Legacy Estate Planning, LLC (A division of Stephen M. Waltar, PS)

Mar 2024

My wife and I are very pleased with the guidance we received at Legacy Estate Planning and especially Andrea Lee. We had a complicated estate including several trusts. Thank you Andrea and your staff for giving us peace of mind. We highly recommend Legacy Estate Planning!

Nov 2022

I'm an attorney in California who reached out to the Legacy Estate Planning to assist with transferring Washington property into my client's trust. Their office was excellent to work with. They were professional and responsive. They advised me what they would be doing, the fee for it, and then delivered as promised. I definitely recommend that anyone looking for a trust and estates attorney in Washington to reach out to Steve and his team at Legacy Estate Planning.

Aug 2021

I had a great experience last year with Stephen Waltar in preparing the estate plan for my wife and I, including a minor child and two young-adult children who we wouldn't want to suddenly come into the funds in our estate if we were to both die suddenly at their current ages. Steve listened to our concerns and creatively crafted documents that addressed them.I saw an article in the Wall Street Journal last week, "Before You Die: A Tech Checklist," that said some attorneys include language addressing email and social media accounts. I went back and checked... sure enough, Steve had explicitly addressed those issues in our documents.Very thorough; thoughtful. He's the...read full review