COASTAL LEGACY LAW
www.CoastalLegacyLaw.com
Areas of Focus: Family Business Planning, Kids Protection Planning, Life and Legacy Planning
Licensed States: Florida, Tennessee
We offer a lifetime relationship so that your Plan evolves and changes with you and your loved ones. We only do flat-fees so that there are no surprise bills! And, we are always available to answer and ask questions when it comes to your planning. We provide you with the opportunity to plan for all possible risks, and pass on your legacy, as you want. We don’t bombard you with legal jargon. We’re here to educate you on designing the right plan.
P.S. We are excited to announce that de Jesus Law Group is now Coastal Legacy Law! There will be no change in ownership, staff (expect to grow), or services provided by our firm. We continue to remain dedicated to providing our clients and anyone referred to us, the same high quality legal services in estate planning.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.