What is Estate & Legacy Planning?
Estate and legacy planning with Attorney Taylor involves organizing your assets and making decisions about how you want them to be managed after your passing. This process includes creating important documents like wills and trusts, which outline your wishes for your property and finances. Attorney Taylor can help ensure that your plans comply with the law and are tailored to your unique needs, providing peace of mind for you and your loved ones. Overall, it’s about your legacy and making sure your desires are honored.
Legacy at Every Stage of Life
Many individuals think that only the wealthy can begin estate planning, but that’s not the case. Attorney Taylor offers a plan tailored to meet the needs of anyone looking to protect their assets and build a lasting legacy.
Download the checklist to determine which Legacy level is best for you.
Legacy Essentials
Includes customized wills, durable financial powers of attorney, advance healthcare directives, HIPAA authorizations, and guardian nominations where applicable, plus an attorney-guided review, signing appointment, and organized copies.
Legacy Builder
Includes a Family Legacy Strategy Session; a customized will-based or revocable-trust plan with supporting documents; children’s protection and inheritance planning; an asset and beneficiary review; trust-funding guidance when applicable; and an attorney-supervised signing with a physical and digital legacy portfolio.
Also includes an implementation check-in, an optional family legacy meeting, and a one-year plan review. Designed for parents, homeowners, and families who want a coordinated plan their loved ones can follow.
Generational Wealth Legacy
Expanded planning for families whose assets or circumstances require greater depth.
Builds on the Family Legacy Plan with a tailored scope for complex blended-family needs, business-succession goals, or advanced trust planning. Includes additional strategy and professional coordination as agreed. Final pricing follows a review of your needs.