Address: 80 Washington Street Building S, Norwell, MA 02061, USA
“Legal Legacy is a gem and by far the best kept secret when it comes to estate planning firms in the New England region. Here’s how I know..... Last year, I needed to set up a trust account for my Mom, so I decided to google “Best estate planning” firms in New England. The one that got rave reviews was a large firm in Downtown Boston who will not be named here, so I decided to have them draft up estate documents for her. At the end of the process, my mom and I were handed a small binder with all the basics, POA, HIPPA, last will & testament, etc.... in an estate plan. Not much consultation and I felt I was getting “lawyer speak” from the estate planning attorney that I retained which was a little frustrating. Recently, my wife and I (early 50’s) decided it was important to create a trust for ourselves, recognizing the importance of doing given the fact I just went through the process with my mom. This time, I called and interviewed a few firms and it wasn’t until I spoke with Michelle at Legacy Legal Planning that I realized all estate planning firms are NOT the same. Michelle set up a time for us to discuss the benefits of an estate plan, the risks of not having one, and even spoke of low cost options if we wanted to forego a complete estate plan and just go with standard documents. She spent 90 minutes answering all the questions both my wife and I had about the estate planning process and ensured all our questions were answered, yet we had not yet contracted with her at that point. Absolutely, felt no pressure to engage post our meeting. After my experience with the high powered legal firm in Boston, I immediately realized that Legacy Legal Planning was that “diamond in the rough” we had been looking to handle our estate planning needs. We decided to go with a full estate plan and after we were handed our documents, Michelle said to us “we’re not done after today, now we have to work together to get assets into the trust in the right way”. Michelle and Legacy Legal Planning don’t look at estate planning as a “one and done”, their operating model is about a true partnership and relationship that will last a lifetime. Many other firms like the one I referenced above are done with you once the binder is complete. Trust me on that..... Michelle helped us fund our trust, made time to speak with our financial advisor, provided exceptional counsel, and demonstrated amazing patience for both my wife and I throughout. She kept saying “This is a lot of information so if you have any questions, please pick up the phone and call me”. The larger firms don’t always do this as evidenced by my example above. Here are the facts: David beats Goliath when it come to estate planning....... The larger Boston firm charged a lot more money for an inferior experience, inferior product and a sub par customer experience. VS. Legacy Legal Planning’s exceptional and friendly service model whose value far exceeds that of its competitors. LLP will be on the top of the “Best Estate Planning Services in New England” someday and that is a fact!!!!!”
Address: 382 Washington St, Norwell, MA 02061, USA
“I had the pleasure of using their services for the first time,recently.Gary Thomas was very helpful and welcoming in helping me plan my future. The staff is professional and like a family unit.My. needs are fulfilled and Gary many thanks once again .”
Address: 454 Washington St #1, Norwell, MA 02061, USA
Address: 17 Accord Park Dr, Norwell, MA 02061, USA
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