Legacy Estates & Trust Client Portal contains intake forms for new clients and a payment tool for current clients. We encourage you to contact our office if you have any further questions or have an issue with payment.
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Let Us Secure Your Future
Wills, Living Wills, & Trusts
Protect your assets with wills, living wills, and trusts to ensure your wishes are carried out after death and during incapacitation.
Powers of Attorney
Create Powers of Attorney to appoint trusted individuals for managing your finances or health care in the event you cannot do so yourself.
Letters Testamentary
Obtain letters testamentary to give executors the authority to manage and distribute the estate of a deceased person.
Muniment of Title
A muniment of title simplifies the transfer of property ownership without formal probate, ensuring swift property title changes.
Heirship Determination
Determine heirship to establish legal heirs in the event of a deceased person’s estate without a will or other documentation.
Small Estate Affidavit
File a small estate affidavit to simplify the process of distributing a deceased person’s assets, avoiding lengthy probate procedures.
Special Needs Planning
Special needs planning ensures Long-term care and financial support for a loved one with disabilities while maintaining government benefits.
Probate Avoidance Planning
Probate avoidance planning helps reduce the costs and time involved in probate by structuring your estate to bypass the process.
Deed Update
Update your deed to ensure the correct ownership and legal transfer of real property as part of your estate planning process.
Unclaimed Property Recovery
Recover unclaimed property through diligent processes, ensuring rightful owners regain assets held by the state or financial institutions.


