From a humble, single-employee staff to over 1,000 clients, two books, and millions in client dollars saved, Legacy Estate Planning is proud to announce its 20-Year Anniversary.
Following the death of his mother-in-law, Stephen Waltar set a course to help clients navigate the legal and financial aspects to losing a loved one. Family, passion, and love were at the heart of Steve’s endeavors. Throughout the years, Legacy Estate Planning helped individuals avoid chaos, court, and conflict as they planned their future and navigated the process of losing a loved one. The passion for helping others only grew as the firm did. The trusted attorneys and staff at Legacy Estate Planning look forward to continually providing peace of mind for our clients in the coming decades. To learn more about the firm visit our About Page.
Join Legacy Estate Planning as the firm celebrates 20 years of dedication and hard work to preserving your future and Legacy. Everyone is welcomed to join. Legacy Estate Planning will be hosting two virtual parties. The first virtual party will occur on January 13th at 2:00 P.M. (PST) and the second virtual party will occur on January 14th at 6:00 P.M. (PST). There will be presentations by Legacy Estate Planning founder, Steve Waltar and Attorney Andrea Lee. In addition, those who register before the deadline will be sent a free gift to open with fellow virtual attendees. Make sure to have your favorite beverage ready as we will toast to the success of the firm. Check out the Facebook and LinkedIn pages for this event to stay up-to-date on all celebration discussions.
Please register via Zoom before December 31st to receive a free gift!