Joseph Legacy Planning is a premier concierge law firm specializing in comprehensive estate planning and probate law, serving clients throughout Michiana. Distinguished by its white-glove service and personalized approach, the firm focuses on custom wills, trusts, and estate solutions designed to protect assets and honor client wishes with precision and care.
The firm adopts a client-centered methodology, offering bespoke legal strategies through upfront pricing and dedicated counsel. With deep local roots and a commitment to compassionate, proactive support, Joseph Legacy Planning assists individuals, families, and business owners in navigating complex legal landscapes, ensuring smooth transitions and lasting legacies.
Services Offered
- Estate Planning
- Probate Avoidance
- Asset Protection
- Wealth Transfer and Gifts
- Business Succession
- Power of Attorney for Finance
- Incapacity & Medicaid Planning
- Charitable Planning
- Estate & Income Tax Planning
- Special Needs Planning
- Drafting New Wills and Trusts
- Revising Current Wills and Trusts
- Special Use Trusts (Pets, Guns, Lands, etc.)
- Medicaid Planning
- Advance Healthcare Directives
- Long-Term Planning & Care
- Veteran and Disability Benefits
- Probate Services
- Administration of Trusts
- Guiding Executors & Representatives
- Beneficiary Representation
- Real Estate Distributions
- Probate for Small Estates
- Inventory of Property
- Accountings of Income and Expenses
- Probate Disputes
Based in South Bend, Indiana, the firm provides services to individuals, families, and businesses, emphasizing clarity, efficiency, and compassionate guidance through every legal challenge.
