Appointments: scheduleyourlawyer.com
Hours
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9AM–4:30PM |
| Tuesday | 9AM–4:30PM |
| Wednesday | 9AM–4:30PM |
| Thursday | 9AM–4:30PM |
| Friday (Veterans Day) | 9AM–4PM Hours might differ |
Address and Contact Information
Phone: (843) 732-3811
Website: https://schwartzlegacyplanning.com/
Services
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Schwartz Legacy Planning – Will, Estate Planning, Trust
Helping families live improved lives today and tomorrow through optimal family and wealth planning, and not just focusing documents like Wills and Trusts.
Schwartz Legacy Planning | Facebook
If you have worked in public service (federal, state, local, tribal government or a non-profit organization) for 10 years or more (even if not consecutively), …
Casey Schwartz – Personal Family Lawyer
http://www.schwartzlegacyplanning.com/. Areas of Focus: Kids Protection Planning and Life and Legacy Planning. Licensed States: Maryland, South Carolina.
Reviews
Pete Andersen
Casey and her team made the process of legacy planning seamless. Casey walked us through the details of this legal process and broke it down into easy to understand steps. Casey cares about her clients and it shows in all of her interactions. Thank you Casey for your services!
… moreJoshua Black
We found Casey through a recommendation on Nextdoor. I reached out to several lawyers and she was by far the best. It was wonderful to work with her and her team. It’s not easy to plan for a time when you will no longer be around, but it’s important for one’s family. Casey made it a wonderful experience and we had all the handholding we needed. I would HIGHLY recommend her services. I’ve already had family and friends to work with her as well.
… moreDavid Partridge
Casey and Dave were great to work with. They were extremely helpful in guiding us through the process of setting up a trust. I highly recommend using them for your legacy planning needs. I was impressed with their thoughtful approach to planning for our children’s needs both financially and emotionally in the event that we could not be there for them. Casey made it super easy for us and I appreciate that.
… moreJosh Hurwitz
My wife and I met Casey when she came to our kid’s daycare to talk about legacy planning. She spoke very clearly about how vital it is to get organized in case of an accident. Maybe it was the line of toddlers looking in the window as we contemplated our demise, or maybe it was the free Joey Bag A Donuts, but we became convinced this was an important thing to do.
… morejonathan gruber
Whole experience was great from beginning to end. Casey and her team are thorough, knowledgeable, and extremely easy to deal with. As someone who experienced a close family members death in the past, a solid Trust is necessary. I would def recommend her and her team.
… moreJesse Swanson
Amazing! Casey and Dave were so great to work with. They made the process of planning for your families future after you’re past on so much easier. They guided us through the process and explained every step in detail. The showed such kindness and patience every step of the way. We can’t recommend them enough! Thank you for giving us the peace of mind that our family is protected.
… moreJohn & Jean Gilmore
We recently had Casey Schwartz to a Family Trust for us. She did new wills and all the other documents you don’t even think about until you need them, or it is too late. They are very helpful and explain each item and really put their hearts into each client’s needs. We highly recommend talking to them and getting your Legacy in order now while you can, and rest easy knowing it is taken care of.
… moreDanielle Geberth
We have used Schwartz Legacy planning twice. Casey helped my husband and I prepare our estate plan. She also helped establish my new business. Casey was professional and personable. She ‘walked us through’ each process without overwhelming us. I highly recommend Schwartz Legacy Planning.
… moreSue Azizi
Positive: Professionalism, ResponsivenessEstate planning is never any easy topic of conversation to have but Casey was able to guide us through. She has a very simple and carefully thought out plan to make sure our loved ones are taken care of. She brought up things we had never contemplated and was very professional every step of the way. We’d recommend Casey for anyone that needs to get started on this very important part of parenting.Estate planning is never any easy topic of conversation to have but Casey was able to guide us through. She has a very simple and carefully thought out plan to make sure our loved ones are taken care of. She brought up things we had never …More
Estate planning is never any easy topic of conversation to have but Casey was able to guide us through. She has a very simple and carefully thought out plan to make sure our loved ones are taken care of. She brought up things we had never contemplated and was very professional every step of the way. We’d recommend Casey for anyone that needs to get started on this very important part of parenting.
Ali Manton
Honestly, a really terrific experience with Schwartz Legacy. I feel like I walked away with 2 friends that have my back. They go above and beyond! The whole process was easy, it wasn’t confusing, and they do a legacy interview at the end (which is pretty unheard of amongst other ppl I know that have a trust… it’s a a top notch idea that I really appreciated). Would recommend Schwartz to anyone and everyone.
… more