Will or trust planning will leave a legacy instead of a mess for the family you love. Solve numerous problems before they arise.
When a person dies, the Court is often involved in the process of deciding who are the rightful heirs and making sure that creditors are treated fairly. As long as family members are not fighting, this is a relatively simple process that won’t destroy your family inheritance. But it is a process that takes time. Lifeguarding Legacies has a unique “Probate Navigator” system that is an interactive checklist for our clients so they know where they are at every step in this process.
What makes Lifeguarding Legacies, PLLC different from other estate planning services?
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.
This proprietary system includes a checklist that we use through each process step. Prior to the intake appointment, you will see videos that will guide you through some of the decisions you will discuss with Heidi.
We walk you through every important question to design your estate plan.
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.
We provide the notary services to execute your documents in an easy to understand, organized system at the signing appointment.
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.
Easy, affordable wills, trusts, and estate planning.
Convenient, online services on your schedule.
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