OneLegacy Advisors, LLC

OneLegacy Advisors, LLC specializes in Estate Liquidity that you can count on. We focus on clients needs and teach other Financial Planners, and Agents to create a comprehensive Estate plan that covers end of life expenses. Most people plan for future events, but they rarely plan for the short window that occurs after a death—when your family needs money and is faced with paying the bills and following up on many pressing demands.Our program is more than just pre-planning. It’s about using financial tools and legal rules to create a plan that will guide you and your family through difficult decisions that need to be made in later years and to take care of your loved ones well after you are gone.