Our Library

1. What is Our Legacy Circle?

 

Our Legacy Circle is a trusted partner in legacy and estate planning. We provide personalized services—including wills, trusts, succession planning, and our secure Legacy Vault to help individuals, families, and organizations prepare for the future with clarity and peace of mind.

​

2. What services do you provide?

​

We offer a full suite of services, including:

• Will and Trust Planning

• Legacy Planning (family history, personal values, words of wisdom)

• Succession Planning for families, leaders, and organizations

• The Legacy Vault: a secure, digital repository for legal, medical, financial, and personal documents

• Specialized packages for law enforcement, faith-based leaders, and families

 

3. What is the Legacy Vault?

​

The Legacy Vault is a secure, cloud-based platform where you can safely store, organize, and share your most important documents. Categories include:

• Legal (estate planning, marriage, divorce, business documents)

• Medical (contacts, history, medications, directives)

• Property (real estate, vehicles, family heirlooms)

• Financial (assets, debts, insurance)

• Digital (social media, cloud storage, digital assets)

• Legacy (family stories, photos, personal reflections)

 

4. Why do I need a will or trust?

 

A will or trust ensures your wishes are clearly documented and legally recognized. This helps avoid family disputes, protects your assets, and simplifies the estate settlement process. Trusts also provide privacy, probate avoidance, and ongoing management for your beneficiaries. 

 

5. How is a will different from a trust?

​

• Will: A legal document that directs how your assets should be distributed after death. It typically goes through probate court.

• Trust: A legal entity that holds and manages your assets during your lifetime and after death. Trusts avoid probate, offer privacy, and can provide tax advantages.

 

6. How much does it cost to set up a will or trust with Our Legacy Circle?

 

Our pricing is structured to meet different needs. Wills start at $595 and trust-based plans begin at $1,495-$1,995. We also offer white-glove services and customized packages for families, leaders, and organizations.

​

7. What happens during the estate planning process?

 

Our process is designed to be simple and stress-free:

1. Discovery Consultation – We learn about your goals and family needs.

2. Design & Review – We create a customized plan that fits your wishes.

3. Signing & Delivery – All documents are finalized and legally executed.

4. Legacy Vault Setup – Your documents are securely stored.

5. Ongoing Support – We remain available to answer questions and provide updates as needed.

 

8. Is the Legacy Vault secure?

 

Yes. Security and confidentiality are our top priorities. The Legacy Vault uses encryption and strict access controls to ensure your personal and financial information remains private and protected.

 

9. Can my family access my Legacy Vault after my passing?

 

Yes. You designate trusted contacts who will receive secure access to your Vault at the appropriate time. This ensures your family can locate essential documents without stress or delay.

 

10. What makes Our Legacy Circle different from other estate planning providers?

 

We combine professional estate planning expertise with personalized, white-glove service. Our approach is holistic—we don’t just prepare documents, we help preserve your values, history, and legacy. In addition, our specialized packages for law enforcement, faith leaders, and families provide unique, tailored solutions.

 

11. Do I need an attorney to work with Our Legacy Circle?

 

Our process includes access to licensed attorneys when necessary. However, much of the planning and document preparation can be facilitated through our structured services, saving you time and expense while ensuring compliance with state laws.

​

12. How often should I update my estate plan?

 

We recommend reviewing your plan every 3–5 years or whenever you experience a major life event, such as marriage, divorce, birth of a child, purchase of property, or change in financial circumstances.

 

13. Can organizations or churches partner with Our Legacy Circle?

 

Yes. We offer partnership packages for churches, nonprofits, and professional organizations to provide estate and legacy planning services to their members, leaders, and employees.

 

14. What if I already have a will or trust?

 

We can review your existing documents to ensure they remain current and aligned with your goals. Many clients find that updating their plan with Our Legacy Circle adds clarity, organization, and secure storage through the Legacy Vault.

 

15. How do I get started?

 

It begins with a complimentary Discovery Consultation. During this session, we’ll discuss your goals, answer your questions, and outline the best plan for your needs.