Decades of combined experience in law, finance, healthcare, counseling, and technology—all dedicated to making estate planning accessible and compassionate.
Chief Legal Officer & Co-Founder
Estate Planning Attorney, 20+ Years Experience
Sarah founded Life Legacy Planner after witnessing too many families struggle with expensive, complicated estate planning. With two decades of experience in estate law, she's helped thousands of families navigate complex inheritance situations. Sarah ensures all our templates meet the highest legal standards and stay current with changing state laws.
Education: J.D., Harvard Law School | B.A., Yale University
Healthcare Directive Specialist
Medical Ethics, Ph.D. | Former Hospital Ethics Committee Chair
Dr. Chen brings 15 years of medical ethics expertise to end-of-life planning. His background in bioethics and palliative care helps families make informed decisions about healthcare directives and living wills. He's passionate about ensuring people's medical wishes are clearly documented and honored.
Education: Ph.D., Medical Ethics, Johns Hopkins | M.D., Stanford University
Financial Planning Director
Certified Financial Planner | CPA
Jennifer specializes in wealth transfer and beneficiary planning with 18 years in financial services. She helps clients structure their estates to minimize taxes and maximize the legacy they leave behind. Her expertise in both financial planning and accounting provides comprehensive guidance for asset protection.
Education: MBA, Wharton School | B.S., Accounting, University of Texas
Grief & Family Counselor
Licensed Professional Counselor | Ordained Minister
David provides compassionate guidance for families navigating difficult conversations about mortality and legacy. With 12 years of pastoral counseling experience, he brings empathy and wisdom to the planning process. He specializes in helping families communicate about sensitive topics and prepare emotionally for life transitions.
Education: M.Div., Duke Divinity School | M.A., Counseling Psychology
Chief Technology Officer
Software Engineering | UX Design
Amanda leads our technology team in creating user-friendly, secure estate planning tools. With 10 years in fintech and healthcare technology, she ensures our platform is both powerful and accessible. Her focus on user experience makes complex legal processes simple and intuitive.
Education: M.S., Computer Science, MIT | B.S., Stanford University
Customer Success Director
15+ Years in Client Services
Marcus ensures every family receives exceptional support throughout their planning journey. He built our customer success program from the ground up, training our support team to provide compassionate, knowledgeable assistance. His commitment to service excellence has earned us a 98% satisfaction rating.
Education: MBA, Northwestern | B.A., Communications, Howard University
We understand estate planning involves difficult emotions. Every interaction is guided by empathy and respect.
We maintain the highest professional standards in every document, process, and customer interaction.
Professional estate planning shouldn't be a luxury. We make it affordable and understandable for everyone.
When you choose Life Legacy Planner, you're backed by professionals who genuinely care about your family's future.