Legacy Estate Planning

Making an estate plan is a big and important step; a step that no one should take without being informed. Our free estate planning webinars will give you the knowledge you need to help secure your legacy and provide a solid financial future for your loved ones.

Founded by Steve Waltar in 2000, our mission is to help our clients and their families build and maintain effective estate plans, and to help those struggling with the loss of a loved one navigate the required legal processes. Our firm has been dedicated to serving the Puget Sound area for over 19 years.

Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.

As a member of the American Academy of Estate Planning Attorneys, our firm has a wide range of benefits to offer you. For example, we can provide you with access to a nationwide network of qualified attorneys who can assist you with out-of-state transfers of title, provide help should you move to another state, or simply offer a referral to an out-of-state friend or family member who needs estate planning help.

In addition, the Academy provides its members with substantial legal, technical and practice management support to ensure we provide high quality estate planning service to our clients.

Experts
Steve Waltar
Andrea Lee

2320 130th Ave NE, Ste 230, Bellevue, WA | (425) 455-6788
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Podcasts

Andrea Lee

Family Caregiver Tips: Legal Documents You Need

Elder law and estate planning attorney Andrea Lee joins Suzanne to provide some tips for unpaid family caregivers caring for a loved one about the legal documents they need to have in place, and also some practical tips to keep in mind. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.
Estate planning

Overlooked Legal Documents You Need to File

Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about essential legal documents to have in place no matter your age, keeping them up to date, and describing oft overlooked documents such as the HIPPA release and POLST form, Positions Order of Life Sustaining Treatment form. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.
Estate planning

Why Choose a Healthcare Power of Attorney

Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about the healthcare power of attorney document. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington. This document is often overlooked by families. Who can make medical decisions for you when you're not able to make your own choices?
Estate planning

Why You Need to Grant Powers of Attorney

Elder law and estate planning attorney Andrea Lee joins Suzanne to share advice and tips for legal planning to help you age gracefully in a situation that you like. Andrea Lee serves as an attorney for Legacy Estate Planning in Belleville, Washington. The power of attorney document is a critical tool to let your family help take care of you when you're in a crisis situation.
Steve Waltar, Legacy Estate Planning

Leave a Lasting Legacy: Estate Planning

Most people want their family to remember them, they want to pass on something. What does it mean to leave a lasting legacy? What's a mistake, and what are some pointers? Steve Waltar with Legacy Estate Planning joins Suzanne to talk about matters of Inheritance and philanthropy with your estate.
Legacy Estate Planning

How to Decide: A Will or a Trust?

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about whether you might prefer to have a will or a trust, and why.
Steve Waltar, Legacy Estate Planning

How to Choose Beneficiaries: Estate Planning

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about the particulars of choosing beneficiaries when planning for your estate.

More About Estate Planning with Stephen Waltar

Stephen Waltar from Legacy Estate Planning in Bellvue discusses trusts. If you own a home, you need a will or a trust. We all...

The Value of Trusts with Stephen Waltar

Stephen Waltar from Legacy Estate Planning in Bellvue discusses trusts. He said he likes the phrase, "Don't put your trust in money, put your...

Importance of Estate Planning

Stephen Waltar from Legacy Estate Planning in Bellvue, WA discusses the importance of estate planning. People think because we're a community property state that...

What Is Estate Planning?

Stephen Waltar from Legacy Estate Planning in Bellvue, WA discusses estate planning. A good estate plan protects what you love and protects your wishes...