Estate Planning

What Is Estate Planning?

Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs or charity as well as the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

Who Needs Estate Planning?

This question doesn’t have a one size fits all answer. It depends on each individual’s unique situation. Typically if you have any complexity to your finances, such as business ownership interests, multiple real estate properties, children, a high net worth, it’s best to have a thoroughly vetted estate plan in place. That means working with an estate planning attorney in your home state.

How can LifeLegacy help?

The LifeLegacy team feels that having a human aspect to the estate planning process is very important. Our free online will is a great first step, but if you have a high net worth or any complexity in your finances it’s worth going the full estate planning route.

Having a second set of eyes and ears that can see and hear what you’re trying to accomplish is integral to the process. No easy online platform or software can replace that. Using an estate planning professional will ensure your legacy dreams become a reality and that your wishes will pass on to your heirs and/or charity in the way that you intended. LifeLegacy is proud to partner with Personal Family Lawyer to offer discounted services to our members.

About Personal Family Lawyer Estate Planning

Personal Family Lawyer has a nationwide network of trained estate planning professionals. Led by Ali Katz, a lawyer, Entrepreneur, CEO, Founder and Mom. Ali has created a network of attorneys that are specifically trained in this field. Ali wrote the best-selling book on legal planning for families, and created the Money Map to Freedom + LIFT Foundation Systems programs. 


The information provided on this website is not intended as legal, accounting, or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained. Consult an attorney for advice if your plans require revision of a will or other document.


Step No. 1: Get Educated

Learn what every person needs to know… Request exclusive access to our free educational webinar and you’ll discover the three biggest fears when it comes to doing this important legal planning, how to create a legacy plan, and exactly what the process is and how much it costs (no holds barred).

Step No. 2: Receive your $1,000 Discount

As soon as you watch your free webinar, you’ll unlock your LifeLegacy $1,000 discount. Now you can use our attorney network to book your Family Wealth Planning Session

Step No. 3: Attend Your Family Wealth Planning Session

Estate planning has never been so easy. We help families across the United States by virtual appointment, so please attend your Family Wealth Planning Session from the safety of your home. Our attorneys will help you design your tailored and personalized plan, leaving no stone unturned or question unanswered. Your family and legacy deserves it.

Coming Soon!

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