The Support You Need for Every Stage:

Our Proven Process

Discovery Call

To begin you’ll have a no-pressure call with a member of our client services team. It’s the easiest way to share your needs and learn more about how Legacy Law Group works with you. There is no fee for this call.

Initial Consult

After the discovery call, we offer a 75 minute consult with one of our experienced attorneys. We’ll provide in depth answers to your questions and begin laying the ground work for your plan. There is a small fee for this consultation.

Plan Drafting

With the information we’ve received from you in hand, our team of attorneys and paralegals begins drafting your estate plan. We’ll bring our experience and your needs together into a plan we’re excited to show you. This process generally takes about 4 weeks.

Signing Meeting

You’ll come back in to review the details of your plan, have our team guide your through your documents and then sign them in the presence of our witness and a notary.

Binder Delivery

After all requested changes are made and your plan is finalized, you’ll receive all original signed documents in a binder for your records as well as PDF copies on a flash drive for electronic access.

Funding Meeting

We offer a personalized funding meeting to learn how to coordinate your assets and accounts with your estate plan.

Family Meeting (Optional)

We offer a personalized funding meeting to learn how to coordinate your assets and accounts with your estate plan.

Ongoing Maintenance (Client Care Program or À la carte)

We recommend our clients come in to review their plan comprehensively every 3 years and update as needed. That way it always reflects your life circumstances and desires.