WE HELP YOU SET UP A PLAN THAT WILL KEEP YOUR LOVED ONES OUT OF COURT AND OUT OF CONFLICT
Allow me to present an illustration of our distinctive approach. If you have prior experience working with an estate planning attorney, you may recognize the following scenario: consulting with a lawyer who imparts information in a complex manner. Placing trust in their expertise, you acquiesce and execute documents to safeguard your family’s future.
Departing with a dossier of paperwork, you experience a sense of relief, having completed the process of ‘estate planning.’ However, as life becomes increasingly occupied, crucial details such as transferring bank accounts to a trust are overlooked. Attempts to contact your attorney result in protracted waiting periods.
It is only amid a crisis that you recognize the insufficiency of the plan established years ago and its misalignment with your current lifestyle and assets. This is where our services prove instrumental.
At Legacy, we streamline the estate planning process to enable a comprehensive understanding of each step and facilitate well-informed decision-making. Our commitment extends beyond plan creation; we provide ongoing support to ensure the perpetual protection and currency of your estate.
Do not await a crisis to reveal the inadequacies of your estate plan. I urge you to engage with us today to explore how we can effectively secure your family’s future without complications.
WHY CHOOSING US
EXPERIENCE
COLLABORATION
ACCESS
CARE
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We have a whole team to serve you. When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your Personal Family Lawyer®, a call will be scheduled when you’re both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.
OUR MISSION
We ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
We’ve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I don’t know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam.
We help you protect your legacy and ensure smooth asset transfer to the next generation. As your legacy lawyer, we work closely with you to achieve your goals.
Let us create custom plans to secure your retirement and provide for your loved ones.
coral gables, fl 33134
info@legacyc.com