"Lizette Sundvick is a caring, empathetic person who is very dedicated to her family and clients. She is friendly and personable and her explanations are clear and understandable."
“We help caring families navigate the maze of protecting, preserving
and passing on their assets with the most positive experience
– Lizette B. Sundvick, Esq.
At Sundvick Legacy Center, YOU, the client, are our first priority. Our clients and their values, goals, hopes, fears, concerns and aspirations are always treated with integrity and respect. Lizette and her team focus on providing families with peace of mind through an exceptional client-focused process. Our team strives to provide a personal touch with concern, commitment and competency.
In today’s world, we understand that our clients face many challenges in navigating through the changing seasons of life both for themselves, their loved ones and their life’s work. We excel in guiding our clients through the often confusing maze of life, financial and legal decisions necessary to create plans that ensure the well-being of their families. By clarifying their values and goals, our clients embrace the significance of their life choices today that secure their future legacy for generations to come.
Beyond the basics, Sundvick Legacy Center provides comprehensive Business, Estate Planning and Asset Protection strategies with ongoing concierge maintenance services for flourishing families, professionals, multi-real estate investors and business owners. Trust & Probate Administration services are also provided. (Go to Our Story to learn more about what we do and why!)
If you are single, then you are in good company. According to the most recent U.S. Census, more than half of all adult Americans are single, too. Whether you just turned 18 or are 118 one thing you share with your married counterparts is the need for essential estate planning.
Even if you do not have two dimes to rub together, you are your estate. Did you know the law requires every adult American to make his or her own personal, financial and health care decisions? Who would make your basic decisions if you are legally incapacitated due to a serious injury or illness?Read More
With each marriage come new rights and new responsibilities. If you already have an estate plan created when you were single, then you must bring your estate plan up-to-code to reflect your wedding vows.
Unfortunately, many married couples mistakenly believe that they can make personal, health care and financial decisions for one another should either spouse become legally incapacitated due to a serious injury or illness. Nothing could be further from reality!Read More
Are you the parent of minor children? If yes, then they are your most valuable treasure. So, what arrangements have you made for their care should something happen to you and their other parent?
As with your own personal, health care and financial decisions, would you rather select the guardians (i.e., back-up parents) yourself, or let a probate judge make the selection without your input? Only through proper legal planning can you select the guardians.Read More
Times have changed. In the new millennium, whether due to the death of a spouse or through divorce, blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current statistics and trends.
Many blended families face unique social, psychological and economic challenges. As a result, over 60% of second marriages end in divorce. Fortunately, there are numerous organizations and support groups dedicated to helping blended families with these challenges.Read More
Are you between age 40 and 55? If yes, then congratulations. Research has shown that you are in your peak earning years. And that is a very good thing.
Chances are good that you have some expensive life events going on right now, unlike when you were among the Married Couples without children.Read More
Just a moment ago you were in the thick of your busy, busy Peak Earning Years. Now, you can see a new adventure is rapidly approaching your front windshield. What is it?
Are you getting ready?
Chances are good that your children have left the nest. Perhaps you are assisting your aging parents with their personal, health care and financial responsibilities.Read More
Whether due to divorce or death, you are now Single Again.
You may have children and even grandchildren. In any event, you need to create (or revisit) your estate plan.
Did you know the law requires every adult American to make his or her own personal, financial and health care decisions? Now that you are single again, who would make your basic decisions if you are legally incapacitated due to a serious injury or illness?Read More
You have arrived. Just a moment ago you were Nearing Retirement. When did you get to this place in life so quickly? Yikes, what do you need to do right now in preparation for that day?
This is often an exciting, yet bittersweet time of life.
Chances are good that you all of your children have left the nest with lives and growing families of their own.Read More
“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
“ The micro tweaks to my estate plan that we’ve made through the years have been just as impactful as the macro decisions made early on. Intention is just not enough. You need someone to help you drive the bus who knows how to get there and avoid the potholes along the way. ”
“ The first time I met with Lizette was in 2008, right after my husband passed away. I was devastated and confused, but knew I had to get my estate in order. With her demeanor of caring and understanding we soon had my trust done. My life had changed in the last 7 years...and once again I found Lizette there for me. I would recommend Sundvick Legacy Center to anyone needing estate planning. Lizette is understanding, caring and very knowledgeable. ”
“ Excellent service! Lizette’s work has given me inner peace. She is highly regarded! ”
“ Excellent professional service with a genuine interest in my protection and satisfaction. ”
“ Very nice job on Trust prep. Professional, no wasted time, friendly service. Thank you! ”
“ The service was meticulous! The services provided by Sundvick Legacy Center were very detailed. The organization and presentation of the Trust is very elegant. ”
“ We received a detailed, interactive guide in a timely manner. All aspects of the estate planning were performed in a relaxed professional manner. Personal trust goes a long way in a recommendation. ”
“ I have been under extreme stress and felt very vulnerable since my husband’s death. I had no idea how involved our estate is and am so happy with Lizette and her staff. They are all so efficient! …I feel my estate is safe and organized and I can relax. I am so totally pleased with the results. ”
“ Lizette Sundvick is a caring, empathetic person who is very dedicated to her family and clients. She is friendly and personable and her explanations are clear and understandable. Sundvick Legacy Center places a great deal of emphasis on the quality of their services. ”
“ Lizette sees the entire playing field and gets clients to see the same field. She interprets client goals well, even though the clients may not voice them adequately, if at all. We feel that she uses her extensive knowledge and tailors it for clients to make their situation better. We are exceedingly glad to have met her. ”
“ I can’t say enough wonderful things about Lizette and her staff in helping my family with my mother's estate planning. My mother just moved to Nevada to better be with our family in her senior years. After one meeting, Lizette was able to give my mother a comprehensive and custom financial plan for her specific needs. I highly recommend Lizette for all your estate and financial planning needs. ”
“ I appreciate Lizette's professional, but caring support through my Mom's last years and passing and also the help with my own trust. My experience with Sundvick Legacy services was very positive in every aspect. ”