Legacy Law Group Lifetime Relationship Plan
The Legacy Law Group Lifetime Relationship plan was developed with a special client in mind: One who wants comprehensive, full featured estate planning services, and a way to keep their estate plan current at all times.
Perfect for clients with complex family structures and changing asset mixes, this premier planning option with structured annual planning reviews, keeps pace with the changes in your life, your family, and your assets through the years. The Lifetime Relationship process begins with the creation of a fully customized Traditional Living Trust Portfolio, plus additional planning options such as ILITs and Dynasty trust provisions as needed to protect the estate. All funding and deed preparation services are included in the cost of this planning option.
To discuss how we can assist you, please call us at 804.332.6247 or complete our brief Client Inquiry Form.
Our business is guarding and preserving all that you hold dear.
