What We Do
Ensuring Your Legacy
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Peace of Mind Planning
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Estate Plan Analysis Consulting*
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Communicating Your Plan to Your Family Members
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Estate Plan Document Production*
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General Powers of Attorney​
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Special Powers of Attorney
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Simple Wills
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Simple Trusts
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Avoiding Probate
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Transfer on Death Options
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Property Transfers
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Setting up Beneficiaries
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Estate Document Preparation and Organization
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Memorial Planning
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Notary Services
Fulfilling Your Legacy
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Executor Support
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Inventory of Estate Property​​​
- Filing of Benefits Claims
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Estate Document Review and Organization​​
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Accounting of Receipts and Distributions
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Reporting to Beneficiaries/Court
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Estate Property Disposition​
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Trustee Support
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Distribution of Trust Assets/Income​
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Trust Reporting to Beneficiaries
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Tax Filing
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Establishing Tax Identification Numbers
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Estate Tax Return​
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Trust Tax Return
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* Some items may require the services of an attorney. Legacy Life Services, LLC, is not a law firm, and will not perform services requiring an attorney. However, David Dulaney, co-owner of Legacy Life Services, LLC, is a ​a licensed attorney, and he can perform services requiring an attorney. Such services will be invoiced separately from Legacy Life Services, LLC. Or, should you wish, we have partnered with attorneys in our local area to which we can refer you.
Value for Your Money
We offer our services at hourly rates or fixed fees, depending upon the service and complexity. All fees are described in writing and an agreement of work is signed before any services commence.