Education • Coordination • Guidance
Homeowners, Parents, and Business Owners
Plan to Live the Legacy.
Don’t Just Leave a Legacy.
This is Estate planning education and Legacy coordination
for families who want a simple, guided way to get organized.
We help you understand your family Dynamics, your assets,
your documents, and the steps that may come next.
What We Help With
Simple guidance for your legacy,
health coverage, and family protection.
We start with estate planning process, then help you understand other areas that may affect your family — like Medicare, life insurance, signing support, recording steps, and professional referrals.
Estate Planning Process
We guide you through a simple estate planning process so you can understand your family, your assets, your documents, and the steps needed to get organized.
Legacy snapshot
Family and asset review
Probate & Trust education
Software-guided document coordination
Signing and organization support
We educate and coordinate. We do not act as a law firm or give legal advice.
Medicare Advantage Broker
Medicare can feel confusing when you are looking at plans, benefits, deadlines, and coverage choices to keep your primary. We help you understand your options.
Turning 65 education
Medicare Advantage plan review
Prescription drug plan education
Enrollment support
Annual plan review
Medicare services are handled separately from estate planning.
Insurance Guidance
Insurances can help provide money or protection when your family may need it most. We help you understand coverage options for you, your family, and for your business.
Final expense life insurance
Mortgage or debt Term Insurance
Income IUL or Annuity Products
Auto, Home, & Pet Insurance
Business insurance options
Insurances are handled under proper insurance licensed agent and is not required for estate planning services.
Third Party resources
When another professional is needed, we help point you in the right direction.
Notary Coordination
Some documents need to be signed, witnessed, or notarized correctly. We help coordinate notary support so the signing process is easier to understand.
Mobile notary coordination
Signing appointment support
Witness instruction when needed
Final signing checklist
Title & Recording Coordination
If real estate needs to be connected to their plan, we help coordinate the clerical steps, recording instructions, and third-party support.
Basic Current Title Review
Deed recording guidance
County recording process
Third-party fee explanation
Referral support when needed
We do not give legal or tax advice about title, reassessment, or which deed is best.
Legal Referrals When Needed
Some questions need an attorney. If your situation involves legal advice, custom drafting, tax planning, disputes, or court matters, we help you understand when to speak with a licensed professional.
Estate planning attorneys
Legal document assistants
Tax professionals
Business/legal support referrals
Court or dispute-related referrals
We do not replace attorneys. We help identify when legal support may be needed.
Start With a Private Legacy Masterclass
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, we walk you through:
- your family dynamics,
- your assets,
- your concerns
- your options, and
- what could happen if nothing is in place.
This helps you see the gaps clearly before making a decision.
Your Other options are:
- Online Forms
You answer questions on your own and hope you understood everything correctly.
- Little guidance
- Easy to feel unsure
- May not explain probate clearly
- You may not know how to organize or fund the plan
- Traditional Attorney Office
Attorneys can give legal advice and custom legal drafting when needed.
- Best for complex legal and tax questions
- Can provide legal advice and representation
- May cost more
- Some families feel overwhelmed or intimidated by the process
Our Guided Education Process
We help you understand the process in plain language before documents are completed through a software-guided platform.
We start with your family picture
We review what you own
We explain probate in simple terms
We show how authority works
We help coordinate the next steps
We refer out when legal or tax advice is needed
Simple Difference
Online forms give you questions.
Attorneys provide legal advice.
We provide education, structure, and step-by-step coordination — so you are not trying to figure it out alone.
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 is your
Family Dynamic?
Every family has a story. Estate planning is not just about documents — it is about understanding who depends on you, who you trust, what you own, and what could happen if no plan is in place.
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
Sometimes your life is fulfilled by work, purpose, and serving others. You may have no children of your own, yet you find joy in blessing your nephews and nieces.
Where Should You Start?
Common Questions Most families know they need a plan. They just don’t know where to begin.
Estate planning can feel confusing at first. You may hear words like will, trust, probate, power of attorney, or beneficiary and not know what they really mean.
That is where we start — with simple education, clear questions, and a step-by-step process.
What happens if my family has to go through probate?
Who can make decisions if I cannot speak for myself?
Who would receive or manage what I leave behind?
How do I know where to start?
Why does estate planning cost so much?
What is the difference between doing it alone and being guided?
We help you understand the basics before you make a decision.
What is the difference...
Start With Clarity
Before documents, we help you look at:
Who you want to protect
What you own
Who can make decisions
What happens if there is no plan
What steps may come next
Other Services and Resources
Estate planning is one part of a bigger life plan.
During your appointment, we may notice other areas that need attention — like insurance, notarization, deed recording, Medicare, or legal questions.
We do not try to do everything ourselves. Our role is to educate, coordinate, and help point you in the right direction when another licensed professional may be needed..
Life insurance guidance
Medicare enrollment support
Notary coordination
Deed recording and title support
Home, auto, pet, or business insurance referrals
Attorney or legal document assistant referrals when needed
The goal is simple: help you know who to talk to, what questions to ask, and what step may come next.
We are not a law firm and do not provide legal or tax advice. Legal questions should be reviewed with a licensed attorney.We are not a law firm and do not provide legal or tax advice. We provide education, coordination, and guidance.
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
Title & Recording Coordination
Notary Coordination
Professional Referrals
Availability and Contact
24/7 Support
8am to 8pm Monday to Saturday
(661) 384-9507
Bakersfield, California
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