Most Legacy Plans Are Incomplete:
✗ Trusts never funded
Protection that was intended… but never completed.
✗ Beneficiaries outdated
Your assets may not go where you intended.
✗ Digital assets overlooked
Your online life can disappear without a plan.
✗ Family doesn't know the plan
The people you love shouldn’t have to guess.
✗ Plans become outdated
An old plan can create new problems.
Small gaps today can create major problems tomorrow.
Estate Planning & Legacy Protection
Legacy Review™ is the First Step Toward a Complete Legacy Plan
Whether you already have a will or trust—or you’re just getting started—our Legacy Review™ helps you understand where your planning stands today.
We’ll review your estate planning documents, trusts, trust funding, beneficiary designations, retirement planning, insurance, digital assets, and other important planning decisions to help determine whether your legacy plan is complete, coordinated, and fully implemented.
You’ll Receive
✓ Review of your current documents
✓ Review of beneficiary designations
✓ Review of trust funding
✓ Review of digital assets
✓ Gap identification
✓ Next-step recommendations
The Last Trust You’ll Ever Need
Your legacy doesn’t end with signed documents. Our Digital Trust™ gives you a secure online portal to organize, protect, and access your important information whenever you need it. Unlike traditional paper trusts, your plan is designed to stay current as your life changes.
Store your estate planning documents, healthcare directives, powers of attorney, insurance information, passwords, digital assets, family photos, videos, and personal messages in one secure Digital Vault. You can also provide trusted loved ones with limited emergency access to important information when it matters most.
With your Digital Trust™, you’ll always know where your documents are, your family will know how to find them, and your legacy will remain organized, protected, and accessible for generations.
Secure. Organized. Accessible. Built for today’s families.
Turning Your Trust Into a Working Legacy Plan
A Trust Only Works If It’s Properly Funded
Creating a trust is only the first step. If assets are never transferred into the trust, many of the benefits your family expects may not be available when they need them most.
That’s why Legacy Planners provides dedicated Trust Funding Specialists who guide you through the funding process step by step. We help coordinate the transfer of eligible assets, update ownership where appropriate, and work alongside your attorney so your trust becomes a fully implemented legacy plan—not just a binder of documents.
Our goal is to help ensure your trust is organized, coordinated, and positioned to work as intended for you and your family.
Because an unfunded trust may be one of the most expensive documents you’ll never use.
Build a Plan That Protects the People You Love
Work with experienced estate planning attorneys through Legacy Planners to create a customized plan that protects your family, preserves your legacy, and provides peace of mind for the future.
A thoughtful estate plan does more than distribute your assets—it provides clarity, protects the people you love, and helps ensure your wishes are carried out according to your plan.
Legacy Planners works with experienced estate planning attorneys to help families create customized estate plans that may include living trusts, wills, powers of attorney, healthcare directives, beneficiary planning, and asset protection strategies. Our coordinated approach helps ensure every part of your legacy plan works together to protect what matters most.
Whether you’re planning for retirement, protecting your family, or organizing your affairs for future generations, we’re here to help you build a legacy with confidence.
Complete. Coordinated. Designed Around Your Family.
Retire With Confidence. Leave a Lasting Legacy.
Retirement planning is about more than saving money—it’s about creating a strategy that helps support the lifestyle you’ve worked hard to build while protecting the people who matter most.
At Legacy Planners, we help families coordinate retirement income, Social Security strategies, insurance solutions, legacy planning, and wealth preservation through a personalized planning process. Whether you’re preparing for retirement or already retired, our goal is to help you make informed decisions with confidence.
Our coordinated approach looks beyond individual products to help ensure your retirement plan works together with your estate plan, beneficiary designations, insurance, and long-term legacy goals.
Because retirement isn’t the finish line—it’s the next chapter of your legacy.
Insurance, Medicare & Protection Planning
Protect Your Health. Protect Your Income. Protect Your Legacy.
The right insurance strategy can help protect your family, your retirement income, and your financial future. At Legacy Planners, we help coordinate life insurance, Medicare planning, long-term care strategies, income protection, and other insurance solutions as part of your complete legacy plan.
Whether you’re approaching Medicare eligibility, reviewing existing coverage, protecting your retirement income, or planning for future healthcare needs, our experienced professionals help you understand your options and make informed decisions with confidence.
Because insurance isn’t just about policies—it’s about protecting the people you love and preserving the legacy you’ve worked so hard to build.
Helping you protect your health, your income, and the people who matter most.
The Legacy Planners Team Approach
Helping Protect What Matters Most.
Most families have documents.
Few have a legacy plan that is truly complete, coordinated, and fully implemented.
That’s because no single professional typically handles every piece of the puzzle.
Legacy Planners brings together a coordinated network of professionals in estate planning, retirement planning, insurance, Medicare, trust services, and tax-aware planning to help families see how the important pieces work together.
