Estate Planning & Elder Law Services in Monroe, NY

Protecting Monroe Families Through Comprehensive Legal Planning

Looking for trusted estate planning guidance in Monroe, NY? Legacy Fiduciary Group provides comprehensive elder law and asset protection services to families throughout this rapidly growing Orange County community. With Monroe's population expanding significantly in recent years, more families than ever are seeking professional guidance to protect their assets and plan for the future. Our team understands the unique dynamics of this diverse community and the importance of creating estate plans that reflect your family's specific needs and values.


From the historic village center to the neighborhoods near Harriman State Park, we serve Monroe residents with the same personalized attention that has made us a trusted resource throughout the region. Whether you're a longtime resident or part of Monroe's growing community, our flexible meeting options—including house calls and virtual consultations—make it easy to begin planning for your family's future without disrupting your busy schedule.


Ready to protect what matters most to your family? Call Legacy Fiduciary Group at (845) 400-8307 to schedule your consultation and discover how our experienced team can help you navigate estate planning, Medicaid preparation, and asset protection strategies tailored to your specific situation.

Why Monroe Families Choose Legacy Fiduciary Group

Monroe's diverse community deserves estate planning services that recognize the varied needs of its residents. At Legacy Fiduciary Group, we bring a thoughtful, client-centered approach to every family we serve, ensuring your estate plan reflects both your wishes and the realities of your financial situation.


• Comprehensive estate planning including wills, trusts, and healthcare directives designed for Monroe families

• Medicaid planning and crisis intervention to protect assets from long-term care costs

• Elder law guidance addressing guardianship, powers of attorney, and incapacity planning

• Asset protection strategies to safeguard your family's wealth for future generations

• Trust administration services ensuring proper management of family assets


Beyond estate planning, we assist Monroe families with probate and estate administration, helping executors navigate the legal process efficiently. Call (845) 400-8307 to learn how we can protect your family's legacy.

Results Monroe Families Can Depend On

When Monroe families trust us with their estate planning needs, they benefit from decades of combined experience in elder law and fiduciary services. We've helped countless Orange County families protect their assets, qualify for Medicaid benefits, and ensure smooth transitions of wealth to the next generation.


Our process begins with understanding your complete financial picture and family dynamics. We then develop customized strategies that address your immediate concerns while planning for long-term protection. Unlike one-size-fits-all approaches, our plans evolve with your family's changing needs.


Monroe families consistently tell us they appreciate our straightforward communication and genuine care for their wellbeing. We take the time to explain complex legal concepts in plain language, ensuring you understand every aspect of your plan. Schedule your consultation today by calling (845) 400-8307—we're here to help protect your family's future.