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 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,
with her sole focus on Estate Planning. She is truly an expert in the
field, often lecturing on the topic.
Estate Planning Throughout Arizona
We travel to our clients, meeting in your home or place of business. Our
office in Tempe is another option to meet with you as well. We provide
estate plans for our clients outside the state of Arizona; however, you must
be available to sign your documents here.
Please feel free to contact us with any questions or to schedule an appointment.