Our role is to help you determine whether your legacy plan is complete, coordinated, and fully implemented—so your wishes, your family, and your assets remain aligned.
Because protecting your legacy is about more than preparing documents.
It’s about helping the people you love know what to do, where to find it, and how your plan is meant to work.
One Team. One Process. One Goal.
Is Your Legacy Plan Complete?
Schedule your Legacy Review and discover whether your plan is complete, coordinated, and fully implemented.
One team. One plan. One trusted process.
Ken Clark
Ken Clark is a Kansas attorney with 44 years of experience, including probate and estate planning. He owns Kenneth M. Clark P.A. and has also been a licensed realtor and broker for 28 years owning an operating Kansas REO properties LLC. Ken is licensed in life and health insurance, offering well-rounded guidance in legal, real estate, and financial manners. A lifelong Kansan he’s a proud father of six and a grandfather of seven. He is committed to helping families navigate legal matters with expertise and compassion.
Kimberly Miller
Kimberly Miller brings decades of experience helping individuals, families, and retirees navigate important financial decisions with confidence and clarity. Her background includes financial services, personal finance, wealth management, and retirement planning.
Kimberly is passionate about helping families understand their options, avoid unnecessary confusion, and take meaningful next steps toward protecting their future and preserving their legacy.
Tyson Thrall
Tyson has been a professional in the insurance industry since 2014, providing individuals and families with comprehensive solutions to protect their financial well-being. With a strong foundation and insurance planning, Tyson offers his clients strategic guidance in preserving wealth, ensuring asset protection, and securing a lasting legacy. His commitment to professionalism, integrity, and personalized service has earned the trust of clients across all stages of Life. He’s been happily married for 10 years and enjoy spending time with his three kids, who keep him on his toes and entertained.
Specialized support when your plan needs more depth
Chris Norris President, Integrity Wealth Solutions
Chris Norris, known as “The Chuck Norris of Finance,” is the President of Integrity Wealth Solutions and serves as a financial planning resource within the Legacy Planners professional network. Chris and his team help clients explore strategies designed to improve planning efficiency, enhance retirement readiness, and support long-term financial goals. As part of a coordinated planning approach, they work alongside other professionals to help clients evaluate tax-efficient strategies and financial opportunities based on their individual circumstances.
Scott Garcia Founder, Premier Estate & Income Planning
Scott Garcia is the founder of Premier Estate & Income Planning and serves as a strategic planning resource within the Legacy Planners network. His experience in estate and income planning helps support families who are looking for coordinated solutions, clearer long-term direction, and stronger protection for what they have built.
Mo Dadkhah Attorney, Dadkhah Law Group, LLC
Mo Dadkhah is an attorney with experience in real estate, corporate law, and estate planning. He brings valuable legal insight to families and business owners who need guidance with property, business, and estate-related planning matters. As part of the Legacy Planners professional network, Mo helps strengthen the legal support available to clients.
Estate Planning That Goes Beyond Documents
One Team. One Process. One Legacy Plan.
Most firms offer one professional. Legacy Planners brings together a coordinated team of estate planning attorneys, retirement planning specialists, trust funding professionals, insurance and Medicare specialists, financial planning resources, and other trusted professionals—all working toward one goal:
Helping you build a legacy plan that is complete, coordinated, and fully implemented.
At Legacy Planners, we believe protecting your legacy is about far more than creating legal documents. It’s about protecting your family, honoring your wishes, and preserving everything you’ve worked hard to build.
Many families have a will, trust, or other important planning documents, yet few have a legacy plan where every piece works together. When trusts, beneficiary designations, retirement accounts, insurance, asset ownership, and healthcare directives aren’t coordinated, costly gaps and unintended consequences can occur.
That’s why our team-based approach is different.
Our experienced professionals work together to help organize every aspect of your plan—from estate planning and trust funding to retirement planning, insurance, Medicare, and ongoing guidance. Instead of navigating multiple professionals on your own, you have a coordinated team focused on one objective: making sure your plan actually works when your family needs it most.
Whether you’re creating a new plan, updating an existing one, or simply looking for confidence that everything is working together, Legacy Planners helps you organize what matters most, coordinate the important pieces, and move forward knowing your legacy plan is complete, coordinated, and fully implemented.
Start Your Legacy Review
Discover whether your legacy plan is complete, coordinated, and fully implemented.
OUR MISSION
Empowering Families. Building Legacies
As you approach or settle into retirement, having a plan that adapts to this new phase of life is essential. At Legacy Planners, we’re dedicated to helping you make the most of what you've worked so hard to build. Unlike traditional advisors focused solely on growing your nest egg, our expertise lies in both growing your wealth and creating a sustainable strategy tailored for retirement.
Whether it’s ensuring lifetime income, managing taxes, planning for legacy, or transitioning your portfolio for income, our friendly, approachable team is here to provide the specialized guidance your current advisor may not offer. Take a moment to explore how a fresh look at your retirement plan can help you achieve a more confident, fulfilling future.