Estate & Legacy Planning
Estate planning isn’t just about documents — it’s about peace of mind. We help you preserve your assets, reduce conflict, and create a lasting impact for generations.
Attorney-Drafted
Estate Plan Documents.
Simple, Affordable, and Stress Free.
The Complete Will & Trust Package Includes:
Step-by-step guidance from a Legacy Planner
Revocable Living Trust
Income Only Option
A/B Trust Option
Spendthrift Provisions
IRA "Look-through"
Optional Sub-Trust for Children
Certificate of Trust
Last Will and Testament
Guardianship for Minor Children
Special Needs Trust
24/7 Account Access
Financial Power of Attorney
Healthcare Power of Attorney
Living Will
Advance Directives
Online Funding Kit
Unlimited Funding Letters
Online Document Vault
Unlimited Updates & Changes
Unlimited Restatements
Lifetime Updates
*Legal documents written by Attorneys. Do-it-yourself estate document software licensed from EDP, LLC. LegacyLock LLC and EDP, LLC are not law firms and do not provide legal or tax advice. This website and the products available on this website are not a substitute for the advice of an attorney. If you have questions about your specific circumstances, you should consult with an attorney or tax advisor who is licensed in your state.
Testimonials
Peace of Mind Starts Here.
"
“Preparing for the future” is something that is always in the back of my mind but actually sitting down to do all the paperwork was so daunting that I’ve been putting it off for YEARS. Working with the estate plan team was so easy and pleasant that I’m embarrassed it took me so long!
Once I committed, they were gentle and kind with helping me do my part and then they did all the hard part and I just signed where they told me to. The peace of mind I have now is priceless.
-Sonja D.
FAQS
Frequently Asked Questions
What is an estate plan and why do I need one?
An estate plan is a way to organize your important documents and decisions so your wishes are carried out and your loved ones are protected. A complete estate plan goes beyond just a will — it helps manage healthcare choices, financial responsibilities, and how your assets are handled. Having a plan in place provides peace of mind and makes things easier for your family during difficult times.
What happens if I don't have an estate plan?
Without an estate plan, the state decides how your assets are distributed, which may not match your wishes. This can result in delays, additional costs, and potential conflicts among loved ones. Important decisions about healthcare, guardianship for minor children, and access to finances may fall into the hands of the courts, creating stress and uncertainty during an already difficult time.
Do you offer estate plans in my state?
Yes, we offer estate plans in all 50 states. All of our documents are drafted by licensed attorneys and designed to comply with the laws of your state.
I already have a will. Do I need a trust?
A trust may provide benefits that a simple will may not. It may help your family avoid probate, allow more control over how and when assets are distributed, and provide extra protection for your loved ones. Many clients find that combining a trust with a will creates a smoother, more secure plan for their estate.
Why is your service different from others?
Our process combines professionally drafted documents with step-by-step guidance through the software. Unlike generic forms, our system walks you through each decision so nothing is missed and everything is organized in one place. You will be guided through the process by a real person, not a computer robot. This makes the planning process easier, faster, and more confident for you and your family.
Plan Today. Protect Tomorrow.
We help simplify the complex world of finance by bringing together expert strategies, trusted partnerships, and personalized planning that align with your lifelong goals.
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1234 S Power Rd, St 101, Mesa, AZ 85206
140 N Union Ave, St 205, Farmington, UT 84025
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and MacroPlanning Group are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Please consult a CPA or attorney with tax or legal quesitons. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Jeremy Dopp is an Investment Advisor Representative with IAMS Wealth Management. No other financial professional named on this website is an Investment Advisor Representative, nor are the Investment Advisor Representatives with IAMS Wealth Management.
Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
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LegacyLock, LLC, legal documents written by Attorneys. Do-it-yourself estate document software licensed from EDP, LLC. LegacyLock LLC and EDP, LLC are not law firms and do not provide legal or tax advice. This website and the products available on this website are not a substitute for the advice of an attorney. If you have questions about your specific circumstances, you should consult with an attorney or tax advisor who is licensed in your state.
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