Schwartz Legacy Planning

The process of drawing up our estate plan was clearly mapped out from the start. Casey and her team are a well oiled machine. Each member of the team thoroughly explains what will be covered in a meeting and how you must prepare for it. Everyone was professional and amiable. I really appreciate the flat fee (as an attorney) because bills can surprise you when based on hourly rates. I highly recommend.

My experience with Schwartz Legacy Planning was outstanding from start to finish. The entire team is professional, knowledgeable, and genuinely cares about helping clients plan for their future with confidence. They took the time to explain every detail clearly and made the process of setting up my trust and other estate planning documents smooth and stress-free.

Where do I begin! The service is top notch If you're looking for a trusted advisor with an incredible team, look no further! This is coming from a place of love and respect. I began as a client watching a drop the mic presentation on estate planning, to being apart of Schwartz Legacy Planning law firm. I felt compelled to share their mission. To protect loved ones and assets with Love, Care and Ease #1 Estate Planning

We had the most amazing experience with Casey Schwartz and her team! We highly recommend them to everyone and they truly went above and beyond our expectations. Having a trust was so incredibly important for our family and we are thankful every day that we have a plan for our darling son just in case. It's the best thing you can do for your family.

So glad I random signed up for a Free webinar on Facebook! Everyone at Schwartz Legacy Planning worked together to seamlessly get our Will and Trust put together. Something we have been putting off for too long! It's took having to deal with probate to realize we didn't want our kids to have to go through that! Worth every penny.