Legacy planning

At Jackson & Williams Law, we believe true estate planning goes beyond simply drafting documents. That’s why we offer Legacy Planning. A hands-on service designed to ensure your plan actually works when your family needs it most.

Many people assume their planning is complete once a will or trust is signed. Unfortunately, even well-drafted documents can fail if assets are not properly titled, beneficiary designations are outdated, or property is never transferred into a trust. Legacy Planning bridges that gap.

We don’t believe in a “sign and send you on your way” approach. Instead, we walk with you through the process, answer your questions, and help ensure nothing is overlooked—so your wishes are carried out efficiently, your assets avoid unintended probate issues, and your family is protected from unnecessary stress and legal complications.

Legacy Planning takes your estate plan one step further. In addition to preparing your legal documents, we help implement your plan by making sure your assets are aligned with your intentions.

Our Legacy Planning services may include:

• Reviewing and correcting the ownership and titling of assets 
• Transferring assets into your trust, when appropriate
• Preparing and recording deeds to transfer real estate into a trust
• Reviewing and updating beneficiary designations on life insurance, retirement accounts, and financial accounts
• Identifying assets that should not be placed in a trust and ensuring they are properly coordinated with your plan
• Providing clear guidance so you understand how your plan works now and in the future