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408-443-3135

ADDRESS
322 S 1st St, San Jose, CA 95113, United States

Life & Legacy Counselors

ESTATE PLANNING | ESTATE ADMINISTRATION | BUSINESS PLANNING | ELDER SERVICES
Faith | Excellence | Relationships | Service | Trustworthiness

The Life and Legacy Counselors is a distinguished and compassionate firm that specializes in guiding individuals and families through the complexities of estate planning, asset protection, and wealth preservation. With a profound understanding of the emotional and financial significance of planning for the future, the firm offers expert legal counsel and personalized solutions to help clients secure their legacies with confidence.

At The Life and Legacy Counselors, clients can expect a team of experienced attorneys who are not only well-versed in the intricacies of estate planning but also deeply committed to providing attentive, empathetic, and client-centric services. The firm recognizes that each client’s situation is unique, and, as such, tailors comprehensive estate plans that align with their specific needs, goals, and values.

With a focus on building enduring relationships, The Life and Legacy Counselors invests time in getting to know their clients on a personal level. By fostering open communication and active listening, the firm ensures that every aspect of a client’s estate plan is thoughtfully crafted, addressing their concerns and objectives comprehensively.

The firm’s dedication to education is evident in its commitment to empowering clients with knowledge and informed decision-making. Through clear and concise explanations of legal concepts, the attorneys at The Life and Legacy Counselors ensure that clients fully comprehend the implications of their estate planning choices, fostering a sense of empowerment and control over their legacy.

As champions of effective wealth preservation, the firm offers innovative strategies to safeguard assets and minimize tax burdens, ultimately maximizing the value of their clients’ estates. Whether it involves creating trusts, establishing charitable foundations, or developing succession plans for businesses, The Life and Legacy Counselors are adept at customizing solutions that reflect the aspirations and values of their clients.

Beyond estate planning, the firm also specializes in guiding families through the probate and administration process with sensitivity and efficiency. The Life and Legacy Counselors’ experienced attorneys are well-equipped to handle even the most complex estate matters, providing much-needed support during emotionally challenging times.

With a deep commitment to serving diverse communities, The Life and Legacy Counselors takes pride in fostering an inclusive environment where every client feels valued and respected. The firm embraces diversity and actively seeks to address the unique estate planning challenges faced by various cultural backgrounds and family structures.

The Life and Legacy Counselors’ dedication to excellence is complemented by a user-friendly website that offers valuable resources and informative articles on estate planning topics. With easy access to essential information, clients can feel empowered to take the first step towards securing their future and the legacies they wish to leave behind.

In summary, The Life and Legacy Counselors sets itself apart as a compassionate and highly skilled firm that prioritizes the emotional well-being and financial security of its clients. With a focus on personalized estate planning, asset protection, and wealth preservation, the firm ensures that each client’s life story is carefully woven into their legacy, leaving behind a lasting impact on the people and causes they hold dear.

Business Hours

  • 9:00 am - 5:00 pm
  • 9:00 am - 5:00 pm
  • 9:00 am - 5:00 pm
  • 9:00 am - 5:00 pm
  • 9:00 am - 5:00 pm
  • 9:00 am - 5:00 pm
  • 9:00 am - 5:00 pm
Life & Legacy Counselors

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Life & Legacy Counselors

  • 5335 Wisconsin Ave Suite 440
  • 855-574-8481