Our Services
Legacy Advocates was created with the unique needs of retirees and their families in mind. Understanding that financial matters can be complex at this stage of life, we provide personalized financial guidance, estate planning services, and a variety of fiduciary services tailored to your individual circumstances.
Our core commitment is to respect your personal priorities. Your goals are our goals. We strive to clarify your financial thoughts, simplify decision-making, and help you make wise choices. When possible, we collaborate with your existing team of advisors, including tax professionals, legal counsel, stockbrokers, and bankers, to ensure a holistic approach to your financial planning.
With no obligation on your part, our dedicated team focuses on understanding your unique concerns and developing strategies that align precisely with your goals.
Trustee or Successor Trustee
Serving you in your time of need by following the directives of your revocable living trust.
Curator Services
If there is a pending dispute over who should be appointed as personal representative, the probate court may appoint a curator until a specific personal representative is appointed. A curator is essentially someone neutral who is appointed to temporarily administer an estate. Many probate attorneys request that a curator be appointed while there is a pending dispute over the qualifications of a currently-appointed personal representative. If you need a neutral party to temporarily administer an estate, please consider our services.
Personal Representative
Named in your Last Will and Testament to administrate your estate. Sometimes this is known as “executor.”
Bill Pay Services
Are you finding it more difficult to keep up with all the day to day management of your financial affairs? We offer personally customized services to see that your bills are paid on time and confidentially. Tailored to meet your needs, you can relax knowing your bills are paid, your account is balanced and forms are made ready for your tax accountant at year's end.
Attorney-in-Fact
This is the person granted legal authority through a Durable Power of Attorney. It is a position of significant responsibility and requires the attorney-in-fact to always act in the best interests of the grantor of the power.
Consultative Services
Sometimes you just need someone to talk to about issues related to retirement, aging, and the important decisions you must make along the way. An experienced consultant, Lee is very aware of the challenges seniors face and can be a resource for many of the decisions you and your family must make.
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