Legacy Wealth Counsel ico

Legacy Wealth Counsel

Lawyers Near MeNew YorkKings CountyCarroll Gardens

Mailing: 249 Smith Street, PMB 2029, Brooklyn NY 11231 Office:, Brooklyn, NY 11231, USA

5.0

Melissa was amazing to worth with. She made a potentially daunting process fast and painless all while being exceedingly thorough and providing me with excellent support and guidance throughout the process. I wholeheartedly recommend her services.

Shirah Wercberger
  • Overview
  • (718) 635-1656
  • www.legacywealthcounsel.com

Legacy Wealth Counsel Introduce

Are you seeking experienced legal guidance for your estate planning needs in the Brooklyn area? Within the "Lawyers Near Me" platform, we are pleased to introduce Legacy Wealth Counsel, a legal practice located in Brooklyn, NY 11231, with a mailing address at 249 Smith Street, PMB 2029, Brooklyn NY 11231. While the provided information includes both a physical office location and a mailing address, the key takeaway for local users is the accessibility of their services within Brooklyn. Legacy Wealth Counsel, led by Melissa, appears to specialize in areas such as trusts, living wills, and broader estate planning, catering to individuals and families looking to secure their financial futures and legacies.

While specific details about the office environment of Legacy Wealth Counsel are not explicitly mentioned, its presence in Brooklyn suggests a professional setting where clients can comfortably discuss sensitive and important matters related to their wealth and estate. Local accessibility is a significant advantage for users of the "Lawyers Near Me" platform, allowing for convenient in-person consultations and a more personal attorney-client relationship. You can likely expect a confidential and organized environment designed to facilitate thorough legal discussions and the creation of comprehensive estate plans.

Based on the glowing reviews from real clients, Legacy Wealth Counsel, particularly through the work of Melissa, offers specialized legal services in estate planning. The testimonials specifically mention the creation of trusts and living wills, indicating a focus on helping clients protect their assets and make crucial decisions about their future and healthcare. Within the context of "Lawyers Near Me," this suggests that local users can find expert assistance in the following key areas:

  • Trusts: Establishing various types of trusts to manage and distribute assets according to the client's wishes, potentially minimizing taxes and ensuring smooth transitions for beneficiaries.
  • Living Wills: Creating legal documents that outline a person's preferences for medical treatment in the event they become incapacitated and unable to make those decisions themselves.
  • Estate Planning: Providing comprehensive advice and drafting legal documents related to the management and distribution of assets after one's passing, including wills, powers of attorney, and healthcare proxies.
  • Potentially Elder Law: Given the focus on trusts and estate planning, Legacy Wealth Counsel may also offer services related to elder law, such as Medicaid planning and guardianship.
  • Wealth Management Planning: Assisting clients in structuring their assets to achieve long-term financial goals and ensure their wealth is protected and transferred according to their intentions.

The positive feedback consistently highlights several key features of Legacy Wealth Counsel's services. Melissa is described as "amazing to work with," indicating a client-focused approach and strong interpersonal skills. Clients felt the process, which can often be perceived as complex and overwhelming, was made "fast and painless" due to her efficiency and clear guidance. Her thoroughness is also emphasized, assuring clients that all aspects of their legal needs are being carefully considered and addressed. The description of "excellent support and guidance throughout the process" suggests that Legacy Wealth Counsel prioritizes clear communication and ensures clients understand each step involved in their estate planning.

Furthermore, Melissa is lauded for her "outstanding professionalism and responsiveness." This is crucial in the legal field, where timely and accurate communication can alleviate client anxiety and ensure a smooth process. Her "incredible knowledge" is specifically mentioned, reinforcing the idea that clients are receiving advice from a well-informed and capable legal professional. The ability to promptly address questions, explain complex concepts clearly, and tailor plans to individual needs underscores a personalized and client-centric approach that is highly valued within the "Lawyers Near Me" platform, where users seek local experts who can understand and address their unique circumstances.

The enthusiastic recommendation "without any hesitation!!" from a satisfied client serves as powerful promotional information for Legacy Wealth Counsel. It conveys a high level of trust and satisfaction, which can be influential for local users seeking similar legal services. The positive testimonials essentially act as endorsements, highlighting the quality of service and the positive outcomes clients have experienced.

While specific promotional offers or discounts are not mentioned in the provided information, the emphasis on personalized service ("tailored the plan to my needs") can be seen as a key benefit. Legacy Wealth Counsel appears to prioritize understanding each client's unique situation and crafting solutions that best fit their individual circumstances. This tailored approach, combined with the positive reviews highlighting efficiency, thoroughness, and clear communication, positions Legacy Wealth Counsel as a strong choice for local residents in Brooklyn needing estate planning services.

In conclusion, Legacy Wealth Counsel, operating within Brooklyn, New York, and accessible through the "Lawyers Near Me" platform, offers expert legal services in estate planning, particularly in the areas of trusts and living wills. Led by Melissa, the firm is praised for its professionalism, responsiveness, thoroughness, and client-focused approach. The positive testimonials from satisfied clients underscore the quality of service and the ability to make complex legal processes manageable. For individuals and families in the Brooklyn area looking for reliable and knowledgeable assistance in securing their financial futures and planning their estates, Legacy Wealth Counsel presents a highly recommended local legal resource. Contact them at (718) 635-1656 to discuss your specific needs and benefit from their expertise.

Legacy Wealth Counsel Photos

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Legacy Wealth Counsel Location

Legacy Wealth Counsel

Mailing: 249 Smith Street, PMB 2029, Brooklyn NY 11231 Office:, Brooklyn, NY 11231, USA

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Reviews

Melissa was amazing to worth with. She made a potentially daunting process fast and painless all while being exceedingly thorough and providing me with excellent support and guidance throughout the process. I wholeheartedly recommend her services.

Nov 01, 2024 · Shirah Wercberger

I worked with Melissa on my Trust and Living Will which she delivered with outstanding professionalism and responsiveness. She incredibly knowledgeable, promptly addressing all my questions, explained complex concepts clearly, and tailored the plan to my needs. Highly recommended without any hesitation!!

Dec 01, 2024 · Hussein Harajli

Melissa was so wonderful to work with, I can't recommend her enough! She was so patient with our family and my elderly dad, especially. Talked us through everything and made sure we understood. Our family is so relieved to have important documents in place for our dad, trust, will, health care proxy, power of attorney, etc. Reasonable prices, kind, helpful, respectful professionals - it was a great experience and my dad is so relieved to have taken care of it. 5 stars.

Oct 18, 2024 · Linda Falcone

We engaged Legacy Wealth Counsel to establish a living trust for my family and I. I worked with Melissa and she was wonderful. She was friendly, understanding and patient. She explained the process of what would take place so you're mentally prepared when you meet with her. She was thorough and answer many of my "what if" questions. While our case was not super complicated, many of our relatives live out of state and wanted to understand with better granularity what some of the processes would be. On the day we signed the trust, everything was well organized and expedient. I would highly recommend her and I would go back to her for further estate planning or other services.

Oct 11, 2024 · Bobby Lee

Melissa worked with my husband and me to create an estate plan. Over multiple meetings, Melissa took the time to understand our goals and personal situations, asking lots of questions and giving us things to think about and discuss. Melissa laid out clearly what we needed to do each step of the way. After our final meeting, she gave us clear instructions and helpful documents for tasks we needed to complete on our own. She was patient and kind -- a real joy to work with. Highly recommend.

Sep 22, 2024 · Lynne Miller

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