Legacy Legal Services

Legacy Legal Services is the name for the formal updating system for the clients of Strategic Wealth Legal Advisors. This formal updating system is crucial because estate plans often face numerous changes including; personal, financial, and legal changes. Consistent updating helps ensure that the estate plan will actually work the way it was intended. Clients who have enrolled in the Legacy program are entitled to our assistance throughout the year in updating their planning without incurring additional fees. On an annual basis our office conducts client meetings in a group format where we are able to present the important tax and legal changes for that year and update clients’ documents to reflect those changes. The program also includes an educational workshop series designed to educate clients and their chosen helpers on various topics related to their estate plan. Finally, participation in the Legacy Program reduces the work that needs to be done at the time of administration of the estate, thereby reducing the corresponding fees for that service. This Program is designed to ensure that a client’s estate plan will be maintained and carried out effectively and efficiently.


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