live a legacy Don't just leave a legacy!

Living a legacy means making intentional choices today that will positively impact future generations. It’s about building a life rooted in values, love, and responsibility.

At the heart of every lasting legacy is trust—trust in the plans we make, the people we love, and the foundation we leave behind. When we lead with trust, we ensure that our legacy carries not only our wealth but also our wisdom and care.

Protect your loved ones and plan with peace of mind by scheduling an estate planning appointment today.

We’ll help you create or update essential legal documents such as:

  • - Revocable living trust

  • - Living Will w/ Advance Healthcare Directive

  • - Power of Attorney for Finance

  • - Power of Attorney for Healtcare w/ HIPPA Form

  • - Last Will and Testament

A complete family estate plan ensures your wishes are legally protected and your legacy is properly secure.

Retirement Planning

Planning for retirement during your prime working years—typically between ages 35 and 55—is essential to building long-term financial security.

A strong retirement plan should include consistent contributions to:

  • - 401(k)s

  • - Roth IRAs

  • - Life Insurance

  • - Long-term care coverage

  • - Estate Plan

It's also wise to review possible gaps and cliffs for income projections, update beneficiary designations regularly, and to start early giving time to grow your savings for both expected and unexpected life events.

Life Insurance

Life insurance is one of the most important steps you can take to protect your family's future.

With several types available such as:

  • - term

  • - whole life

  • - universal life

— it’s essential to understand which coverage best fits your family's unique needs and long-term goals.

Schedule an appointment today to get clear, personalized guidance, and find the right life insurance solution to secure peace of mind and financial protection for the ones you love.

Medical Insurance

Navigating medical insurance in California can feel overwhelming, but you don’t have to do it alone.

Whether you're exploring plans through:

  • - Covered California

  • - Private insurers

  • - Medi-Cal eligibility

  • - Medicaid

  • - Medicare Part A, B, C, D

...we're here to simplify your options.

Schedule an appointment today to review your healthcare needs, compare coverage choices, and ensure you’re enrolled in a plan that offers the best protection and value for you and your family.

Hear From The Mouth Of Our Clients

★★★★★

"Highly recommend! The process was smooth, and everything was clearly explained. I appreciated how mobile and convenient the service was—Andrew even came to us. It's a relief knowing our affairs are in order."

Robert T.

★★★★★

"I had no idea where to start with health insurance, but Andrew explained everything in simple terms. He helped me compare plans through Covered California and made sure I got the coverage I needed without overpaying."

Danielle R.

★★★★★

"I wasn’t sure what type of life insurance was best for my family, but Andrew explained the differences between term and whole life clearly. He helped me choose a plan that gives me peace of mind and fits my budget."

Jessica M.

Read From The Reviews Of Our Clients


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This website provides general information for educational and informational purposes only. Living The Legacy Agency LLC is not a law firm and does not provide legal, tax, or financial advice. Any legal documents or tools offered through this site may be created in collaboration with licensed third-party providers. The content and services available on this site are not a substitute for professional advice. You should consult with a licensed attorney, tax advisor, or financial professional regarding your specific situation.