Who We Serve
What Do Our Clients Say?
“Sarah and her team are AMAZING and so awesome to work with. They made setting up our trust so easy.”
– Brittany B.
“Extremely cordial and accommodating, nice people; thorough and informative!”
– Linda C.
Setting The Standard
Three Reasons Our Work Is Exceptional
Our Unique Process
At Pinnacle Legacy Law, we have developed a disruptive process for connecting financial and non-financial wealth. We are redefining estate planning and setting the new standard for what it means to protect families, preserve wealth, and build legacies that last generations.
Understand Your Plan
We make sure our clients understand their plans, utilizing color diagrams, stories, metaphors, and sometimes animations to help explain complex topics in an easily understandable way. We go above and beyond to make sure everyone is on the same page and that everyone knows how their plan works.
Plans That Work
Many estate plans don’t work when tested because they are not regularly reviewed and updated. Laws change, families change, and assets change over time. That’s why we have a disciplined process in place to make sure your plan is continually updated and remains effective. We want to make sure your plan is working to protect your family and preserve your wealth.