OUR CORE VALUES

Our Jacksonville estate planning and elder law firm’s core values are the traits that we believe are most important in the way we conduct business and treat our clients. Core values determine our team’s priorities and the priorities of Legacy Planning Law Group. Core values are what support the vision of the firm and help shape its culture. They are the essence of our identity and the best way to understand Team Legacy.

HONESTY AND INTEGRITY

We believe in honesty and integrity in everything we do.

GOLDEN RULE

We believe in treating clients as we would wish to be treated.

LISTENING

We believe in listening as well as speaking.

PRE-PLANNING

We value pre-planning over post-death planning.

QUALITY

We value quality over rapid growth.

HARMONY

We value harmony over conflict.

RELATIONSHIP

We value long-term relationships with our clients.

FUN

We believe in enjoying our work and
each other.

START PROTECTING YOUR LEGACY TODAY

Book Your Call

If you are committed to solving your planning needs and want to work with our skilled and experienced team, the first step to get started is booking your 15 minute phone call.

Explore Your Planning Needs

During the call, we will find out what your planning needs are so we can see if we can help you. We will also figure out if we would be a good fit for each other.

Schedule Your In-Person Consultation

At the end of the call, we will set up a time to meet with the team and create a plan that will protect your family and preserve your legacy.