Legacy Legal Services

Legacy Legal Services is name for the formal updating system for the clients of Strategic Wealth Legal Advisors. Under this system clients may have their estate plans updated to conform with changes in the law at an annual updating meeting. Clients may also have estate plans altered to reflect changes in their personal or financial situations at any time without incurring additional fees. The program also has an educational workshop series based upon timely estate planning topics and training programs, such as trustee training and beneficiary training. The hallmark of the program is the establishment of lower trust administration fees for clients that receive regular updates under the program. This system is designed to reduce the overall costs of estate planning when considering estate design, updating, and settlement fees as a whole.