Concierge Service

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Estate Planning Tailored to Your Schedule

Complete Your Estate Plan in a Single Visit

At Legacy Estates & Trust, we understand that your time is valuable—and that when it comes to protecting your family’s future, there’s no reason to wait. Our concierge estate planning service is designed for individuals and families who want to complete their entire estate plan in just one appointment, with expert legal guidance every step of the way.

Whether you meet with us in our Austin office or request a home visit, our experienced estate planning attorneys will guide you through the process, draft your documents, and ensure everything is signed, notarized, and finalized in a single sitting.

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Smiling couple finalizing their estate plan during a same-day home visit with an attorney.

What’s Included in Our Concierge Service?

With our expedited estate planning option, you’ll receive the same care and thorough legal review as our traditional services, just on a faster timeline. During your session, we’ll handle:

Drafting and executing your last will and testament
Creating living wills and advanced directives
Preparing powers of attorney for financial and medical matters
Establishing trusts, if needed
Completing notarization and final document delivery

This premium service is ideal for clients facing urgent circumstances, those who are traveling or relocating, or simply anyone who prefers to get things done efficiently with the help of professionals.

Office or Home – You Choose the Setting

Our concierge clients can choose where to complete their estate plan:

In-Office Appointment

Meet at our office for a private, fully scheduled estate planning session.

Home Visit Available

Prefer to stay at home? We offer in-home estate planning visits for added convenience. A small travel fee may apply.

This flexibility ensures your legal documents are created in a setting that works best for you and your family.

Contact Legacy Estates & Trust Today

To schedule a concierge appointment, either in our office or at your home, contact us online today. Ask about our same-day estate planning service and see how easy it can be to secure your legacy. Let’s complete your estate plan, start to finish, in one streamlined visit.

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Explore Our Professional Legal Services

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.