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Hear From Our Clients

Pete

"Casey and her team made the process of legacy planning seamless. Casey walked us through the details of this legal process and broke it down into easy to understand steps. Casey cares about her clients and it shows in all of her interactions. Thank you Casey for your services!"

Pete

Josh

"At the end of the process, we feel comfortable that our children will be taken care of if something happens to us. I'm glad we chose Casey and Dave -- they're great, I highly recommend them, and now we have one less thing to worry about."

Josh

Sue

"Estate planning is never an easy topic of conversation to have but Casey was able to guide us through. She has a very simple and carefully thought out plan to make sure our loved ones are taken care of. She brought up things we had never contemplated and was very professional every step of the way. We’d recommend Casey for anyone that needs to get started on this very important part of parenting."

Sue

Ali

"Honestly, a really terrific experience with Schwartz Legacy. I feel like I walked away with 2 friends that have my back. They go above and beyond! The whole process was easy, it wasn’t confusing, and they do a legacy interview at the end (which is pretty unheard of amongst other ppl I know that have a trust… it’s a a top notch idea that I really appreciated). Would recommend Schwartz to anyone and everyone."

Ali