Reviews

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.

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

Very professional. Nice people. Very thorough.

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

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!

A very kind and courteous staff that was also very knowledgeable and thorough. They made the process very easy for us.

Efficient

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.

Addressed my questions promptly and with great customer service.

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.