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.
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.
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.
LifeLegacy (Life Legacy Technologies, Inc) is not a law firm and only provides “self-help” informational and educational forms distributed on an as-is basis for common estate planning needs. The provided forms are not substitutes for legal forms prepared by attorneys or estate planning professionals. LifeLegacy’s self-help documents are not legal advice and are not guaranteed to be correct, complete, free of omissions, or up-to-date. Our services are not substitutes for the advice of an attorney and if you need legal advice for your specific matter, or if your matter is too complex to be addressed by our tools, you should consult a licensed attorney in your area. At no time is an attorney-client relationship or any other special relationship created between you and LifeLegacy or any person associated with LifeLegacy, and any information you provide us is not protected by attorney-client privilege or as work product. You are and will be representing yourself in any matter you undertake using LifeLegacy’s services and documents. LifeLegacy does not endorse any content provided by any linked sites, nor does it assume any responsibility for the interpretation or application of any information originating from such content. Any insurance policy premium quotes or ranges displayed are non-binding. The final insurance policy premium for any policy is determined by the underwriting insurance company following application. Please see the Terms of Service for more information regarding insurance and annuity partners. Use of LifeLegacy’s services is subject to the Terms of Service & Privacy Notice.
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).
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
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.
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