When you think about estate planning, what do you think of? Not long ago, complex trust based estate plans were available only to the ultra wealthy Rockefellers, Carnegies, and Kennedys. Their personal, family lawyers (who knew them, their assets, and their dealings intimately) spent hundreds of hours crafting and maintaining multi-layered planning strategies to accommodate these families’ plans. Of course, they could afford it.
Fast forward to the early 1990s. As the information revolution and the advent of computers begins to overtake the legal profession, estate planning becomes automated. Plans that were once only available to the ultra wealthy now became available to the common American family, and a new generation of “wills and trusts” attorneys began hawking estate planning documents through seminars, books, and articles. The advent of automated estate planning produced a lack of counselling with the client or relationship with the attorney. Soon the traditional model of the estate planning attorney as the trusted and personal family advisor went by the wayside in favor of a one-size fits all approach designed to serve as many people as possible in a short period of time. While the information age brought increased efficiency and reduced cost to estate planning, it also brought some disastrous results: statistically speaking, approximately 80% of estate plans fail.
David Crandall founded Legacy Planning Advocates in 2008 to eliminate the dismal failure rate of modern traditional estate planning by combining the efficiency and reduced cost of the information age with the personal advisor relationship of a bygone era.
Legacy Planning Advocates is a boutique law firm catering to the needs of those wishing to protect their loved ones, their life’s work, and their accumulated wealth from the ravages of their own disability, long term medical care or death.
Our clients rely on us to be their trusted legal advisor in all legal matters. Although we do not provide legal services for all legal matters, we are happy to provide our clients with initial consultations for any legal matter at no additional charge and to assist our clients in finding appropriate, experienced representation for those areas of law in which we do not practice.
Legacy Planning Advocates serves the legal needs of the greater Kansas City metropolitan area with specific focus on Jackson County, Missouri (including the communities of Blue Springs, Blue Summit, Buckner, Grain Valley, Grandview, Greenwood, Independence, Kansas City, Lake Lotawana, Lake Tapawingo, Lee’s Summit, Levasy, Lone Jack, Oak Grove, Raytown, River Bend, Sibley, Sugar Creek, and Unity Village) and Johnson County, Kansas (including the communities of Bonner Springs, De Soto, Edgerton, Fairway, Gardner, Lake Quivira, Leawood, Lenexa, Merriam, Mission, Mission Hills, Mission Woods, Olathe, Overland Park, Prairie Village, Roeland Park, Shawnee, Spring Hill, Westwood, and Westwood Hills).