By now you’ve seen that Schwartz Legacy Planning, LLC. is something special and because you love your family, and want to keep them out of Court and out of conflict, when something happens to you, you are ready to take the first steps to get a plan in place. We think that’s a great idea. You know your family deserves the kind of protection, guidance and love we provide for a lifetime. It’s important that you know how we work because we do things a bit differently here than at other law firms. That’s why our clients love us so much.
You can fll out the form below to schedule a quick 15-minute phone call to learn more about us, or you can schedule a full Family Wealth Planning Session. Choose the option that’s best for you.
Hear From Our Clients
"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!"
"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."
"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."
"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."