Legacy Estate Planning, LLC
For Legacy Estate Planning, LLC
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Overview
2 - 9
Employees
2000
Year Founded
ABOUT LEGACY ESTATE PLANNING, LLC
Helping people preserve their wealth
A specialized estate planning law firm that provides holistic planning services for individuals and families, aiming to minimize disorder, legal proceedings, and disputes.
Languages Spoken
English
HIGHLIGHTS
2 - 9
Employees
2000
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Estate Planning Services
30% Legal Services
About the Team
OUR STORY
Founded in 2000 by Steve Waltar, our firm is dedicated to guiding families in the Puget Sound area through estate planning and the complexities following a loved one's passing. Steve's personal experience with his mother-in-law's loss revealed the challenges faced due to confusing legal procedures, inspiring him to provide compassionate, tailored estate solutions. Over nearly two decades, our team has helped thousands create effective plans that protect assets, minimize taxes, and avoid probate costs, emphasizing personalized approaches that fit individual needs. We also assist clients in trust administration, special needs planning, and unique concerns like family businesses, LGBTQ planning, and pet trusts. Through free resources and seminars, we aim to empower families to make informed decisions, ensuring their legacies and
Locations
Headquarters
2320 130th Avenue Northeast
Bellevue, Washington, United States 98005
