Lifeguard Your Legacy

Avoid: * Probate * Family Conflict * Confusion

Easy, affordable wills, trusts, and estate planning.
Legal services in your home and on your timeline.

Avoid *Probate *Family Conflict *Confusion Easy, affordable wills, trusts, and estate planning. Legal services in your home and on your timeline.

Meet the Legacy Lifeguard

Easy, affordable, personal concierge legal services

What makes Lifeguarding Legacies, PLLC different from other estate planning services?

1.  She comes to you.

2.  No paperwork to complete.  She’ll ask questions, take notes, and prepare a plan that meets your needs and desires.

3.  Her counseling background makes difficult family conversations more comfortable.

4.  Her education background allows her to break down complex legal ideas into easy-to-understand language.  Not only will you have a great estate plan–but you’ll understand it.

5.  You’ll have your original documents and a free membership in “MyLifeandWishes.com” where your Trustee/Personal Representative or Power of Attorney can securely access your information to act on your behalf.

6.  You’ll get a hardcopy of her book, “Lifeguard Your Legacy,” which is an easy blog-styled book explaining estate planning in real talk, not legalese.  (BUT…right now you can get a PDF  copy of the book FREE.)

Premier Service Award

Don't just take our word for it...

Read what our clients have to say about their
positive experience with Heidi and Lifeguarding Legacies

“Exceptional Experience and Results. Heidi is everything you could want in estate planning…”

Tammy N.

on Yelp

“Wonderful, friendly and very knowledgeable service. Thank you Heidi for all of your support, guidance, answering questions and helping with suggestions when I didn’t know where to start…”

Lisa C.

on Setmore

“Understanding what is involved in my situation.”

Sarah E. H.

“We looked at all of the online options for Will/Trust but they were still missing that personal touch for answering questions etc. Heidi walked us right through everything and gave us some insights that we would have never thought about. We feel much better knowing that things are set for our family.”

Chris W.

on Google

“Heidi was respectful, responsive, friendly, and knowledgeable. I will recommend her again!”

Sara M. F.

on ARAG

“Heidi is the best! She explained many legal terms, brought items to our attention she could also assist us with that we were not aware and worked with our schedule. Absolutely loved working with her!…”

Brenda L.

“Heidi recently helped me to revise my will and trust, something I had been wanting to do for many years. I put it off because I thought it would be difficult to decide, but Heidi asked excellent questions and made great suggestions which made the process easy and enjoyable…”

Beth K.

on Facebook

“I can’t thank her enough for her expertise and knowledge, professionalism, patience, attention to detail and most of all guiding me through this process…”

Tammy N.

on Yelp

The 4 Estate Planning Dangers of the Deep

Be careful of what lurks beneath.

The waters of estate planning are filled with unseen dangers.  Your Legacy Lifeguard can help you create a plan that avoids or manages these risks.  Without a plan, your family will have additional costs, time, stress, and conflict. 

Rays of Probate - estate planning attorney

Avoid the Ruthless Rays of Probate Court

Do you think that a Will is enough? Don't fall victime to the ruthless rays of probate.

Circling sharks - estate planning attorney

There are Circling Sharks Waiting to Feast

Stay at the top of the food chain--keeping creditors, divorce, and lawsuits from gnawing away at your legacy.

Battling eels - estate planning attorney

Battling Eels and the Unexpected Shock

Your family may fight over what you left behind--unless you have a proactive plan.

Jolting Jellyfish - estate planning attorney

The Jolting Jellyfish of Incapacity

Take some of the sting out of someone else having to make a decision on your behalf.

Still Have Estate Planning Questions?

Here are some of the most frequently asked questions in estate planning.

Who needs an estate plan?

Learn more in this video

What could go wrong without one?

No one knows for sure what lies beneath the depths when in uncharted waters. What we do know, however, that the Ruthless Rays, Circling Sharks, Battling Eels, and Jolting Jellyfish mentioned all above live in these waters.  For more...download our 5 big mistakes in estate planning.

Should I create one myself?

Building that lifeboat yourself may sound like a good idea, but nothing beats the precision and quality of a true craftsman creating a legal vessel to carry your legacy.  Questions?  Schedule a 15-minute Q&A phone call.

Is my current plan good enough?

Do you have a boat that floats? Let us walk you through our professional estate plan checklist designed to take it to the next level and cut through those big waves of uncertainty and ambiguity.

What does a will do?

Learn more in this video

What does a Trust do?

Learn more in this video

What else is included in a comprehensive estate plan?

Learn more in this video

What does an estate plan cost?

Check out our pricing page to find the right "S-State Protection Formula" for you.

The Step-by-Step Process

We hold your hand through each step of the estate planning voyage.

Q&A
Q&A Call

Ask all the important upfront questions and get real answers specific to your estate plan. 

Intake
Intake Appointment

We walk you through every important question to design your estate plan.  (Example questions are available in Heidi's book "Lifeguard Your Legacy" beginning on page 46.)

Agreement
Client Agreement

When you are ready to move forward with your estate plan, you will sign an agreement for legal services and make a payment for the first half of those services.

Drafting
Drafting of Estate Plan Documents

The drafting phase usually takes between two and three weeks. There may also be additional phone calls, emails, or meetings for follow-up details and questions.  In some urgent situations, we can complete drafting on a faster timeline.

Review
Client Review of Estate Plan Documents

We meet on Zoom together where we can review all the important parts of your documents.  If you want to make changes, we can complete them in real time and ensure that every provision is what you intended.

Signing
Signing and Execution of Estate Plan Documents
We provide the notary services to execute your documents in an easy to understand, organized system at the signing appointment. You provide the 2 witnesses (over 18, valid ID, not listed in your documents) and pick the location. Final payment is due at this appointment.
Funding
Funding and Follow-up on Your Estate Plan

If you choose a trust, we have an additional appointment to divide up tasks to be completed that ensure that everything you own will pass to those you love and the causes that you care about.  We also offer a free family meeting to unveil the expectations and provisions of your trust with your family members.

Scan & Mail
Document Scanning and Mailing

After signing, your documents are scanned and uploaded into your Client portal and the originals are returned to you either in person or by Priority Mail (with signature required).

Portal
Portal

Clients receive a paid membership in www.mylifeandwishes.com.  Documents and financial contacts are preloaded for you.  When you receive your welcome kit, you can change your password and add more personal details and accounts--making it easy for your Trustee or Personal Representative to handle your estate.