Skip to main content

My Legacy

Who We Serve

My Legacy Trust is designed for individuals and families at every stage of life, including:

Parents with minor children

Homeowners

Retirees and pre-retirees

Business owners

Blended families

Unmarried partners

Families caring for a person with disabilities

Individuals with property in multiple states

Families with international assets or beneficiaries

People who need to update an older estate plan

You do not need to be wealthy to need an estate plan. Anyone who has family, property, savings, a business, personal wishes, or people they care about can benefit from planning ahead.