Legacy Estate Services, LLC

Our mission is to bring honesty and integrity to estate and financial planning issues that make sense to our clients.

          . . . . .

We have provided services to well over 1000 clients in the state of Indiana.



         Retirement & Family Protection Planning

         Our Core Beliefs:


  • Everyone can benefit by having a legal estate plan designed to meet his or her specific needs.

  • Everyone can benefit by having a proper financial plan tailored to meet his or her retirement needs.

  • Never invest anything in the stock market that you can't afford to lose.

              Our Services:
  • Asset Protection & Preservation

  • Estate Tax Reduction or Elimination

  • Wealth & Estate Transfer Planning

  • Individual & Family Trust Planning

  • Final Expense Insurance

  • Safe Money - Annuity Strategies


New Client?

      Legacy Estate Services, LLC

*Legacy Estate Services, LLC is not a lawyer or a law firm and cannot provide legal advice.   All legal services are provided by Licensed Independent Attorneys.


*Legacy Estate Services, LLC is not a tax adviser and cannot provide tax advice.   All tax advice is provided by Licensed Independent CPA's.


*Legacy Estate Services, LLC is not an investment adviser.   All securities advice is provided by Licensed Investment Adviser Representatives for brokerage and securities services.

Legacy Estate Services, LLC

11638 N. Stone Hedge Ln.

Mooresville, IN   46158

For more information call 855-209-3748

© 20 Legacy Estate Services, LLC