Estate Planning in Springfield, Missouri

We have served Springfield families for many years, and now we are proud to call Springfield home. Our new office brings the same personal, get-to-know-you approach even closer to the clients we already work with across the city. When it comes to Springfield estate planning, we start with your family and your goals, then build the plan around them.

Here are a few of the key documents we may include in your complete plan.

Revocable Living Trust

This is the focal document of a complete plan and the centerpiece of your Springfield estate planning. A revocable living trust keeps you in control of your finances, lets a trusted person step in if you ever need help, and makes things far simpler for your heirs later on.

If you just read “trust” and assumed it was only for the wealthy, you are not alone, and you are not right. A revocable living trust is a powerful tool that can benefit almost any family.

Durable Power of Attorney for Health Care

This document is critical. It lets you appoint someone, along with a backup, to make medical choices on your behalf when you cannot make them yourself. It keeps those decisions with people who know you and love you.

Last Will and Testament

You hope your will is never “used,” but you still need one in place. Ask us why it matters and how it supports the rest of your Springfield estate planning.

Durable Financial Power of Attorney

Not all of your financial assets can or should be held in a living trust. If you are alive but incapacitated, this document is what allows a trusted person to access an IRA, pension, or other accounts held in your name.

Ozarks Legacy Law
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