How We Are Different

At Creative Planning Legal, P.A., we take a financial planning-led approach to helping you achieve your legacy goals. We are here to help you leave a lasting legacy for the people and causes that matter most to you.

When you work with Creative Planning Legal, you receive:

  • Customized estate planning services — Our experienced estate planning attorneys work alongside your wealth manager to create a custom estate plan that carries out your personal wishes while helping to protect your family, avoid probate and reduce your estate tax liabilities. When applicable, we also assist with:
    • Tax strategies
    • Charitable giving
    • Establishment of private foundations
    • Business succession planning
  • Efficient, effective service – Many people perceive estate planning as a long and cumbersome process. At Creative Planning Legal, our goal is to make the process as simple and straightforward as possible for you.
  • Free, no-obligation consultation – The first step in our process is a complimentary, one-hour consultation. During this meeting, we get to know you and outline a strategy for your estate plan.
  • Clear guidance – At the end of our initial consultation, we outline our recommendations, explaining the costs and benefits of each. We include you throughout the process to help ensure every decision is moving the needle toward achieving your estate goals.
  • Upfront, transparent pricing – Following our initial consultation, we provide you with the exact cost of your estate plan. We are upfront and transparent with our fees to ensure you are never hit with an unexpected bill.

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We serve clients nationwide. Set up your free, no obligation consultation today.

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