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PROFESSIONAL ADVISORS

LFS does not manage the investment of trust assets but works with financial advisors, who continue to manage assets while we administer your trust. We work with CPAs, insurance professionals, attorneys, and other financial advisors to achieve your client's goals and objectives.

Working with CPAs

  • LFS does not prepare fiduciary tax returns, but works with the CPA to execute that task. LFS will assemble the necessary tax information for the CPA to use in preparing the tax returns.

Working with Attorneys

  • We respect the attorney-client relationship and will work closely with the client’s attorney, allowing him/her to prepare and handle all legal documents and matters, while we administer the trust/estate.

Working with Financial Advisors

  • As stated above, we do not manage the investment of trust/estate assets, but work closely with the client’s investment advisor in order to achieve desired goals and objectives.

Working with Insurance Professionals

  • We are “insurance friendly” and will support the recommendations of the client’s insurance professionals while serving as trustee of an insurance trust or otherwise working on insurance-related matters.

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Disclaimer

EMAILING ATTORNEYS FROM THIS WEBSITE DOES NOT CREATE AN ATTORNEY- CLIENT RELATIONSHIP. Emailing Legacy Fiduciary Services, PLC does not create an attorney-client relationship between users of this site and any other party whatsoever. Legacy Fiduciary Services, PLC will not enter into an attorney-client relationship online, through this website, through any other website, or through electronic mail or any other electronic medium. It is our policy to enter an attorney-client relationship only through a written engagement or retainer agreement, and only where doing so would comply with all applicable laws and ethical rules.

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DO NOT EMAIL CONFIDENTIAL INFORMATION TO US OR ANYONE ELSE. Transmission of information online, over the Internet, or through any electronic means can be unstable, unreliable and insecure. There is a risk that information may be intercepted illegally. There may also be a risk of waiving attorney-client and/or work-product privileges that might attach to such communications where a proper attorney-client relationship exists. You should not send information or facts via email relating to your legal problem or question. If you are not an existing client of ours, your email may not be privileged or confidential. Moreover, some states have suggested that even if you are our client, email communications may not be privileged.

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