Our Promise to You
At Legacies Matter, we truly understand why people wait.
Estate planning isn’t exactly something anyone wakes up excited to tackle. Life moves at lightning speed — there’s always so much to do, and never enough time to do it all.
And then there’s the topic itself. It feels heavy, complicated, and uncomfortable to think about. So it gets pushed to the back burner…until a health scare or some other life event reminds us just how fragile life really is.
We really do get it. That’s why our promise to you is simple: we’ll walk alongside you, making it easier for you to start now — with clarity, confidence, and peace of mind — so you stay in control, instead of waiting until life forces your hand.
What to Expect from Us — and What We Leave to You and Your Attorney
Here’s how we fit into your planning journey — and how we help you get ready for that important meeting with your estate planning attorney.
✅ What to Expect from Us
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Clear guidance, not confusion. We explain estate planning concepts in plain language you can actually understand.
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Step‑by‑step support. From choosing guardians to thinking through healthcare wishes, we walk alongside you so you don’t get stuck.
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Practical tools to get you organized. Checklists, worksheets, webinars, and workshops help you prepare before you ever meet with your attorney.
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Less stress (and often fewer legal fees). When you show up ready, your attorney can draft your plan faster and you will feel more confident about every decision.
❌ What We Leave to You and Your Attorney
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Drafting legal documents. Your will, trust, and other legal paperwork should always be created by a licensed attorney in your state.
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Providing legal advice. We don’t replace your attorney. We prepare you to work with them, so that your meeting is smoother, faster, and far less overwhelming.
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Choosing your attorney. We’ll guide you on what to look for in an estate planning attorney, but the decision of who you hire is always yours. This keeps your relationship with your attorney fully independent, while we simply make sure you’re ready for that conversation.
We're On a Simple Mission To...
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Take the fear and overwhelm out of estate planning.
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Guide you step by step so you don’t get stuck.
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Help you walk into your attorney’s office ready
with your wishes clear, your information organized,
and your confidence built.
When you’re prepared, your attorney can do their best work, your plan gets done faster, and, most importantly, you and your loved ones get the protection and peace of mind you all deserve.
What Sets Us Apart
There are plenty of places to download forms or get quick legal advice — but that’s not what most families really need.
At Legacies Matter, we do things differently:
- We make it doable. Estate planning can feel like a mountain, so we break it into small, manageable steps — so you keep moving forward.
- We walk alongside you. You're not expected to figure this out alone. We guide you through the process with patience, encouragement, and care.
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We honor your values. Estate planning isn’t just about transferring assets; it’s about protecting the people, memories, and principles you hold dear.
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We’re definitely here for the heart work, too. We help you think through not only the legal pieces but also the legacy of love, faith, and wisdom you want to leave behind.
Who We Serve
We work with busy professionals (single or married), parents, and families who want to protect what they’ve built — even if they’ve been putting it off for years.
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If you’ve been meaning to “get your affairs in order” but feel overwhelmed every time you think about it… you’re in the right place.
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If you have kids, own a home, or simply know it’s time to make sure your loved ones are cared for if the unexpected happens… we’re here for you.
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And if you’ve felt like estate planning was something “other people” do, we’re here to show you it’s for you, too, and it doesn’t have to be intimidating.
Now, let's get you started right away..!
You'll be on your way in 3 easy steps...
Step 1
Find Your Place
Discover where you are on your estate planning journey. In just a few minutes, you’ll know your starting point and the best next step to protect your legacy.
Step 2
A Great Resource
Your go-to guide for making estate planning simple. Learn the essentials, avoid common mistakes, and start making confident decisions.
Step 3
The Perfect Course
Our signature coaching program that takes you from “I’ll get to it someday” to having a clear, organized plan ready for your attorney to make it official.
