they need to have all the answers about what they want before they even talk to an attorney. When they struggle to come up with answers on their own, they get stuck.
At Legacy Legal, we believe that our clients shouldn’t have to find the answers on their own; it’s our job to help. That’s why we embrace an “educate first” philosophy that focuses on teaching our clients the basics of estate planning. We explain the various options and choices available, including wills and trusts, and draw on decades of experience to paint real-life scenarios for you to consider.
We don’t expect you to have all the answers. We want to help you understand the questions! By explaining the process and the building blocks of estate planning, we will give you the foundation you need to create a plan that works for you.
Once we have a sense of your needs, and you have a sense of the basics of estate planning, we can move on to the next step: exploring your options. We will walk you through the pros and cons of various estate planning tools for meeting the goals you have expressed.
In short, we equip you to make an informed decision about which tools are the right fit for your estate plan, based on what you hope to achieve. We won’t push you in a certain direction; the choice is always yours. But we will give you our best advice and tell you candidly what we would do in your shoes, and why we would do it.
We invite your continued questions, because we believe you should understand and be comfortable with the choices you are making. Our role is to equip you with the knowledge you need to be confident in those decisions.
The goal is ultimately to empower you to put your decisions into action. We want you to move forward with peace of mind, knowing that your plan will work just as you need it to when the time comes.
We will make sure you understand how your documents work in harmony to serve you and your family and safeguard your legacy long after you leave our doors.
As your life, family, and assets change, you will understand how your plan needs to change, too—and we will be here to help when you need us.
Explain. Equip. Empower. That’s the Legacy difference.