Maintain Control, Achieve Clarity, Have Peace of Mind, Preserve Your Legacy. Call us today!Helping people preserve their wealth, protect their family and create their legacyWe assist client in both the avoidance of probate as well as the effective administration of probateDo not put your trust in money, put your money in trust.Wills are an important part of a good estate plan but they rarely control all of your assets.
|Managing Attorney||Legacy Estate Planning, LLC||2000 - Present|
|Managing Attorney||Stephen M. Waltar, PS||2000 - Present|
|Weekly Radio Show Host of "Legacy Planning"||Legacy Estate Planning, LLC||2016 - 2017|
|Association name||Position name||Duration|
|American Academy of Estate Planning Attorneys||Executive Member||2006 - Present|
|East King County Estate Planning Council||Member||2000 - Present|
|Washington State Bar Association||Member||1994 - Present|
|American Bar Association||Member||1994 - Present|
|CLE Coursebook||Grantor Trusts from Start to Finish||2016|
|Book||Legacy Wealth Planning||2012|
|American Academy of Estate Planning Attorneys||Legacy Wealth Estate Planning Seminar||2010|
|American Academy of Estate Planning Attorneys||Smart Estate Planning In Washington||2009|
|American Academy of Estate Planning Attorneys & Stephen M. Waltar, PS||Legacy Wealth Planning Seminar||2008|
|Book||Smart Estate Planning in Washington||2008|
|Institute for Paralegal Education||Advanced Issues in Probate for the Paralegal in Washington||1999|
|Princeton Theological Seminary||N/A||Master of Divinity||1998|
|University of Puget Sound School of Law||Law||JD - Juris Doctor||1993|
|Seattle Pacific University||N/A||BA - Bachelor of Arts||1984|
|7 Costly Mistakes & Insurance Solutions||Seven Costly Mistakes||2017|
|Public Sweep||Legacy Wealth Planning||2016|
|Member Presentation||Estate Planning Update||2016|
|Industry Update||7 Costly Mistakes||2016|
|Public Sweep||Legacy Estate Planning||2015|
|Wills and Living Trusts||Legacy Wealth Estate Planning||2010|
|Wills & Trusts||Legacy Estate Planning||2010|
|Ruth's Chris||Wills and Trusts||2010|
|Kirkland Marriott Courtyard||Legacy Wealth Estate Planning||2010|
|Hidden Valley Conference Room||Wills & Trusts||2010|
|Estate Planning for 2010 and Beyond||Legacy Estate Planning||2010|
|Edward Jones - Sarah Taylor @ Park Place Lucia's||Preparing Your Estate Plan||2010|
|Bellevue Sheraton||Legacy Estate Planning||2010|
|Legacy Estate Planning||Estate Planning||2009|
|Estate Planning for Certified Financial Planners||Preparation for the CFP Exam||2009|
|Why Most Estate Plans Don't Work||Estate Planning Myths||2008|
|Estate Planning for Financial Planners||Estate Planning for CFPs||2008|
|Advisors Continuing Education||Washington Overview of Probate and Trusts||2008|
Posted by Jack and Mary
We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.
Posted by anonymous
Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed.
He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails.
We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well.
We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy.
In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.
Posted by Arty
Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!
William Nichols, Estate planning Attorney
I was first introduced to Steve through the American Academy of Estate Planning Attorneys. Subsequent to that I have had meetings with a financial planner with whom Steve has had mutual clients. The planner's experience with Steve is very similar to mine. Steve is well versed in estate planning and how to help clients determine what is most important to them and then how to best implement a plan that achieves the clients' goals. I have found Steve to be a sincere lawyer who truly wants the best for his clients. I recommend him to anyone looking for an estate planning lawyer in Washington state.
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