Avoid Probate Delays
Help your loved ones avoid long court processes and access your assets faster when it matters most.
Thoughtful Estate Planning
Protect what matters. Plan for what lasts.
Create a thoughtful plan for the people and assets you care about most—with clear guidance, fewer surprises, and greater peace of mind.
✓ Avoid probate delays
✓ Preserve privacy
✓ Plan with confidence
Private Consultation
A clearer next step for your family.
Have a no-pressure conversation about your goals, your family, and the options available to you.
✓Understand your estate planning options
✓Learn how to avoid common probate issues
✓Get guidance tailored to your situation
No pressure. Just clarity.
Why Families Choose a Living Trust
A considered way to protect what you've built.
A living trust can help reduce stress, protect your privacy, and make things easier for your loved ones during difficult times.
Protect Your Privacy
Unlike probate, a living trust can help keep your estate matters private and out of the public record.
Stay in Control
You keep control of your assets during your lifetime and can update your trust as your needs change.
Plan for Incapacity
If you become unable to manage your affairs, your chosen successor trustee can step in smoothly.
How It Works
A simple path to protecting your legacy.
1
Book a Free Consultation
Share your goals, family situation, and the assets you want to protect.
2
Get a Tailored Trust Plan
We guide you through the right structure based on your needs and priorities.
3
Secure Your Legacy
Finalize your documents with confidence and protect your family for the future.
Transparent Pricing
Quality planning, without the law firm price tag.
Most Popular
Full Estate Planning Package
$1,500
- ✓ Will
- ✓ Living Trust
- ✓ Power of Attorney
- ✓ Advance Healthcare Directive
Optional
Add Ons
- Amendment Fee (per document) $75
- Annual Document Review $150
- Notary (select areas) $50
Add-ons can be selected during or after your consultation, based on what your plan needs.
Who This Helps
For families who want to plan before life gets complicated.
Whether you want to protect your children, organize your assets, or reduce future legal complications, a living trust can be a valuable part of your plan.
Parents with children
Homeowners
Blended families
Business owners
Retirees
Anyone planning ahead
A Common Concern
“I've been meaning to do this, but I kept putting it off.”
That's common. Most families delay estate planning until a health issue, major life event, or loss forces urgent decisions. A living trust helps you plan before stress takes over.
Start Planning TodayAbout Us
A personal approach to something deeply important.
Meet the people behind Legacy FI.
Director
Isa Gates
Director of LegacyFi, Isa Gates understands how overwhelming estate planning can feel. That’s why she created a solution that empowers families to protect what matters most—with ease and confidence. Her mission is to ensure no family is left unprepared due to fear, cost, or confusion.
Advisor
Nancy Iraheta
- B.S. in Healthcare Administration and Systems, University of Phoenix
- 12 years in hospitality, opening 2 properties for Mr. Marriott
- 22+ years with Stanford Healthcare, including University and Children’s Hospital
- 11 years in the financial industry serving the Latino community
- A wife and proud mother of 3 children
Clarity
Plain-language guidance
Care
Family-centered planning
Confidence
A plan for what comes next
“Our goal is to make estate planning feel less intimidating and more like what it really is: taking care of the people you love.”
Book a Free Consultation
Let's make your next step clear.
Have a thoughtful conversation about your family, your goals, and whether a living trust is the right fit for you.
✓ No-pressure conversation
✓ Guidance based on your goals
✓ Clear next steps
Frequently Asked Questions
Answers to common questions.
What is a living trust? +
A living trust is a legal arrangement that allows your assets to be managed during your lifetime and transferred efficiently to your beneficiaries after death.
Is a living trust only for wealthy families? +
No. Many families use a living trust to simplify estate administration, avoid probate delays, and plan for incapacity.
Can I change my trust later? +
In many cases, yes. Revocable living trusts are commonly designed to be updated as your life and goals change.
How do I know if I need one? +
A consultation can help determine whether a living trust fits your goals, family structure, and assets.
Start Today
Don't leave your family guessing later.
Take the next step toward a more secure, organized, and thoughtful estate plan.
Book Your Free Consultation