Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington

Address: 2320 130th Ave NE Suite 230, Bellevue, WA 98005.
Phone: 4254556788.
Website: waltar.com
Specialties: Estate planning attorney, Elder law attorney.
Other points of interest: Online appointments, Onsite services, Assistive hearing loop, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS)

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) 2320 130th Ave NE Suite 230, Bellevue, WA 98005

⏰ Open Hours of Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS)

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–2:30 PM
  • Saturday: Closed
  • Sunday: Closed

Legacy Estate Planning, LLC: Un enfoque integral para la planificación de su legado

Con sede en Bellevue, WA, Legacy Estate Planning, LLC es una división de Stephen M. Waltar, PS que ofrece servicios de planificación de sucesiones de alta calidad. Su equipo de expertos en planificación de sucesiones está comprometido con brindar asesoramiento personalizado y atenciones excepcionales a sus clientes.

Ubicación y Contacto

La empresa se encuentra ubicada en:

Address: 2320 130th Ave NE Suite 230, Bellevue, WA 98005.

Teléfono: 425-455-6788.

Website: waltar.com.

Especialidades

Legacy Estate Planning, LLC ofrece servicios especializados en:

  • Estate planning attorney
  • Elder law attorney

Cómo podemos ayudarle

Nuestro equipo de expertos en planificación de sucesiones está aquí para ayudarle a crear un plan de sucesiones personalizado que se adapte a sus necesidades y objetivos. Nuestros servicios incluyen:

  • Planificación de sucesiones
  • Testamentos
  • Verdaderas
  • Seguros de vida
  • Planificación financiera

Puntos de interés

Nuestros clientes valoran nuestros servicios debido a nuestra capacidad para:

  • Ofrecer asesoramiento personalizado y atenciones excepcionales
  • Crear planes de sucesiones personalizados
  • Proporcionar una experiencia de cliente excepcional
  • Ser accesibles y comprensivos

Opiniones

Legacy Estate Planning, LLC ha recibido opiniones positivas de nuestros clientes. Nuestro compromiso con la excelencia y nuestra dedicación a nuestros clientes se refleja en nuestras opiniones.

Média de opinión: 4.8/5.

Esta empresa ha 21 reviews en Google My Business.

Preguntas frecuentes

Nuestro equipo está aquí para responder a sus preguntas y brindar asesoramiento adicional. Algunas preguntas frecuentes incluyen:

  • Qué servicios ofrece Legacy Estate Planning, LLC
  • Cómo puedo programar una cita con ustedes
  • Cuál es el costo de sus servicios

Información de contacto

Para obtener más información o programar una cita con nosotros, por favor no dude en contactarnos.

Phone: 425-455-6788.

Website: waltar.com.

Address: 2320 130th Ave NE Suite 230, Bellevue, WA 98005.

👍 Reviews of Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS)

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington
Mark S.
5/5

My wife and I met with Andrea Lee to discuss issues with our trust. She gave us the information at the right level of detail and as well as options that were clearly stated. This made our decisions easy. We appreciated her straightforward approach as well as her attention to detail and understanding of our situation. We worked with her 4 years ago on other estate issues. We highly recommend Andrea for her professionalism and excellent communication skills. We are looking forward to working with her in the future.

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington
Amanda R.
5/5

They were so great about explaining all of our options and made it a painless and smooth process. Everyone in the office is very friendly and great at their job. I highly recommend them!

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington
Elena M.
5/5

Wonderful, professional, and quick! Had a great experience, and feel well set up for the future. Thanks Andrea and team!

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington
Bill W.
5/5

My wife and I are very pleased with the guidance we received at Legacy Estate Planning and especially Andrea Lee. We had a complicated estate including several trusts. Thank you Andrea and your staff for giving us peace of mind. We highly recommend Legacy Estate Planning!

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington
devin H.
5/5

Very professional and helpful thorough out the process. Dacon and Damon Hayes

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington
Ryan F.
5/5

I'm an attorney in California who reached out to the Legacy Estate Planning to assist with transferring Washington property into my client's trust. Their office was excellent to work with. They were professional and responsive. They advised me what they would be doing, the fee for it, and then delivered as promised. I definitely recommend that anyone looking for a trust and estates attorney in Washington to reach out to Steve and his team at Legacy Estate Planning.

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington
M. M.
5/5

Very professional. Nice people. Very thorough.

Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS) - Bellevue, Washington
Rob Y.
5/5

I had a great experience last year with Stephen Waltar in preparing the estate plan for my wife and I, including a minor child and two young-adult children who we wouldn't want to suddenly come into the funds in our estate if we were to both die suddenly at their current ages. Steve listened to our concerns and creatively crafted documents that addressed them.
I saw an article in the Wall Street Journal last week, "Before You Die: A Tech Checklist," that said some attorneys include language addressing email and social media accounts. I went back and checked... sure enough, Steve had explicitly addressed those issues in our documents.
Very thorough; thoughtful. He's the only member of the American Academy of Estate Planning Attorneys within a hundred miles of Seattle.

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