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Trust & Estates

At Legacy Legal Group, we create individualized plans that fit your family, shape your finances, and provide for the legacy you want to leave.

Estate planning involves the development of a plan for managing your assets and affairs during your lifetime, in case of incapacity, and upon your death. Although each plan is unique to the client, every client should have an estate plan including a will, a health care directive, and a durable power of attorney. People with even modest assets should consider wealth preservation strategies, such as the use of trusts. 

Your estate plan not only works for you during your lifetime, but it is a gift to your family. Upon your incapacity or death, it provides your family with the guidance and tools they need to make decisions during a very difficult and emotional time.

To determine what plan is right for you, contact our office at (231) 941-5000.


We provide quality representation for estate planning matters, including:

  • Wills
  • Revocable Living Trusts
  • Special Needs Trusts
  • Irrevocable Life Insurance Trusts
  • Irrevocable Gift Trusts
  • Charitable Trusts
  • Pre-Marital / Post-Marital Agreements
  • Durable Powers of Attorney
  • Health Care Directives
  • Guardianships & Conservatorships

Legacy Legal Group, PLC

126 East Front Street
Suite 2
Traverse City, MI   49684

Phone: (231) 941-5000
Fax: (231) 941-5000