Our Wills, Trusts & Estates Practice
We understand this is a big deal in your life, so rest assured we’ll do everything we can to make this process as smooth as possible for you. Our Estate Planning process begins with a planning session. During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you. Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
Our “Private Counsel” Membership program is a special members-only program that provides you exactly what every person should have – personal, private counsel in your corner, always! You can get more information, here. (Link Will Take You To Our Private Counsel Website)
“You aren’t like most other lawyers we’ve met.” That’s a phrase we hear pretty often. Instead, of telling you why, we’d like to have the opportunity to show you. We invite you to come in and visit us so you can experience the Legacy Counsel difference for yourself.
We’re set-up to help you in multiple ways. Not simply with helping your family plan for a future after you are gone, but also to help you plan for their protection. Think you’re ready to come chat with us and get started? Here are the next steps to become part of our family…
So, How Can We Help?
Here are some of the various ways we can help you and your family plan for tomorrow…
Our Planning Process & Levels
Estate planning at Legacy Counsel is not one size fits all. We offer 4 levels of planning to suit your varying needs. From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.
Wills & Trust-Based Estate Plans
You know your family deserves protection, guidance and love for a lifetime. It’s important that you know how we work because we do things a bit differently here than at other law firms.
Estate Plan Maintenance
In most estate planning law firms the relationship ends when you sign your documents. At Legacy Counsel we see the signing of your estate planning documents as just the beginning of our relationship with your family.
Can Your Planning Wait Until "Tomorrow"?
Comprehensive Planning Packages
Many people who already have an estate plan in place, that was created 10-15 years ago, believe their estate is no longer at risk of forfeiture. Often, they also believe they have taken all important steps necessary to ensure their estate doesn’t pass through probate, and passes to their beneficiaries in the manner they intend. This may not necessarily be the case, though!
True Legacy Planning
Unless properly prepared, your loved ones may not know how to deal with sudden wealth — even just fifty thousand dollars can either be squandered quickly or built into a true legacy of love.
DIY Wills & Trusts Planning Considerations
One of the reasons many people consider a DIY plan is the cost. However, estate planning is more than just getting a set a documents. It truly is a plan for what you want to have done with your assets, and how you want to your legacy to be remembered. Most importantly, you only get one chance at making it work the right way. If it doesn’t work, or doesn’t accomplish the goals you have, there are no do-overs, and your family may be left having to deal with the Probate Court for a very long time!
Minimum Planning for College Students
Many college-age students leave home with not much property to call their own. So, with that said, do they really need to worry about having an estate plan in place? The answer is relatively straightforward, and it’s “probably not.” However, every college student should have a couple of things in place that, together, will resemble a bare bones plan. Let’s consider each of these items.
Myth 2: I'm Too Young To Plan
when is a good time for you to start thinking about planning? At what age should you start getting serious about it? 25? 30? 35? 40? Realistically, that’s a trick question. There is no age that means you should start thinking about planning your legacy. When deciding whether it’s the right time for you to plan, you should ask yourself the following questions…
Have More Questions Or Ready To Get Started?
If you’re ready to discuss your options with us, contact us today to discuss your needs and schedule a planning session.
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