Legacy Planning

Quality Standards
Quality Standards
Estate & Legacy Planning

Protect Your Family’s Future & Assets

Estate planning decisions have a profound impact not only on the people, causes, and organizations you care about most but also on your own well-being during your lifetime.  We’ll help you evaluate all your assets and cover all the bases, so your plans are executed in the way you intended.

Our Legacy Planning process includes careful consideration of wills, trusts, advanced medical directives, and power of attorney provisions. Through our strategic partnership, we are able to provide the necessary documentation, affordably and effectively.

Our concierge team is here to help with not only the initial implementation but also ongoing updates and amendments to your legacy plan over the years to come.

We've Got You Covered

Learn more about our Legacy Planning Process

Estate Planning Documents

Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. MyLegacyLock.com and My Legacy Lock LLC, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.