We are Estate Planning specialists; it's the sole focus of our business here in Arizona. Legacy Estate Planning was established in 2004 with the purpose of our primary goal to make the estate planning process as comfortable and streamlined as possible.
Legacy Estate Planning is a small specialized team; our size keeps us agile, responsive and allows us to offer our clients a highly personalized, value added service before, during and after the process. What's more, our fees are highly competitive. One to one personal attention and superior customer service are the foundations on which we have built our business.
We act as facilitators with the legal team, helping to save our clients' time and money without compromising quality. We work with a highly skilled and highly respected attorney who authors our Estate Plan. She has 35+ years experience of preparing Trusts, Estate Plans and Wills. She truly is an estate planning expert and has often lectured around the country on the subject.
Estate Planning throughout Arizona
We travel to our clients' home or place of business. We have clients all over the state of Arizona from Flagstaff to Tucson. Naturally we have estate planning clients in cities all over the Valley too - Phoenix, Scottsdale, Mesa, Glendale, Gilbert and Chandler to name just a few. We offer our plan to clients throughout the United States as well.
Please feel free to contact us with any questions or to schedule an appointment and we'll come to you.