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Estate Planning

What Is Estate Planning?

Estate planning is the process of creating legal documents, such as a Will, Trust, Health Care Directive and Power of Attorney, to govern the many actions and tasks that need to be handled in the event of your incapacity or when you die.

Even if you do not create legal documents to handle your affairs in the event of your incapacity or death, the state has created a default estate plan for you. You can use estate planning to proactively change the state’s default plan.

Who Needs Estate Planning?

Everyone over the age of 18 should consider estate planning. Estate planning is essential if you have any assets to pass to family members, friends, or charity!

How can LifeLegacy help?

Through LifeLegacy, you can create a free online will in under 20 minutes. While this may be an important first step, if you have any family or financial complexities, a Trust-Based Estate Plan may be the best option. Through our partnership with Trust & Will, our users are able to receive discounted services for Trust-Based Estate Plans. 

 

Always 100% Free

Use LifeLegacy10 for 10% off any estate planning services

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!

Be the first to get notified when we go live with our will product.

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