Protecting your legacy, securing your future.
Over 60% of Americans have not established a
plan for the last half of their life.
We help families plan for the future and safeguard the things that matter most. Whether you’re protecting your legacy with estate planing or ensuring a loved-one receives dignified care - we’re here to help.
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We make preserving your legacy simple.
We’ve helped hundreds of folks just like you create a plan to protect what matters most. Working with Legacy Legal is simple - here’s how it works:
Fill out the contact form
Together, we make a plan
Enjoy peace of mind
How can we help?
Elder Law
Offering you and your loved one peace of mind with asset protection, long-term care planning, end of life planning, Medcaid and VA planning, business succession planning, and more.
Estate Planning
An estate plan is essential in protecting the people
you love most. Our Ohio Estate Plan can include
documents such as a living will, POA, last will and
testament, trusts, and more.
Trust Administration
Trust administration comes with many unique complexities. We can assist in: Obtaining an EIN, sending beneficiary letters, making distributions, closing out a trust, and more.
“You worked hard for what you have and you deserve to pass it on.. under your own terms.”
The truth is, not all
firms are created equal.
Many law professionals may offer Estate planning, but very few consider it their area of focus.
Here at Legacy Legal Solutions, Elder and Estate planning are the primary focus of what we do. We have built a reputation as go-to experts in our area
of specialty and provide educational resources and seminars to other law professionals in our community.
Above all, we take pride in serving your family with the expertise and integrity you deserve.. through every step of the planning process.
“Richie is a very responsive and very knowledgeable Attorney.
I would highly recommend his services."
-Michael Joseph
Your life and legacy matter.
It’s time to protect it.
The truth is, we live in a world where planning for the last half of life is feels uncomfortable; and we often avoid it. Our society has not prioritized the necessary education to equip us (or our loved ones) with an action plan.. to protect our legacy - and the future of our family.
Our mission and purpose is to normalize the conversation around planning. Our passion is giving you guidance and support through the legal processes involved in Elder and Estate planning.
Our Process
The LLS process is the 3-step model in which we serve our clients - from the first time meeting to our ongoing service. Our primary specialty is serving families in Elder and Estate planning care.. so you can feel confident knowing our simplified process will maximize your plans for the future.
Creation Session
Carefully craft the best plan to meet your goals
Finalize the W's of the plan together
Who is going to play what role in my plan?
What assets do I have to leave?
Where am I going to leave the assets?
Discuss next meeting - Signing
Signing Session
Documents are signed and plan is legally created
Receive binder with all documents
Non Trust Plans discuss/receive guide for avoiding probate with all assets
Trust Plans - steps for "funding" the trust are discussed
Trust Plans - Accountability session is scheduled and "homework" given
Accountability Session
Only required for Trust plans
Review of client "homework"
Discuss next steps to ensure trust is
utilized properlyFinal meeting of the creation process
Celebrate your decision to protect your legacy!
Estate Planning | Free Guide
When it’s time to start making a plan..
Fill in your information below to receive your free planning guide: