About Us Focused on providing the legal support you need to protect your loved ones.

About Us

Supporting Clients & Their Loved Ones

Founded in 2019, it has been our goal at Legacy Planning Group to provide the legal support clients need to protect those they love. Estate planning isn’t always easy, but it can be easier to grasp when you have an experienced and skillful attorney like ours to guide you through the process. We can help you make the plans you’ll need to protect your wealth during your lifetime, have your estate skip probate, and ensure there can be something left behind for those you love.

If you’ve been concerned about what working with an attorney on your estate plan would be like, you don’t have to worry with us. Our attorney at Legacy Planning Group strives to provide the experienced, professional, and compassionate assistance required during this process. Not only that, but we value taking a down-to-earth and personable approach that respects your time by making things as simple as possible. If you are ready to take the next step and begin working with an attorney on your estate plan, reach out to us for a consultation to learn more about how Legacy Planning Group can help.

Get in touch with us today by calling (310) 439-3704 or by submitting an online contact form.

    • California State Bar
    • Beverly Hillls Bar
    • Beverly Hills Estate Planning Council

We Can Accommodate Your Budget

If you’ve avoided estate planning because you were afraid of what it would cost, now’s the time to take action. While some attorneys offer services with prohibitive fees, Legacy Planning Group offers more affordable help that can accommodate your budget. By working with us, you can find cost-effective options to protect your assets, skip probate, and prevent financial burdens for your family.

We Offer Personalized Legal Service

You don’t want your attorney to treat your estate planning needs like anyone else’s. At Legacy Planning Group, we ditch the cookie-cutter approach to provide clients with the personalized level of service they need to feel confident that their estate plan can accomplish their objectives.

Simply put, our estate planning attorney invests time in learning as much as possible about you and what you want your estate plan to accomplish. No matter what your goals may be, we can help you achieve them with careful consideration for the details of your situation and what you’re striving to accomplish.

We Proactively Approach Estate Planning

Estate planning is all about looking toward the future and narrowing the possibilities of what can happen. From the first day you begin working with Legacy Planning Group, we’ll take a proactive approach and advise you of options that can help you achieve your goals and provide suggestions that you may not have anticipated.

By addressing foreseeable matters as soon as possible, we can equip you to avoid complications or mitigate them as much as possible to lessen their impact on you and your loved ones. If you value knowing what’s around the corner as much as possible, we encourage you to reach out to us and learn more about what our attorney can help you plan for in the future.

Call (310) 439-3704 or submit an online contact form to reach out to someone at our firm who can help.

Protect Your Future With an Experienced Estate Planning Guide

Do not put off your estate plan any longer. Allow us to guide you through the process so you can find peace of mind knowing that your future has a path to follow.

Positive Client Experiences

  • “Working with Geoff and his team was an easy and stress-free experience.”

    - Cheri M.
  • “My wife and I had been putting off our estate plan for months. Once the pandemic hit, we realized how important it is to have trust and wills in place.”

    - Leo F.
  • “I certainly would recommend Legacy Planning Group to my family and friends.””

    - Eileen S.

Reasons Why We Continue to Stand Out

  • 20+ Years of Legal Experience
  • Tailored Solutions for Each Client
  • Flat-Rate Fees for Services
  • Free In-Person & Phone Consultations