Serving High-Net-Worth Families Nationwide Since 1983

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The Creative Planning Legal Difference

Quality Estate Planning Services: You will receive a customized estate plan that carries out your personal wishes. We strive to help you create a plan that protects your family, avoids probate, and escapes estate taxes. Where applicable, we will also assist you with tax strategies, charitable giving, the establishment of private foundations, and business succession planning.

Excellent, efficient service: Most people perceive estate planning as a long and cumbersome process. At Creative Planning Legal, we complete the great majority of estate plans in less than one week, allowing you to move on with your life!

Free consultation: We offer a free initial one-hour consultation.

Clear options: At the end of the initial consultation, we outline the options available to carry out your wishes. The costs and benefits of each will be clearly explained.

Upfront value pricing: At the end of the initial consultation, the exact cost of the plan options will be quoted. Before any work is started, you will know exactly what the plan will cost.

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