Know more about Legacy Life Planning
Discover how Legacy Life Planning provides tailored estate solutions, expert guidance, and peace of mind for you and your loved ones
About Us
A trusted company with over 60 years of management experience in legal services, Legacy Life Planning are expert estate planning and Will specialists, bringing continuity and stability to our clients
During your planning process, our team of experienced legal advisors will walk you step by step through the different financial considerations you need to consider during estate planning. With our simple process and clear language, you can feel comfortable knowing everything is taken care of. Our specialty is Legacy Preservation Planning, and we take pride in ensuring customer satisfaction throughout your relationship with us, as well as regular updates as your circumstances change.
We produce the relevant legal documents you require including Wills and Lasting Power of Attorney, guaranteeing peace of mind that you and your loved ones are safeguarded. We also offer a range of other important services including Trusts, Executory & Probate Services, as well as Life Insurance to help protect you and your family. This will reduce any financial inconvenience left for your loved ones.
Our Vision
At Legacy Life Planning, our vision is to empower individuals and families to navigate their estate planning journey with confidence and clarity. We strive to become the trusted partner that helps safeguard legacies, protect assets, and ensure peace of mind for generations to come
Our Mission
At Legacy Life Planning, our mission is to provide personalized estate planning services, guided by integrity, expertise, and a commitment to client satisfaction. We demystify estate planning, offer accessible solutions, and empower clients to make informed decisions about their legacy, ensuring wishes are fulfilled and loved ones are protected
Core Values
At Legacy Life Planning, our core values are Integrity, Expertise, Compassion, Collaboration, and Trust. These principles guide our approach to delivering personalized estate planning services, ensuring the highest standards of professionalism, empathy, and reliability for our clients.
What Our Clients Say
Discover what our valued clients have to say about their experience with Legacy Life Planning.
Legacy Life Planning has been an absolute lifesaver for me. As someone who was completely overwhelmed by the thought of estate planning, their team made the entire process smooth and understandable. They took the time to listen to my concerns and crafted a tailored plan that perfectly suited my needs. Thanks to Legacy Life Planning, I now have peace of mind knowing that my legacy is secure.
Michael Brown
I can’t recommend Legacy Life Planning enough! They were incredibly patient and thorough in explaining every aspect of estate planning to me. Their team’s professionalism and attention to detail gave me confidence throughout the entire process. Legacy Life Planning truly cares about their clients and goes above and beyond to ensure their wishes are fulfilled. Thank you for your exceptional service!
Emily Johnson
Legacy Life Planning exceeded all my expectations. From the initial consultation to the finalization of my estate plan, their team provided exceptional guidance and support. They were proactive in addressing any concerns I had and offered valuable insights that I hadn’t considered before. Thanks to Legacy Life Planning, I now have a comprehensive estate plan in place that gives me peace of mind!
John Campbell
