What We Do

Estate Planning and
Business Law

Two focused practice areas. Focused counsel handled personally, from first call to final document.

Practice Area 01

Estate
Planning

Most people put off their estate plan until something forces the issue. A health scare. A friend who passes without a will. A business partner who can't make decisions because there's no power of attorney in place. Legacy First Law makes it straightforward to get this done now, not later.

Whether you're a first-time homeowner putting a simple will in place, or a business owner building a comprehensive multi-asset plan, Legacy First Law delivers the same level of direct, personal attention.

All estate planning work is handled on a flat-fee basis, agreed upon before any work begins. You'll know the full cost before you sign anything.

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What's Included

Wills and Living Wills

A legally binding document that directs how your assets are distributed, names guardians for minor children, and expresses your final wishes.

Revocable and Irrevocable Trusts

Trusts offer privacy and greater control over how and when assets pass to your beneficiaries, often avoiding the time and cost of court-supervised administration.

Powers of Attorney

Designate a trusted person to make financial and healthcare decisions on your behalf if you become incapacitated. An important planning tool for many adults.

Healthcare Directives and Advance Directives

Document your medical wishes and end-of-life preferences so that your family never faces impossible decisions without your guidance.

Asset Protection Strategies

Planning strategies designed to address ownership, liability, creditor, and tax considerations as your estate grows.

What's Included

Business Entity Formation

LLCs, corporations, partnerships, and more. We help you select the right structure for liability protection, tax efficiency, and long-term flexibility.

Contract Drafting and Review

Clear, enforceable contracts that protect your interests. Whether you're entering a new partnership or reviewing a vendor agreement, we review the legal, financial, and operational terms that may affect your business.

Operating Agreements and Bylaws

The governing documents that define how your business runs, how decisions are made, and what happens when partners disagree. Built to prevent disputes before they start.

Partnership and Shareholder Agreements

Define ownership rights, buyout provisions, and exit strategies before they become contentious. A well-drafted agreement can clarify rights, responsibilities, decision-making, and exit provisions before disputes arise.

Business Succession Planning

What happens to your business when you retire, become incapacitated, or pass away? We design succession plans that protect its value and your family's financial future.

Mergers, Acquisitions and Sales

Buying or selling a business is one of the most complex transactions you'll face. Our team manages the legal side with the business acumen to help you evaluate and document the legal and business terms of the transaction.

Practice Area 02

Business
Law

Choosing an appropriate legal structure can affect liability, taxation, governance, and future growth. Legacy First Law handles the entity work, the contracts, and the governance documents so the legal foundation matches the business.

An MBA alongside the J.D. isn't a footnote. It means the firm understands your business model, your risk exposure, and your growth objectives, giving legal counsel rooted in business reality, not just legal theory.

All business law work outside of court proceedings is handled on a flat-fee basis. You know the cost before the work begins.

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Pricing

Clear fees.
No surprises.

Legacy First Law operates on a flat-fee model for all out-of-court legal work. You know the full cost before any work begins. Always.

Outside Our Scope

Litigation and Court Matters

Referred Out to trusted specialists

Legacy First Law focuses on out-of-court and pre-litigation transactional work. If your situation requires litigation or court appearances, we refer you directly to a trusted sister firm that handles exactly those needs.

  • We discuss your situation before any referral
  • Direct introduction to the right attorney
  • Ongoing coordination if both matters overlap
  • Honest guidance on whether litigation is warranted
Discuss Your Matter

Free consultation, 15 minutes, always. Your first call or meeting is completely free. Bring your questions, your situation, and your concerns. Walk away with clarity about what you need and what it will cost before you spend a dollar.

Ready to Begin?

Your plan starts with
a free conversation.

Schedule a free 15-minute consultation and tell us what you're working with. We'll give you honest guidance on exactly what you need and what it will cost. No pressure. No obligation.

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Questions first? Call: (210) 610-7440