Schwartz Legacy Planning

Schwartz Legacy Planning We help families keep the people they love out of COURT and CONFLICT. Schedule here: https://scheduleyourlawyer.com/casey-schwartz/

Most people don’t wake up one morning excited to create an estate plan.They do it because they want peace of mind. They ...
06/17/2026

Most people don’t wake up one morning excited to create an estate plan.

They do it because they want peace of mind. They want to know their family is protected. They want someone who can answer questions, explain their options, and help them make decisions with confidence.

That’s what we strive to provide every day.

Thank you, Allison, for trusting our team to help create a plan tailored to your family’s needs. We’re grateful for the opportunity to walk alongside families during some of life’s most important decisions.

Ready to start the conversation? Schedule a free 15-minute consultation through the link in our bio or send us a message to learn more.

06/13/2026

You’re going to see more online wills, AI-generated documents, and “quick and easy” estate planning options.

The challenge isn’t creating paperwork. The challenge is making sure everything works together.

Beneficiary designations. Property ownership. Trust funding. Probate avoidance. Tax considerations. Healthcare decisions.

A document alone isn’t a plan.

A good estate plan is designed around your goals, your assets, and your family.

That’s why working with an attorney who focuses on estate planning matters.

Schedule a free 15-minute consultation to learn what a complete plan actually looks like.

Another birthday around here — and this one is a special one.Chloe is the kind of team member who is always willing to j...
06/12/2026

Another birthday around here — and this one is a special one.

Chloe is the kind of team member who is always willing to jump in wherever she’s needed.

From drafting and filing to helping keep the client experience running smoothly, she does a little bit of everything and does it with a smile.

If you’ve worked with Chloe, you know how lucky we are to have her on our team.

Help us wish Chloe a very HAPPY BIRTHDAY!!!!!

06/05/2026

One of the things we love most about being a small firm is that no one here is limited to a job title.

When a client calls, they don’t care whose task it is. They care that someone answers. That someone helps. That someone follows through.

That’s why you’ll see our team step in for each other when needed. Not because it’s in a job description, but because taking care of people is part of our culture.

Estate planning is personal. The way we serve our clients is too.

And if that means Dave occasionally takes on a role that isn’t technically his? 😆 Well, we’re pretty sure Dwight Schrute would approve.

06/03/2026

Probate can feel overwhelming.

There are deadlines, court filings, legal requirements, and decisions that often need to be made while a family is still grieving.

The good news? It isn’t your job to know how to navigate the process. It’s our job to help guide you through it.

In today’s video, Jensen shares what probate can look like from a real-life perspective and why having the right support matters.

Whether you’re currently facing probate or hoping to create a plan that helps your loved ones avoid unnecessary complications in the future, we’re here to help.

Schedule a free 15-minute consultation through the link in our bio, send us a message, or ask your questions in the comments.

Or, join us next Monday !

Most people assume probate is just a legal process.What many families discover is that it can also become an emotional o...
05/31/2026

Most people assume probate is just a legal process.

What many families discover is that it can also become an emotional one — especially when important decisions, documents, or wishes were never clearly organized ahead of time.

At Schwartz Legacy Planning, we regularly meet families who say the same thing after walking through probate with a loved one:
“We wish we had done this sooner.”

That’s exactly why we host workshops like Tacos & Trusts — to create a more approachable, educational space for conversations that too often get pushed aside.

Join us June 8th at 6:00pm at Rooted Bottle Market & Bar in Mount Pleasant for complimentary tacos and free estate planning education designed to help families better understand their options before a crisis happens.

The registration link is in our bio.

Address

Mount Pleasant, SC

Telephone

+18437323811

Website

Alerts

Be the first to know and let us send you an email when Schwartz Legacy Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to Schwartz Legacy Planning:

Shortcuts

Share

Category