Elder Law & Estate Planning Services
Creating Peace of mind For You and Your Family
Serving the Birmingham, AL area
Legacy Legal Services is your experienced guide to Elder Law, Wills, Trust, and Probate.
What Others Are Saying
34 common estate planning traps
and how to avoid them
Legacy Legal Services is offering this FREE e-book to assist you in your efforts to learn more about the cruical need to have a will, trust, or estate plan in place so that your family will not be left in the dark and wondering how to navigate the legal landscape of what to do when you or your spouse have passed away. Some things you will learn to avoid in this e-book:
- Do it yourself disasters.
- Missteps with beneficiary designations.
- Tax blunders for those with substantial estates.
- Other common oversights and omissions.
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A Lasting Legacy
“Proper Estate Planning Is As Much About Passing on Your Values As It Is Your Valuables”
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How can we help you
Frequently Asked Questions
What exactly is “estate planning”?
It’s the process of deliberately arranging what will happen to your assets both before and after you die, including deciding who will manage them.
How often should I update my will or trust?
Whenever you “add or lose heirs” or experience a major life change—marriage, divorce, birth, retirement—because your estate documents must stay current.
Is a simple will enough to protect my family?
A will is essential, but Legacy Legal Services cautions that it may not cover every need and should often be paired with other tools such as trusts or powers of attorney.
What is a living (inter-vivos) trust and why might I need one?
It lets you place assets in a trust during your lifetime so they pass privately and without probate to your chosen beneficiaries after death.
What does a Power of Attorney (POA) do in Alabama?
An Alabama POA authorizes a trusted agent to act for you—financially, medically, or otherwise—if you’re unable to act yourself.
How can a life estate affect inheritances?
A life tenant may use the property for life, after which it automatically transfers to remainder beneficiaries—shaping how assets move outside probate.
Which life stages should think about estate planning?
Legacy Legal Services targets six stages: Young Adults, Newlyweds, New Parents, Empty Nesters, Retirees, and Legacy & Care—each with unique planning needs.
What does elder-law planning cover?
It addresses the complex legal and care issues that arise as loved ones age, and shows how an attorney can safeguard both care and assets.
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Why choose us
At Legacy Legal Services, PC, we focus on Estate Planning, Elder Law, Wills, Trust, Power of Attorney, Advanced Directive Healthcare, and Probate, and we are here to listen to you and help you navigate the legal system.
We actually care
Knowledgeable
Experienced
Detailed
Reliable
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