Legacy Life Plan, LLC

Feb 8th, 2024

Working with Dalia was an absolute pleasure. Her thorough reveiws and steady demeanor made me feel at ease as we worked through each step of our projects together. She has compassion and grace and made something so overwhelming become less stressful and in the end, I am confident I have done all I need to do in order to get my affairs in order. I highly recommend her.
Jan 10th, 2024

The team at Legacy Life Plan, LLC provided me highly efficient, timely, thorough, and individualized estate planning advice and services. The meticulous attention to clients particular circumstances and details was evident to me from my first interaction with the team. The clear explanations provided about this complex area of law allowed me to feel very comfortable with the decisions I made throughout the entire process and will make as life circumstances trigger future trust and estate planning requirements. Thank you Legacy Life Plan, LLC for allowing me to complete an important project on the "Life Management to Do List".
Oct 31st, 2023

Dalia took the time and made the effort to explain all of the pros and cons associated with creating a will. Little did we know how complex some of the issues are but Dalia was able to explain all of the intricacies very clearly. Thank you.
Sep 25th, 2023

Dalia is so wonderful and I am very grateful for her! She listened to all the details of my plans and went over every single item giving me the pros and the cons. She explained everything perfectly. It's not easy putting together a life plan, but Dalia made it simple and easy to understand. I highly recommend her! You will not be disappointed.
Jul 12th, 2023