About Us
Create Your Legacy With Us!
We are the leading provider of holistic legacy planning services.
Our mission is to empower individuals, families, and businesses with the tools and strategies needed to protect their assets and ensure a smooth transition of wealth.
With years of expertise in estate planning, tax optimization, financial management, and legal considerations, our team is committed to delivering personalized solutions tailored to your unique needs.
Our Beliefs
At Legacy Planning Consultation LLC, we recognize that while life is impermanent, the legacy we leave behind can endure for generations. Many people work tirelessly to build wealth, but the challenge of preserving it can seem daunting. Estate planning should be accessible and empowering to everyone, and that creating a lasting legacy is within reach for all.
Our team is dedicated to helping you protect your wealth and maximize your legacy with minimal cost and effort.
Beyond financial preservation, we see this as an opportunity to contribute to a better world for your family, community, and the generations to come.
Meet the Team
Co-Founder
Julie Lin
With over 20 years of experience in tax and financial planning, Julie is a well recognized expert in the industry. Her strong reputation and deep knowledge in estate planning make her a valued leader and mentor to the team. Julie believes in serving with compassion and feels rewarded by helping the community and future generations.
Co-Founder
Yien (Yihan) Bao
Yihan started her early career in one of the big four consulting firms and later developed expertise in nonprofit and estate planning. Driven by a passion for empowering individuals and families to create lasting legacies that contribute to a better world for all, Yihan is determined to co-found this company to serve clients with excellence.