Legacy Estate Planning LLC, Wills & Trusts in Medford & Grants Pass, OR

Using the LegacyBuilder Three-Step Planning Process™ at Legacy Estate Planning, LLC, you will be part of an experience that you can’t get anywhere else:

A thorough education before you begin to plan, and throughout the entire process. We proceed at the rate at which you are comfortable, with no time expectations. If it takes more time for you to feel you really understand your options, we’ll gladly take it. We understand people learn at different rates and different ways.
An attorney and team who look at everything they do from your perspective, and answer your questions
A complete exploration of not only your financial or asset goals; but also your desires, hopes and dreams, and concerns for your loved ones
Detailed discussion of who your “helpers” will be in disability or after death, and what role each will play
A plan design session that explores options you never knew existed, and is actually fun to be a part of – all focused on your desires and goals uncovered during counseling
A comprehensive review of your completed plan documents so that your really know and understand what is contained in them
Detailed supervision by the law firm team to ensure that assets are re-titled as required for control by the plan
Ongoing access to the law firm for questions and minor word processing changes at no additional cost
Billing based on a flat fee, so there’s no guessing about how much it will cost, no reaction against the hourly rate, and no wondering if the attorney or team is padding the bill
Annual returns to Legacy Estate Planning to ensure that updates are made to account for changes in your family, changes in your assets, changes in the law, or changes in the attorney’s knowledge
Complete restatements of trusts every other year, to update all of the legal/technical language, at no additional cost
Enrollment in “DocuBank,” a service that puts your healthcare directives (medical advanced directive, living will, health care power of attorney, etc.) in the hands of doctors and caregivers when they need them. You receive a personalized card that lists your vital medical information along with contact information so that caregivers can gain immediate access to your documents by fax or email, all at no additional cost
Ongoing training opportunities – not only for you; but also for future beneficiaries, trustees, and other helpers
Peace of mind from knowing that your TRUE wealth (both financial and non-financial) will be passed, with a minimum of delay and disturbance, to your spouse, children and grandchildren

To get started in this process call us at 541.773.5147 and make a reservation at the next Client Orientation Meeting. There is no cost and no obligation to continue further in the process.