Can LegacyWise refer me to an attorney in my area?

Yes. LegacyWise partners with legal professionals in all active states and can refer you to a local attorney to answer your questions.

Will LegacyWise answer my legal questions?

No. LegacyWise does not offer legal services. People with legal questions should seek an attorney’s advice. LegacyWise users may opt to be referred to a nearby attorney for signing and for any follow up questions. Services other than signing typically would require that a fee be paid to the attorney.

Does LegacyWise offer tax planning?

No. LegacyWise does not offer tax planning. People with tax planning questions should seek their accountant or financial advisor’s advice. Under recent federal legislation, over 90% of estates presently are exempt from any federal taxation. That helps to simplify the LegacyWise documents.

I have a unique family structure. Is LegacyWise right for me?

Yes. LegacyWise works for most family structures, including blended families, multigeneration families, adoptive and foster families, LGBTQ families, single parents, and grandparents raising grandchildren, among others.

Can I use LegacyWise to update an old Will or Trust?

Yes. LegacyWise can be used to replace an old Will or Trust.

¿Puede LegacyWise referirme a un abogado en mi área?

¿LegacyWise responderá mis preguntas legales?

¿LegacyWise ofrece planificación fiscal?

Tengo una estructura familiar única. ¿Es LegacyWise adecuado para mí?

¿Puedo usar LegacyWise para actualizar un testamento o fideicomiso antiguo?