We partner with clients to plan, manage, protect, and transfer their estates and wealth.

Our comprehensive estate-planning and -management service in combination with deep expertise from financial, law, and regulatory specialists saves clients:

• Time: Settling estates can stretch for months into years depending on various factors, including the knowledge and effort level of the executor. Legacy Advisors expertly and efficiently manages the entire process from planning through the asset-distribution stage so the undertaking is as smooth as possible.


• Stress: The perils and pitfalls of navigating the estate-probate process mounts easily without a proper understanding of rules, regulations, and requirements. Legacy Advisors takes ownership of the demanding and numerous estate-related tasks, using a valuable network of resources to protect clients from fraud and oversights.


• Conflict: Family conflicts are the biggest threats and obstacles to estate planning and transactions. Legacy Advisors provides a personalized and high-touch scope-of-service that increases opportunities to keep the peace.