Multigenerational family together — plans that grow with you
Estate Planning Services

Plans that grow with you

Life rarely stays simple for long. As your family, your assets, and your goals evolve, your estate plan should evolve too. We're here for every step — from a starter will to advanced multi-generational planning.

Meeting you exactly where you are

Estate planning isn't one decision — it's a relationship. The plan that fits a new homeowner with young kids isn't the same plan that fits a business owner approaching retirement, or a family navigating a special needs trust.

At eLegacy, we offer flat-rate pricing on wills and trusts, with custom quotes on advanced planning based on what your situation actually requires. No hourly billing. No surprise invoices. Just clarity at every stage.

1Starting Out

Wills

For most families, a will is the right first step. It names a guardian for your children, designates an executor for your estate, and ensures your wishes — not a state default — guide what happens next.

It's the foundation everyone needs, and a great place to begin building your legacy.

Learn more about Wills →

A will is right for you if…

You're building your plan from the ground up and want a clear, affordable starting point.

  • You want to name guardians for minor children
  • Your assets are modest and uncomplicated
  • Privacy and probate speed aren't immediate concerns
  • You want a simple, lower-cost foundation that can be built upon later
2Stronger Protection

Trusts

As life grows — a home, investments, a business, a blended family — a trust gives you protections a will alone can't. It bypasses probate, keeps your affairs private, and lets your wishes take effect immediately if you ever become incapacitated.

Trusts are about control, privacy, and speed — making sure what you've built passes the way you intend, without the public delay and cost of court proceedings.

Learn more about Trusts →

A trust is right for you if…

Your life has grown more complex — more assets, more people, more reasons to plan carefully.

  • You own real estate, investments, or a business
  • Privacy and probate avoidance matter to you
  • You want control over how and when beneficiaries receive assets
  • You have a blended family or special-needs considerations
3Specialized Strategy

Advanced Planning

When estates grow complex — significant wealth, business interests, multi-generational goals, tax exposure — the planning has to keep up. Advanced planning is where strategy and structure work together to protect what you've built and shape what you'll leave behind.

Whatever the situation, our attorneys design plans that anticipate the next decade, not just the next decision.

Schedule a consultation →

Where advanced planning helps

A sampling of strategies we use to address sophisticated estate, tax, and family considerations.

Multi-Generational Planning
Estate Tax Planning
Blended Family Planning
Asset Protection
Gifting Trusts
Life Insurance Trusts
Special Needs Trusts
Spousal Trusts
Business Succession
Charitable Remainder Trusts
Credit Shelter Trusts
Medicaid & Long-Term Care Planning

Frequently Asked Questions

Yes. A virtual estate plan is just as legally binding as one created in person. Documents are drafted by a licensed attorney, signed by you, and notarized through approved remote notarization processes recognized in your state. The final documents are identical to what you would receive at an in-person law firm.
eLegacy is a law firm with licensed attorneys; LegalZoom and Trust & Will are software platforms with document templates. Every eLegacy plan is drafted and reviewed by a real estate planning attorney who knows your situation. We also coordinate with your financial advisor and handle trust funding — a step DIY services leave entirely to you.
eLegacy uses flat-rate pricing — you know your full cost before we begin, with no hourly billing or surprise invoices. Wills start at $995. Trust plans and advanced planning options are quoted during your free consultation based on your specific situation.
It depends on your assets, family structure, and privacy preferences. A will is the right starting point for many families. A trust is typically the better choice if you own real estate, want to avoid probate, value privacy, have a blended family, or want to plan for incapacity during your lifetime. We help you decide during your free consultation.
Most estate plans are completed in 6–8 weeks from your initial consultation. The exact timeline depends on how quickly you can review documents and respond at each step — when you engage promptly, we move quickly. More complex situations — business interests, blended families, special needs planning — may take longer, but you will always have a clear roadmap upfront.
Trust funding is the process of legally transferring your assets — real estate, accounts, business interests — into the name of your trust. An unfunded trust does not work. Most attorneys leave this step to the client. eLegacy coordinates with your financial advisor and handles the retitling, so your plan actually does what it is supposed to do.
Yes — and you should. Life changes, and your estate plan should keep up. We recommend reviewing your plan every 3–5 years or after major life events such as marriage, divorce, the birth of a child, a move to a new state, or significant changes in assets. eLegacy clients retain ongoing access to our team.
Yes — and we encourage it. Estate planning works best when your attorney, financial advisor, and CPA work together. We coordinate directly with your financial team on tax planning, beneficiary designations, and asset titling. Your advisor stays informed throughout the process and can join planning meetings as needed.
Our Promise

One firm, every stage

You shouldn't have to start over with a new attorney every time life changes. As your family grows, your assets multiply, or your priorities shift, we're the same team you started with — already familiar with your story, ready to evolve your plan with you.

Start with a Free Consultation