Our Services
Clarity for today. Preparedness for what comes next.
Legacy Planning
We support individuals and families in preparing for periods of incapacity or after death by clarifying wishes, sensitive matters, and how information should be communicated when the time comes.
This preparation may involve documentation, guided conversations, and coordination support — always handled privately and within clear professional boundaries.
This is planning done quietly, thoughtfully, and in advance.
Life Organization
We help individuals and families organize essential personal information, documents, and instructions into a clear and structured record.
This may include identifying key contacts, outlining important details, and clarifying information that others may need to understand or access in the future. The goal is simple: order without urgency.
This work is often done proactively, long before it is needed.
Our Role
At Legacy Office, we help individuals and families prepare for moments when important decisions may need to be made, including periods of incapacity or after death.
Our work includes clarifying wishes, sensitive matters, and how information should be communicated, supported by documentation and guided conversations when appropriate.
What We Do
What We Are Not
The Legacy Office is not a law firm, executor, or financial institution. We do not provide legal advice, manage assets, or execute decisions on behalf of clients.
Our role is to support clarity, preparation, and coordination — complementing the work of legal and financial professionals when needed.
When appropriate, we coordinate with trusted estate lawyers and financial planners, either those you already work with or professionals we can recommend, to ensure preparation aligns with formal legal and financial planning.