About Legacy
We started Legacy Wills and Trusts with one belief: every family deserves a thoughtful, professionally crafted estate plan — not just the wealthy, and not just those who live near a law office.
A Boutique Firm Built on Trust
Legacy Wills and Trusts was founded in Sacramento, California by attorneys who saw firsthand how many families were left vulnerable — not because they didn't care, but because estate planning felt too complicated, too expensive, or too far out of reach.
We set out to change that. To keep our services genuinely affordable, our experienced paralegals prepare all documents first — then our licensed attorneys review and give final approval before anything reaches you. You get attorney-quality work at a price that makes sense for real families.
By pairing that process with flat-fee pricing and a fully remote workflow, we've made comprehensive estate planning accessible to families across the country — from first-time homeowners putting a simple will in place, to multi-generational families building sophisticated trust structures.
Qualified. Experienced. Committed.
California State Bar Licensed Attorneys
Authorized to practice in all 50 states
Paralegals prepare documents — attorneys review and approve every plan
Specializing exclusively in estate planning
Hundreds of families served across the country
Fully remote process — no office visit required
What Guides Everything We Do
Our values aren't a mission statement on a wall — they're the standard we hold ourselves to on every single client engagement.
Legal Precision
Every document we draft is reviewed for accuracy, compliance, and enforceability — so your plan holds up when it matters most.
Family-First Approach
We take time to understand your family's unique dynamics, goals, and concerns — not just your assets.
Flat-Fee Transparency
No billable hours, no surprise invoices. You know exactly what your estate plan costs before we begin.
Genuine Care
Estate planning is deeply personal. We treat every client with the patience, empathy, and respect they deserve.
Ready to Get Started?
A free consultation takes 20 minutes and gives you a clear picture of exactly what your family needs. No pressure, no obligation.