Independent attorneys, ready to review your prepared plan
We bridge structured preparation and licensed legal execution. Choose document review, a guided consultation, or full implementation — all delivered by independent licensed attorneys.
Three ways to engage an attorney
Basic Review
A licensed attorney reviews your prepared documents for clarity and completeness.
- Attorney review of your generated documents
- Written feedback on gaps or risks
- Recommendations before signing
Guided Review
Document review plus a 45-minute attorney consultation.
- Everything in Basic Review
- 45-minute attorney consultation
- Personalized walkthrough and Q&A
Full Legal Implementation
Engage an attorney to finalize, execute, and implement your plan.
- Document finalization with your attorney
- Execution and notarization coordination
- Asset re-titling and trust funding guidance
- Optional ongoing legal relationship
Find an attorney for your situation
Filter by state, document type, and complexity. Business owners are automatically matched with attorneys experienced in succession.
Marisol Rivera, J.D.
Top ratedFocuses on revocable trusts, wills, and probate for Texas families.
Grant sharing consent below to submit a request.
Caroline Bauer, J.D.
Top ratedFlorida revocable trusts, homestead, and probate avoidance.
Grant sharing consent below to submit a request.
Jonathan Park, J.D., LL.M. (Tax)
Top ratedHigh-value estates, irrevocable structures, and business owners.
Grant sharing consent below to submit a request.
Daniel Okafor, J.D., LL.M.
Top ratedBusiness owners and high-net-worth families. Multi-trust frameworks and succession.
Grant sharing consent below to submit a request.
Helen Chen, J.D.
Top ratedCalifornia revocable trusts and pour-over wills.
Grant sharing consent below to submit a request.
Rebecca Stein, J.D.
Top ratedNew York wills, health care proxies, and revocable trusts.
Grant sharing consent below to submit a request.
Adrian Mendez, J.D.
Closely-held business transitions and layered trust structures.
Grant sharing consent below to submit a request.
Marcus Grant, J.D.
WaitlistFamily business succession across the Southeast.
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Sharing & consent
Before we share your Legacy Blueprint summary, generated documents, and any business continuity summary with the attorney you select, we need your explicit permission.
Currently serving Texas, California, Florida, and New York
We are onboarding attorneys state-by-state, prioritizing markets with the highest demand for trust and business succession work. Request your state and we will notify you when coverage opens.
Are you an attorney?
Apply to join the Legacy Prep Solutions referral network.
Legacy Prep Solutions provides educational and document preparation support services and does not provide legal advice. Clients are encouraged to consult a licensed attorney.