Client Consultations
Meet with clients to understand their estate planning needs.
At Legacy Estate Advisors, we help older adults simplify estate planning, protecting their assets and legacy. From downsizing to creating trusts, we provide expert guidance for a secure future. Your legacy, our priority.
Meet with clients to understand their estate planning needs.
Helping you navigate life's transitions with care and expertise.
We offer personalized consultations to address your unique estate planning needs.
We assist in drafting wills, trusts, and powers of attorney to clearly define your wishes.
We organize your assets for a clear estate overview, simplifying the planning process.
We guide families to ensure everyone is informed and involved in the estate planning process.
We provide expert financial advice to manage your wealth effectively for future generations.
We offer trust administration services to ensure your estate aligns with your wishes.
Plan to suite every estate planner
per month
Schedule a 15-minute complimentary estate planning meeting.
Let's TalkAlready spoke with us? You can get started with only a $500 deposit!
Clearing doubts about estate planning.
Estate planning is the process of organizing your assets and deciding how they will be distributed after your passing. It ensures that your wishes are honored and can help reduce taxes and legal complications for your loved ones.
Yes, having a will is still important even if you have a trust. A will addresses any assets that are not included in the trust and ensures that they are distributed according to your wishes.
It’s advisable to review and update your estate plan every few years or whenever you experience major life changes, such as marriage, divorce, the birth of a child, or a significant change in your financial situation.
If you die without an estate plan, your assets will be distributed according to state law, which may not align with your wishes. This can lead to delays, added expenses, and potential disputes among family members.
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Address
Exp Realty1455 NW Leary Way, Suite 400 Seattle WA 98107
Phone
Working Hours
Mon-Fri 9.00 AM to 5.00PM.