Law + Finance. The Complete Legacy Strategy.
A Will protects your wishes, but financial planning protects your assets. Saffold Law Group combines attorney-drafted estate documents with licensed financial guidance to ensure your legacy is not just written, but funded.
Actor Portrayal
The Saffold Difference (Legal + Financial)
Most estate planning attorneys will draft your documents and send you on your way. Most financial advisors will sell you a product but can’t write the legal rules to protect it.
We do both.
Quintin D. Saffold is a Licensed Attorney and a Licensed Financial Professional. This dual capacity allows us to bridge the gap between your legal instructions and your financial reality. We don’t just create the Trust; we help you find the financial products (like Life Insurance and Annuities) to fund it, ensuring your family is taken care of immediately.
The "Wealth Preservation" Ecosystem
We build plans that cover the three phases of wealth: Creation, Protection, and Transfer.
Attorney-drafted instruments to ensure your voice is heard when you cannot speak.
- Last Will & Testament: Designating guardians for minor children and distributing assets.
- Powers of Attorney: Designating agents for financial and healthcare decisions during incapacity.
- Revocable Living Trusts: Keeping your family out of Probate Court and maintaining privacy.
- Living Wills (Directives): Instructions for end-of-life care.
As licensed professionals, we offer products that provide liquidity and tax advantages.
- Life Insurance Planning: Using Term or Whole Life policies to pay off debts, fund buy-sell agreements, or create instant estate value.
- Annuities: Creating guaranteed income streams for surviving spouses.
- Long-Term Care Solutions: Protecting your estate from being drained by nursing home costs.
For entrepreneurs, your business is your biggest asset.
- Buy-Sell Agreements: Funded by life insurance to buy out a deceased partner's share.
- Key Man Insurance: Protecting the company if a critical leader passes away.
Transparent Pricing Packages
We believe in flat-fee transparency. No hourly billing surprises.
Best for: Individuals or young couples with simple assets.
- Last Will & Testament
- Durable Power of Attorney (Financial)
- Medical Power of Attorney
- Directive to Physicians (Living Will)
- HIPAA Release
Price
Starting at $600 (Individual) / $900 (Couple)
Best for: Homeowners and parents who want to avoid Probate.
- All Tier 1 Documents
- Revocable Living Trust (The "Family Trust")
- Pour-Over Will
- Deed to Transfer Home into Trust
- Assignment of Personal Property
Price
Starting at $2,500
Best for: High-net-worth individuals and business owners.
- All Tier 2 Documents
- Irrevocable Life Insurance Trust (ILIT) setup
- Business Succession Language
- Financial Product Review & Integration
Price
Custom Quoted
Submit a Referral (For Advisors & Agents)
Are you a Financial Advisor, CPA, or Insurance Agent? We partner with professionals to provide the legal “back office” for your clients. Submit a referral below to secure your client’s estate plan.
How it Works:
Actor Portrayal
1. Submit Client Details:
Use our secure portal to introduce the client.
Actor Portrayal
2. We Handle the Legal:
We consult, draft, and execute the documents.
Actor Portrayal
3. We Loop You In:
We ensure the estate plan aligns with the financial portfolio you manage.
Don't Leave a Mess. Leave a Legacy.
Your wealth represents a lifetime of work. Protect it with a plan that covers every angle.
Actor Portrayal