About Us
I lifeguard legacies using wills and trusts to help people pass what they've worked for all their lives to those they love and the causes they care about. I also help with incapacity planning with powers of attorney, end of life planning, and asset protection strategies.
The products and services we offer
Recommendations Received (34)
"I recently had the pleasure of meeting Heidi Thompson from Lifeguarding Legacies, PLLC for a..."
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"I recently had the pleasure of meeting Heidi Thompson from Lifeguarding Legacies, PLLC for a virtual coffee chat. I'm thrilled to share how enriching and productive our conversation was.
Heidi is a dedicated professional who truly understands the importance of preserving and safeguarding legacies. Her passion for her work came through in every aspect of our discussion. I was particularly impressed with her comprehensive knowledge and the unique, personalized solutions she offers to her clients.
I'm excited to announce that we'll be strategic partners moving forward. Given the synergy between Lifeguarding Legacies and CK Davis Trends, I'm confident that our partnership will bring about a wealth of benefits for our clients.
I wholeheartedly recommend Heidi and Lifeguarding Legacies to anyone in need of their services. If you're in Phoenix, AZ or surrounding areas and require professional legacy planning, look no further.
Looking forward to many more insightful discussions and collaborations with Heidi.
Best Regards, Erick D. Davis Sr. CK Davis Trends"
"Business referral "
Products & Services
Create a binding record of your final wishes and assign guardians for your minor children. It's never too early to think about how to protect your ...
When you need to count on expertise, we're here to help. Lifeguarding Legacies, PLLC offers free consultation calls to clients in and around Phoeni...
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Recommendations Given (40)
"Had a wonderful virtual coffee with Erick. He truly seeks to connect and bring value to others. ..."
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"Had a wonderful virtual coffee with Erick. He truly seeks to connect and bring value to others. He is a wonderful ambassador of the Alignable brand and asks intelligent questions that make the conversation memorable."
"If you are tired of traditional networking groups, this might be the group for you. The..."
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"If you are tired of traditional networking groups, this might be the group for you. The networking and referral tools are easy to use, the commitment is manageable, and every week there is a mini concert from developing artists who ask only that business professionals share their platforms (an easy ask). A truly original idea and a great guy to run it!"
Recent Activity
Keap (Infusionsoft)
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Keap (Infusionsoft)
Based on the responses below...I'd say this group is mostly filled with my people. #medicalfreedom #americafirst #covidnazissuck
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Based on the responses below...I'd say this group is mostly filled with my people. #medicalfreedom #americafirst #covidnazissuck
Referrals are always the right answer. These come in many forms. Financial industry professionals naturally have the most conversations about the importance of estate planning. Happy clients posting--without my prompting--on Next Door has been extraordinarily helpful! Also, and most...
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Referrals are always the right answer. These come in many forms. Financial industry professionals naturally have the most conversations about the importance of estate planning. Happy clients posting--without my prompting--on Next Door has been extraordinarily helpful! Also, and most surprisingly, having clients provide witnesses (usually neighbors) for document signings has led to many of the witnesses becoming clients.
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