Don't leave important
decisions about you and
your family to the State!
Without an estate plan, your estate could
be subject to probate, an expensive, time
consuming and public court proceeding.
Typically, an estate plan is expensive,
requiring multiple appointments with an
attorney. Often plans are overly complex
and confusing.
Estate planning with Estate
Shropshire Legacy changes
Our estate planning services are designed to help you organize and prepare important documents, such as wills and trusts. While Shropshire Legacy Group does not provide legal advice, we proudly partner with Estate Guru to ensure our clients have access to qualified legal expertise when needed. For complex legal matters or tailored legal guidance, Estate Guru’s experienced attorneys are available to assist.
Effortlessly create, customize and settle
your estate plan that’s personalized to
your needs.
Relish in the ability to maintain and
amend your estate plan through life's
constant changes.
Share, track and access
every document with others
named in your estate plan.
Have confidence that your wishes will be
properly carried out when the time
comes.
We are dedicated to empowering individuals, families, and small businesses to achieve financial independence and build lasting legacies. Through tailored life insurance solutions, expert retirement planning, and comprehensive estate strategies, we guide our clients in securing their financial future.
2301 S. McDowell St.
Suite 125
Charlotte, NC 28204
(800) 674-3182
info@shropshirelegacygroup.com