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.)
Don't just take our word for it...
Read what our clients have to say about their
positive experience with Heidi and Lifeguarding Legacies
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.
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.
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 and the Unexpected Shock
Your family may fight over what you left behind--unless you have a proactive plan.
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.
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?
The Step-by-Step Process
We hold your hand through each step of the estate planning voyage.
Ask all the important upfront questions and get real answers specific to your estate plan.
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.)
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.
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.
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.
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.
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).
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.