Legal Planning Consultation
Most people wing it — and that’s exactly when mistakes happen. At Transitions To Retirement LLC, we are consultants who provide expert guidance and advice to help you make the right decisions — potentially saving you thousands.
That’s where our consulting service helps. We provide clear explanations and personalized guidance on the documents you need, why they matter, and how they work together to safeguard your interests.
Transitions To Retirement LLC with 30 years experience.
Our Legal Planning Service Includes:
We start by understanding your individual circumstances and goals to determine which documents are necessary for your estate plan and legal protection.
We explain each document’s purpose — from Wills outlining your final wishes, to Durable Powers of Attorney authorizing trusted individuals to manage your financial or legal affairs if you’re unable, to Healthcare Directives that specify your medical preferences.
Using professional, legally vetted templates and careful attention to your personal details, we assist you in preparing all required documents accurately and completely — significantly reducing your cost compared to traditional legal fees.
Life changes, and so should your documents. We help you review existing documents to ensure they remain current and aligned with your wishes.
We provide instructions on properly signing, witnessing, and storing your documents to ensure their validity and accessibility when needed.
Our goal: To make legal planning straightforward, affordable, and effective—so you can have peace of mind that your affairs are in order, and your wishes will be honored.
Simplifying your legal planning with trusted guidance—no attorney needed.
A simple, one-time $250 fee covers lifetime consulting and advice for both spouses—including Medicare, Social Security, proactive tax planning (IRMAA), income planning, legal document guidance (Wills & POAs), veterans benefits, and long-term care planning.
No renewals. No hourly billing. Just answers when you need them. See what’s included.
Transitions To Retirement LLC Consulting
Legal planning ensures your wishes are honored, your assets are protected, and your loved ones are cared for. Without proper documents like Wills, Powers of Attorney, and Healthcare Directives, you risk confusion, delays, and costly legal disputes.
Not always. Many essential legal documents can be created using professionally vetted templates with the right guidance. Our service helps you understand what each document does, prepare them accurately, and avoids unnecessary attorney fees.
The key documents usually include:
Yes. We’ll check your existing documents to ensure they are legal, valid, and aligned with your wishes. If updates are needed, we’ll guide you through the process.
Our comprehensive legal planning guidance is available for a flat fee of $149, which includes assessment, education, document preparation support, and execution/storage guidance.