Step 1: Call or email us to set up an appointment
You are welcome to come to our office near the Battery, or we can schedule a Zoom meeting.
Step 2: Complete our client information questionnaire
We can email it or send it to your mailbox.
Step 3: Your first meeting with a legacy planning attorney
You are welcome to come to our office near the Battery, or we can schedule a Zoom meeting.
Step 4: Preparing your Legacy documents
We handle this but will send them to you for review prior to the next step.
Step 5: Your second meeting with a Legacy planning attorney
This meeting will be at my office where you will sign your documents in front of witnesses and a Notary Public.
It is time to protect what you spent a lifetime building.
A skilled Estate Attorney can help you in protecting what you have worked for. Don’t let taxes, creditors, and probate interfere with your legacy.
Planning your estate should be a thoughtful process. At Your Legacy Lawyer the process is simple. We take the time to get to know what is important to you and how we can best create your estate plan. Are you looking to divide assets, looking for a healthcare directive, or planning care for a family member? We will make sure that your wishes are honored.
You have come to the right place Where your Legacy Plan Begins.
Page One Peace of Mind
With your personalized Legacy Plan, you will receive a Legacy Plan binder. The simple words included in the beginning of the binder will greatly reduce the stress and anxiety of your loved ones. All the information you and your loved ones will need will be easily available in this binder.