Comprehensive Estate Planning
A coordinated plan built around your family, your life, and your goals. We bring your documents, decisions, and instructions together in one clear, coordinated plan, so you and the people you trust know what exists, where to find it, and what to do. You may never feel more organized—or more prepared—than when your plan is complete.
Leave what you have, to whom you want, in the way you want, minimize taxes and avoid unnecessary attorneys fees and court cost, plan for your care and the care of loved ones, and support the people and causes you value most.
Learn more ↗Trusts
Trust are effective immediately upon execution. A properly designed and funded trust can avoid court (probate), preserve privacy, and provide for seamless management of your assets if you become incapacitated. We tailor each trust to your family, property, and long-term goals—and help ensure it is properly funded. Thoughtful strategies designed to preserve assets, privacy, and your intentions, including; Revocalbe Trust, Irrevocable Trust, Joint Trust, Pet Trust, Gun Trust, and Irrevocable Life Insurance Trust (ILIT).
Learn more ↗More Than JUST a Will or Trust
A complete Estate Plan prepares you for the decisions that may arise during life—not just what happens after death. Depending on your needs, we prepare all the supporting documents that make your plan work, including Durable Financial Powers of Attorney, Health Care Directives or Living Wills, Pour-Over Wills, and Child Protection Plans.
WHY AVOID PROBATE? Probate is expensive, timely, public, and can be a burden on the ones you love. With strategic planning, you can avoid the major time and expense of having your family bogged down in the court process.
Learn more ↗100% Virtual Options With A Personal Touch.
Legacy Estate Counsel offers optional 100% Virtual representation, tailored to your busy life and needs. We take a three-step process in constructing your legacy plan and ensuring it meets all of your needs. Our firm operates with a personable, heart-centered approach. Your legacy is more than just documents, and we seek to establish a life-long relationship, not just a single transaction. We operate on a flat-fee basis -not hourly fees- and you pick the plan at the fee that is right for you. There are never any surprise or hidden fees with our firm.
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