One of our paralegals will ask you some basic questions about your family life and finances to assist us in preparing for your first meeting.
Meet with one of our experienced attorneys, who will explain the process in plain English and help craft the plan that is right for you.
Our team will go to work drafting the documents needed to create your plan. We’ll meet again to review them with you and when you are satisfied we’ll have you sign. That’s all there is to it.
Not having a will is like walking a financial high wire without a net. We will help you:
- Maintain control over critical decisions regarding your health
- Protect your family’s financial circumstances
- Ensure your assets are passed to your family without legal delays
- Spare your loved ones tough decisions at difficult moments
We understand most people would rather visit the dentist than think about their will. That’s why we created Legacy Trust & Wills.
We make the process easy and
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|Marc van Zanten
|Carol H Michael
Director of Client Support
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Do I lose control of the assets in my trust?