LegacyLock, LLC

LegacyLock, LLC MyLegacylock.com is modernizing the creation of Will & Trust Documents.

02/06/2026

Most people avoid estate planning not because they don’t care,
but because they care so much it feels overwhelming.

The goal isn’t to think about everything that could go wrong.
The goal is to make sure the people you love aren’t left guessing.

One thoughtful plan can do that, and we can help.

Have questions? We are offering complimentary trust intro meetings to learn more about our estate plan process, and get ...
05/15/2025

Have questions? We are offering complimentary trust intro meetings to learn more about our estate plan process, and get all your questions answered. Let's schedule your trust intro today!

We wish you a Christmas and holiday season filled with loved ones, yummy food, and a whole lot of joy!
12/25/2024

We wish you a Christmas and holiday season filled with loved ones, yummy food, and a whole lot of joy!

Once upon a time, a family gathered for Christmas, only to discover there was no estate plan in place. Instead of joy, t...
12/20/2024

Once upon a time, a family gathered for Christmas, only to discover there was no estate plan in place. Instead of joy, they faced confusion, legal battles, and broken relationships.

🎄 The moral of the story? Don’t let your family’s holiday memories be clouded by avoidable stress.

Start your family’s happy ending today by creating or updating your estate plan. We can help! Call us at 480-330-6439.

Your estate plan is designed to protect your loved ones and ensure your wishes are carried out. But if your trustee does...
12/17/2024

Your estate plan is designed to protect your loved ones and ensure your wishes are carried out. But if your trustee doesn’t know they’ve been chosen—or isn’t familiar with your plan—it can lead to confusion, delays, and unintended mistakes when it matters most.

Communication is key! Make sure your trustee:

✅ Knows they’re named in your plan
✅ Understands their responsibilities
✅ Has access to important documents when needed

🔑 A well-prepared trustee is the key to keeping your estate plan running smoothly. Have you talked to your trustee yet? If not, now’s the time.

We hear people excited about finally obtaining their will all the time. We wish they knew the importance of taking the e...
12/13/2024

We hear people excited about finally obtaining their will all the time. We wish they knew the importance of taking the extra step to also obtain a trust. Please hear us out, so you don't make the same mistake!

🛑 While a will outlines your wishes, it still goes through probate, which can be time-consuming, costly, and public. A trust, on the other hand, allows your estate to avoid probate, ensuring a smoother, faster, and more private transfer of assets to your beneficiaries.

👉 Is your estate plan built to protect your loved ones from additional time, costs, and headaches? Let’s review it together.

If you have a loved one with special needs, an estate plan without proper provisions can unintentionally disqualify them...
12/11/2024

If you have a loved one with special needs, an estate plan without proper provisions can unintentionally disqualify them from vital government benefits like Medicaid or SSI.

✨ By setting up a Special Needs Trust, you can ensure they’re cared for financially without jeopardizing their eligibility for assistance programs.

Don’t let this mistake derail your child’s future—plan wisely.

👉 Have you thought about including special needs provisions in your plan? Let’s talk.

We think pie is the best part of a Thanksgiving meal! What is your favorite part?Happy Thanksgiving from our family to y...
11/28/2024

We think pie is the best part of a Thanksgiving meal! What is your favorite part?

Happy Thanksgiving from our family to yours. May your day be filled with joy and lots of pie!

Not funding your trust is like buying a safe and never placing your valuables inside. Unfortunately, many companies do n...
11/25/2024

Not funding your trust is like buying a safe and never placing your valuables inside. Unfortunately, many companies do not help you fund your trust, which means your trust isn't complete. Don't make the mistake of not completing your trust!

When you come to us for your estate plan, funding is part of our process, so you walk away with a fully completed estate plan! Is your trust funded?

Now you've avoided the first mistake of not setting up a plan. What's next? Now it's important to regularly review your ...
11/21/2024

Now you've avoided the first mistake of not setting up a plan. What's next?

Now it's important to regularly review your estate plan to ensure everything is up to date. We recommend looking it over annually. Review your trustee, beneficiaries, guardians, end of life decisions, etc. It's a good thing your LegacyLock plan allows you to make changes! Remember to give us a call if you need to make any changes.

One of the biggest estate planning mistakes people make is simply not creating one! When life is busy, it can be so easy...
11/18/2024

One of the biggest estate planning mistakes people make is simply not creating one! When life is busy, it can be so easy to procrastinate until a later date. However, you never know when you will need it, so TODAY is the day to create your estate plan!

Did you know that your LegacyLock account includes a personal online document vault? This is a great place to store an o...
11/12/2024

Did you know that your LegacyLock account includes a personal online document vault? This is a great place to store an online copy of your estate plan, and many other important documents!

Address

1234 S Power Road #101
Mesa, AZ
85206

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14805314978

Website

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