Schwartz Legacy Planning

I met with Casey after watching, and being very impressed by, one of her free online seminars about legacy planning. Our initial meeting was several hours long and very comprehensive. She asked me some very thought provoking questions that hadn't previously occurred to me. Her guidance and expertise allowed me to craft the best Trust for my son and his future children. The whole planning process was very well organized and I feel confident that my wishes will be carried out as I intended. I highly recommend Casey and her fantastic team!

I had an excellent experience working with Chloe at Schwartz Legacy Planning to create my living trust. The entire process was clear, thorough, and stress-free. They took the time to explain everything in a way that was easy to understand and made sure my wishes were fully protected. I felt supported, informed, and confident every step of the way. Highly recommend Schwartz Legacy Planning to anyone looking for professional, compassionate, and knowledgeable estate planning services.

I received info about a presentation by Schwartz Legacy Planning. Decided to attend but said if this is what I’ve heard before I’ll sneak out. I didn’t. I stayed. Casey Schwartz and her team are amazing. My husband and I decided to put our legacy planning in their hands and they did not disappoint us. They have prepared us for all that will occur in our future. It’s not just that we’re grateful, our children are going to be very, very grateful because it’s all completely organized. Thank you Schwartz Team!

After moving to SC, I learned that not all estate planning laws are the same from state to state, and there are gray areas as to whether documents are valid from one state to another. To be certain I’m leaving my children in the best position with my estate, I engaged with Schwartz Legacy Planning. Casey and her team are wonderful at explaining estate laws and helping you to determine the best path for your family. I just finished redoing my documents with them. The entire team was great to work with from start to finish. Highly recommend ⭐️⭐️⭐️⭐️⭐️

Casey and her team are fantastic. Very helpful in talking through estate planning and making sure things are in order, and depending on the package selected (I did full trust, will, POAs), they are very thoughtful in making sure everything meets you and your family’s needs. I especially loved the option for an interview that is recorded to have for loved ones at end of life.