December 17, 2017
Testimonials

“From the beginning of my time with Legacy, they came and met with me and my mother when she was in the hospital, treated her with great respect, listened to her wishes and reassured her that her family and her wishes would be respected and looked after”

– Legacy Private Trust Client

 

“LPT was with me through my mother’s death and dealt with her affairs respectfully, was helpful and did so with a pleasing demeanor, particularly with the difficult job of sorting through my mother’s belongings”

– Legacy Private Trust Client

 

“When things were difficult emotionally, they reacted with great speed and sensitivity to address my fears, and presented me with options that helped me calm my mind for the future”

– Legacy Private Trust Client

 

“I am confident that my clients will be pleased with Legacy’s services.”

– Trust and Estate Lawyer

 

“I can certainly speak to the ease of working with Legacy and the folks involved.”

– Wealth Management Professional

 

“From the beginning of my time with Legacy, they came and met with me and my mother when she was in the hospital, treated her with great respect, listened to her wishes and reassured her that her family and her wishes would be respected and looked after.”

– Power of Attorney for Property Client Family Member

 

“LPT was with me through my mother’s death and dealt with her affairs respectfully, was helpful and did so with a pleasing demeanor, particularly with the difficult job of sorting through my mother’s belongings.”

– Estate Beneficiary

 

“When things were difficult emotionally, they reacted with great speed and sensitivity to address my fears, and presented me with options that helped me calm my mind for the future.”

– Trust Client

 

“I am very pleased to recommend your services to my friends and clients.”

– Financial Planner

 

“I was aware of the sensitivity of LPT and their track record”

– Lawyer

 

“I know some of the people who work there and have confidence in their professionalism.”

– Lawyer

 

“I knew Legacy and the people there, and I felt confident recommending them.”

– Lawyer

 

“There were several reasons why I thought they would be a good alternative: they were friendly, they were competent and could provide the same range of services and I felt confident that they would be more respectful of his wishes and his autonomy.”

– Lawyer

 

“…could be a burden for a regular person without the assistance of professional help, so I suggested that if he wanted a friend involved it might be best to team that friend up with LPT.”

– Lawyer

 

“I reminded him that LPT was willing to pay him a visit before he made a decision.”

– Lawyer

 

“He was not a financial expert and could use the help of LPT with the bookkeeping and investment decisions.”

– Lawyer

 

“I just wanted to express my gratitude to you for… I so appreciate your time and honesty.”

– Social Worker