Estate Planning Support & Preparation
Helping you organize your legacy with clarity and confidence.
At Legacy Wealth Enterprise, LLC, we provide compassionate, step-by-step Estate Planning Support & Preparation services to help you get organized before meeting with an attorney. We focus on gathering, organizing, and preparing essential information and documents so you can save time, reduce stress, and ensure your wishes are clearly communicated.
While we are not attorneys and do not offer legal advice, our role is to guide you in preparing the information you’ll need for an attorney, notary, or other legal professional to complete your estate plan.
Our support helps you:
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Understand the documents typically included in an estate plan
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Organize financial and personal information in one secure location
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Identify potential gaps before meeting with your legal representative
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Save money on legal fees by arriving fully prepared
Contact us for more information of affordable preparation services.
Perfect For You If…
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You’ve been putting off estate planning because it feels overwhelming
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You want to make things easier for your loved ones in the future
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You want to work efficiently with your attorney or notary
Free Resource: Estate Planning Preparation Checklist
Get our free printable checklist to make your estate planning process smoother. Here’s what to gather or consider:
Personal Information:
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Full legal name, date of birth, and contact info
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Social Security Number
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Marital status & spouse’s details
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Names and contact info of children or dependents
Legal Documents:
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Existing wills, trusts, or powers of attorney
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Marriage certificate, divorce decrees, or domestic partnership agreements
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Adoption papers or guardianship documents
Financial Information:
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Bank account details (bank name, account type, last 4 digits)
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Investment accounts & retirement accounts
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Real estate property deeds & mortgage details
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Life insurance policies
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Debts (credit cards, loans, lines of credit)
Digital Assets:
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Online accounts & passwords
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Social media accounts & instructions for management
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Subscription services or digital storage
Health & Medical Information:
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Health insurance details
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Advance healthcare directive or living will
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Organ donation wishes
Funeral & Burial Preferences:
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Preferred funeral home
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Burial or cremation instructions
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Special service or memorial requests
