More Than Estate Planning

“In 2009 my father retained Legacy Lawyers, PLLC to prepare an Estate Planning Portfolio for my step-mother and himself. He selected Legacy Lawyers, PLLC due to their experience in Estate Planning as well as their expertise in Elder Law. In the preparation of my parents Estate Planning Portfolio Legacy Lawyers worked very close with my father and me and kept us up to date of all matters throughout the preparation period. They advised us on all relevant issues, provided excellent advice on key information and always provided timely answers to questions requested by my father and me. Some of the documents in my parents Estate Portfolio included a Living Trust, Funding Powers and Instructions, Living Wills, Trust Affidavits, Health Care Powers, Life Insurance, Gifting, and Memorial Instructions. After the passing of my step-mother in January, 2011 and my father in December, 2014 I met with Legacy Lawyers, PLLC and their lead Attorney Mr. John J. Peck. Legacy Lawyers, and Attorney John Peck provided me with the information I needed to understand the work to be performed by Legacy Lawyers, PLLC. After receiving a very detailed proposal for the work to be performed by Legacy Lawyers, PLLC, I retained their services to handle the Probate and Trust Administration for my father’s estate. Throughout the entire work process provided by Legacy Lawyers, PLLC, Attorney John Peck was always available to meet with me and provide guidance for the work being performed. Attorney John J. Peck, and Legacy Lawyers, PLLC provided excellent leadership skills and were very instrumental in completing the work within our agreed upon schedule. I found their completed work to be very accurate, thorough, and performed in a very professional manner. Due to the performance of Attorney John J. Peck and Legacy Lawyers, PLLC my family was very satisfied with their work and how we were treated as clients. As Trustee and Executor of my father’s Estate I am very pleased with the performance of Legacy Lawyers PLLC, and their Lead Attorney, John J. Peck. I would highly recommend their services on any matters related to Estate Planning as well as Probate and Trust Administration. They are a very professional organization and provide excellent services.”

Caroline

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