Legacy Estate Planning Coordinators
Legacy Estate Planning Coordinators offers a unique and highly specialized service to help our clients prepare for their retirement and preserve and protect their estates for their families. We help and guide our clients through one of life’s most difficult seasons.
We offer our clients information, products, and services that are not commonly addressed by many professionals. Our goal is to educate and equip our clients in the choices they make and coordinate every aspect of their retirement and their estate. This includes everything they own and have often saved a lifetime to acquire. Our goal is to make absolutely certain that our clients get to choose who will be in control – and when they will get that control.
We help our clients pass their estate to their heirs without anyone or any institution interfering with their wishes. There are options today that can establish a solid plan for the future.
Estate Planning Evaluation
We would love to send you a free guide to help you start the process of evaluating your estate. This guide will contain a couple helpful tips on things likely overlooked in a complete estate, as well as a practical formula for consolidating a general overview of your personal estate.
A Unique Approach
Most people are unaware of all the choices that they really do have. Most of the information that people receive today is only partial. This is often due to the perspective of the professional providing it, whether they are an attorney, financial advisor, insurance agent, or accountant.
Because we coordinate what they all provide, specifically for our clients, our perspective is unique and extremely valuable, and we are very proud of our results. We know that preparing for retirement and preserving and protecting your estate does not have to be an arduous, expensive, or time-consuming task for you or your loved ones. You just need to get all the answers before you start to determine what is best for your family.
By providing this service, as you might expect, we have helped a great deal of people. See what our clients are saying about us.
