What is Legacy Planning?
Legacy Planning involves preparing for the future and protecting one's family legacy through personalized guidance and resources. In partnership with LOLA, Advanced Senior Planning offers comprehensive services to address specific patient needs related to legacy protection.
Our role includes conducting in-depth consultations to understand the family's values, goals, and concerns regarding their legacy. We provide expert guidance to local resources on estate planning, wills, trusts, and other legal documents to safeguard the family's assets and wishes. We also offer pre-planning packages to help individuals proactively manage their affairs and minimize potential challenges during times of transition or loss.
Additionally, Advanced Senior Planning assists families with time-of-loss support, offering compassionate assistance and resources to navigate legal and financial matters efficiently. We prioritize personalized attention, empathy, and professionalism to empower families to protect and preserve their legacy for future generations.
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How our process works:
Our services are free to the patient and family!
To contact Advanced Senior Planning, call us to speak with one of our experienced advisors. You can also schedule a free consultation with us to discuss the services needed for your family's unique situation. Our team will work with you to create a comprehensive plan that addresses your specific needs and concerns. With Advanced Senior Planning, you can know that your family is well cared for. If you prefer to reach out via email, you can send us a message at our designated email address, and our team will promptly assist you with any inquiries or requests.
Our Dedicated Team
Learn more about our compassionate team and the personalized care they provide. Don’t hesitate to contact us for any inquiries or assistance.
AdvancedSeniorPlanning@gmail.com
Call: (210) 310-4052 or Text: (210) 310-4052
San Antonio, Texas