Estate Planning Services

We hold your future in the highest regard.

Just by navigating to this page, you've taken the first very important step to protecting your future and the future of those you love! Clients who come to Legacy Legal Planning for estate planning usually come here because something's happened in their life that's made them think, "Wait a sec... What happens if *I* pass away?"

This might be...

  • A change in family structure (marriage, divorce, new child)
  • A diagnosis
  • Buying a house or a large asset
  • The loss of a loved one

Whatever brings you here, we welcome you. Although thinking about death is unpleasant, we promise to make this process as seamless and fun as possible. Believe it or not, we sometimes crack up laughing alongside our clients at some of the conversations that bubble up throughout the estate planning process.

We always say without an estate plan, the state has a plan for you.

(And you probably will not like it...)
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Family Plan

Includes...

  • Will
  • Durable Power of Attorney
  • Health Care Proxy
  • HIPAA Authorization
  • Nomination of Guardianship
  • Other necessary documents vary from client to client

This plan ensures your wishes are declared, may help you avoid the probate court should you become incapacitated during your lifetime, but your Will does not avoid probate court after death.

Trust Plan

Includes...

  • Revocable trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Health Care Proxy
  • HIPAA Authorization
  • Nomination of Guardianship
  • Other necessary documents vary from client to client

Assets properly held in a Trust may help you avoid the probate court during life and after death.

Preservation Plan

Includes...

  • Irrevocable Trust
  • Revocable Trust (varies based on client goals)
  • Will
  • Durable Power of Attorney
  • Health Care Proxy
  • HIPAA Authorization
  • Nomination of Guardianship
  • Other necessary documents vary from client to client

Assets properly held in a Trust may help you preserve your assets and avoid the probate court during life and after death.

Testimonials

Integrity, intentness, very very helpful!
— M.C.B.
If you are in need for an attorney with estate-planning experience, I highly recommend this Legacy Legal Planning. Attorney Elizabeth Crusoe is the utmost professional lawyer - all my needs were met at a timely and expedited manner and everything was clearly explained to me. I cannot recommend her service and her law group enough. You would be very wise to utilize her services to ensure that your financial needs are well taken care of.
— J.G.F.T.
We have worked closely with Legacy Legal Planning in the past and have had a wonderful experience. Everyone is knowledgeable, pleasant, easily accessible and understanding of all our needs. We look forward to working with them again in the near future!
— M.C.
During the process of updating my mother's out-of-state trust, I had the pleasure of working with Kendra, who provided an extremely professional experience. From start to finish, Kendra was attentive, knowledgeable, and responsive to all of our needs and concerns. She took the time to explain every step of the process in detail and made sure that we fully understood everything before moving forward. Kendra's expertise in estate planning was evident throughout our interactions, and she was able to provide valuable insights and recommendations that helped us make undefined informed decisions about our trust. Her attention to detail and thoroughness were also greatly appreciated, as she made sure that all aspects of our trust were properly addressed and accounted for. I would highly recommend Kendra for any estate planning needs you may have. Her professionalism, expertise, and dedication to her clients make him an excellent choice for anyone looking for a trustworthy and reliable estate planning attorney.
— L.S.
Recently, my wife and I decided it was important to create a trust for ourselves, recognizing the importance of doing given the fact I just went through the process with my mom. This time, I called and interviewed a few firms and it wasn’t until I spoke with Michelle at Legacy Legal Planning that I realized all estate planning firms are NOT the same. Michelle set up a time for us to discuss the benefits of an estate plan, the risks of not having one, and even spoke of low cost options if we wanted to forego a complete estate plan and just go with standard documents. She spent 90 minutes answering all the questions both my wife and I had about the estate planning process and ensured all our questions were answered, yet we had not yet contracted with her at that point. Absolutely, felt no pressure to engage post our meeting. After my experience with the high powered legal firm in Boston, I immediately realized that Legacy Legal Planning was that “diamond in the rough” we had been looking to handle our estate planning needs. Michelle helped us fund our trust, made time to speak with our financial advisor, provided exceptional counsel, and demonstrated amazing patience for both my wife and I throughout. LLP will be on the top of the “Best Estate Planning Services in New England” someday and that is a fact!
— J.G.
Legacy Legal Planning put together all of our advanced planning, wills, etc. They even covered every aspect and many we never would’ve thought of. Their cost is very reasonable and their customer service cannot be beat by anyone! I would highly recommend them!
— J.G.
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