Education • Coordination • Guidance
Live the Legacy.
Don’t just leave one.
Estate Planning Education& Legacy Coordination
for Families, homeowners, parents, business owners, and retirees who Want to Get Organized.
Educate
Get clear, easy-to-understand information.
Empower
Make confident decisions for your family.
Protect
Create a legacy that lasts for generations.
Most Families aren't fully prepared.
Outdated or missing documents.
Unclear wishes lead to family stress.
Probate can be costly and time consuming.
Loved ones left with tough decisions.
It doesn't have to be that way.
Most Families
aren't fully prepared.
Outdated or missing documents.
Unclear wishes lead to family stress.
Probate can be costly and time consuming.
Loved ones left with tough decisions.
Start With a Private Legacy Masterclass
Education. Guidance.
Peace of Mind.
Most people do not need more paperwork first. They need clarity.
This Legacy Masterclass offers a 2 hour educational conversation. We believe estate planning starts with understanding, before we talk about paperwork.
“The best time to plant a tree was 20 years ago. The second best time is now." - CHINESE PROVERB
We walk you through:
your family dynamics,
your assets,
your concerns,
your options, and
what could happen if nothing is in place.
We are not a law firm. We educate and coordinate. We refer to licensed professionals when needed.
Our Proven Process
BOOK YOUR MASTERCLASS
Schedule a private, no-pressure session.
LEARN & EXPLORE YOUR OPTIONS
We educate you on tools, strategies, and solutions.
GET ORGANIZED WITH GUIDANCE
We help you gather information and create your plan.
MOVE FORWARD WITH CONFIDENCE
We coordinate with trusted professionals as needed.
What We Help With
Simple guidance Estate planning is often the starting point
— but your legacy touches more than paperwork.
We help families understand how their documents, real estate, insurance, Medicare coverage, signing steps, and professional referrals may work together.
Our role is to educate, organize, coordinate, and guide the process so you know what questions to ask, what steps may come next, and when another licensed professional should be involved.
We guide families through a structured estate planning education process so they can better understand their family picture, assets, documents, and signing steps.
This may include:
Legacy snapshot and family review
Asset and beneficiary organization
Probate, trust, will, and power of attorney education
Software-guided estate planning document coordination
Signing ceremony and notary coordination
Binder, portfolio, and document organization support
Referral support when legal or tax advice is needed
We educate and coordinate. We do not act as a law firm, provide legal advice, or make legal decisions for you.
Medicare can feel confusing when you are comparing plans, benefits, doctors, prescriptions, deadlines, and coverage choices.
As licensed Medicare support, we help you understand your options, compare available plans, review prescription needs, and complete enrollment when appropriate.
This may include:
Turning 65 education
Medicare Advantage plan review
Prescription drug plan education
Enrollment support
Annual plan review
Medicare services are separate from estate planning services. Choosing a Medicare plan is not required to use our estate planning education or legacy coordination services.
A plan is not only about who receives what later. It is also about whether your family has protection, liquidity, and options when life changes.
Through properly licensed insurance professionals, we help families understand coverage options that may support their larger legacy plan.
This may include:
Final expense life insurance
Term life insurance for mortgage or debt protection
Family income protection
IUL and annuity education when appropriate
Auto, home, pet, and business insurance options or referrals
Insurance services are handled separately from estate planning services and are not required to use our estate planning education or legacy coordination services.
Third Party resources
When another professional is needed, we help point you in the right direction.
The signing appointment is where the plan becomes organized, witnessed, notarized, and ready to store.
We help coordinate the signing ceremony so the process feels prepared, calm, and clear.
This may include:
Scheduling the notary appointment 24/7
Coordinating witness instructions when needed
Preparing a signing checklist
Helping organize documents before the appointment
Reviewing the signing flow
Helping place completed documents into the portfolio or binder
Coordinating follow-up steps after signing
Notaries verify identity and complete the notarial act. They do not provide legal advice or explain the legal consequences of the documents.
For many families, the home is one of the most important parts of the plan. When real estate may need to be connected to a trust or estate planning profile, we help coordinate the administrative steps.
This may include:
Pulling public property records
Comparing names and property details with the client
Organizing legal descriptions
Coordinating client-confirmed deed information
Preparing for the signing and notary appointment
Helping explain common county recording steps
Coordinating recorder office submission when requested
Helping track county fees, transfer tax questions, and recording status
Referring to an attorney, CPA, title company, or other licensed professional when needed
We do not provide a title opinion, choose the deed type for you, determine legal ownership rights, or give legal or tax advice about reassessment, loans, exemptions, Medi-Cal, probate, or transfer consequences.
We believe families should have the right help at the right time.
Some questions need a licensed attorney, CPA, title company, legal document assistant, or other professional. If your situation involves legal advice, custom drafting, disputes, tax strategy, business planning, court matters, or unclear ownership issues, we help you pause and identify the right professional support.
Estate planning attorneys
Legal document assistants
Tax professionals
Business/legal support referrals
Court or dispute-related referrals
We do not replace attorneys. We help families stay organized, ask better questions, and know when legal support may be needed.
About
Living the Legacy Agency
Living the Legacy Agency was created to help families slow down, understand their options, and get organized before life forces them to make decisions under pressure.
We are not a law firm, and we do not provide legal or tax advice. Our role is education, coordination, and guidance. We help families understand estate planning concepts, family dynamics, assets, insurance needs, Medicare questions, signing steps, and when another licensed professional may need to be involved.
Our goal is simple: help you live the legacy, not just leave it.
What Family Dynamic Are You Planning For?
Estate planning is not just about documents. It is about understanding who depends on you, who you trust, what you own, who may step in, and what could happen if no plan is in place.
Whether you are a parent, retiree, business owner, single adult, blended family, or trusted helper in your family, the goal is the same: create clarity before confusion.
Single Mothers
You may be carrying the responsibility for your children, your home, and your future. Planning helps you name trusted people, organize your wishes, and think through who can step in if something happens.
Retirees
You may already own a home, have accounts, or know who you want to receive what. Planning helps organize authority, beneficiaries, healthcare decisions, and family communication.
Blended Families
When there are children, stepchildren, prior relationships, or different expectations, clarity matters. Planning helps reduce confusion and protect the people you care about.
Young Family
You may feel like you are just getting started, but this is often the best time to name guardians, organize basic documents, and protect your children’s future.
Single Fathers
Your children may depend on your guidance, income, and protection. A plan helps organize authority, guardianship conversations, and the people you trust to help your family.
Rich Uncle or Aunt
You may not have children of your own, but you may still want to bless nieces, nephews, siblings, parents, your church, or people you care about. Planning helps you decide who should receive support, who should be trusted to carry out your wishes, and how your legacy can reflect your values.
TESTIMONIALS
What Others Are Saying...
Our Team
Our Expert Legacy Builders
Andrew Isai Adkins
Life Inusrance Agent, Medicare Broker, Owner
Lianne D. Adkins
Assitant
Lisette S. Gomez
Notary Public
Estate planning education, legacy coordination, life insurance guidance, Medicare support, and professional referral coordination for families who want a simple way to get organized.
We are not a law firm and do not provide legal or tax advice.
Quick Links
Legal
Our Services
Estate Planning Education
Legacy Coordination
Life Insurance Guidance
Medicare Support
Deed & County Recording Coordination
Notary Coordination
Professional Referrals
Availability and Contact
Monday to Saturday, 8 AM to 8 PM
Request support online anytime
(661) 384-9507
[email protected]
Bakersfield, California
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