Estate Planning, easy as...
Make an Appointment
Schedule a Family Wealth Planning Session with Bethany. Don’t worry, there is no pressure during your appointment and no obligation after it.
Complete the Estate Planning Worksheet
You will receive an electronic or a printed worksheet copy to share your information and goals for your planning.
Attend Your Session
Create a full inventory of your assets, ensure your family knows what you have, and outline the process for a plan to protect your loved ones and assets.
Request A Meeting With Legacy Law LLC
Not Difficult and Not Only for the Wealthy
Welcome! We assume you made it here because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you. If so, you are in the right place!
Free 15-Minute Phone Consult
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
Family Wealth Planning Session
We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.