Education • Coordination • Guidance
Estate Planning Education & Legacy Coordination
for Families Who Want to Get Organized
We help homeowners, parents, business owners, and retirees understand their family dynamics, assets, documents, and next steps — without trying to figure it all out alone.
We are not a law firm. We are your education and coordination team, helping you move through the process with clarity, structure, and the right professional support when needed.
Live the Legacy. Don’t just leave one.
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.
Estate Planning Education & Document Coordination
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 Guidance & Enrollment Support
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.
Insurance Guidance & Family Protection
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.
Signing Ceremony & Notary Coordination
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
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.
Deed & County Recording Coordination
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.
Attorney & Professional Referrals When Needed
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.
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 Family Dynamic Are You Planning For?
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, 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.
Where Should You Start?
Most families know they need a plan. They just do not know where to begin.
You may hear words like will, trust, probate, power of attorney, beneficiary, deed, or healthcare directive and not know what they really mean.
That is where we start — with simple education, clear questions, and a step-by-step conversation.
Common questions we help you understand:
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?
What is the difference between a will, a trust, and doing nothing?
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?
Start with clarity before making 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 & Resources
Estate planning is one part of a bigger life plan.
During your appointment, we may notice other areas that need attention — such as insurance, Medicare, notarization, deed recording, title questions, or legal concerns.
We do not try to do everything ourselves. Our role is to educate, coordinate, and help point you toward the right next step when another licensed professional may be needed.
This may include:
Life insurance guidance
Medicare enrollment support
Notary coordination
Deed and county recording coordination
Home, auto, pet, or business insurance options or referrals
Attorney, CPA, title company, 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.
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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