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Legacy & Estate Planning, LLC

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Service type
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About
Help people avoid problems by proper advanced planning Enjoy helping people with things that seem overwhelming to many
Overview

Hired 2 times

3 employees

29 years in business

Business hours

This pro hasn't listed their business hours.

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Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

Projects and media
Projects and media
Reviews
5.0

4 reviews

5

100%

4

0%

3

0%

2

0%

1

0%


pro avatar
Ann M.

Mar 2, 2017

Hired on Thumbtack

Wills and Estate Planning
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Robert a.

Jan 4, 2017

Hired on Thumbtack

Very knowledgeable, makes house calls for when it's convenient for the customer. Very friendly and highly professional
Wills and Estate Planning
pro avatar
Gari T.

Sep 17, 2016

Maurice has done my Trust and Trusts for many close friend's I've referred to him. I've known him for over 25 years and would trust him with my life..and my family's lives. He's brilliant, kind and the most trustworthy person I've ever known!
pro avatar
Marnel M.

Sep 17, 2016

Maurice is a perfect combination of being highly professional and also personal and caring.

FAQs

  • What is your typical process for working with a new customer?

    Determine goals & objectives. My motto is

  • How did you get started doing this type of work?

    Determine goals & objectives. A motto is "People don't plan to fail, they just fail to plan!"

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