Schwartz Legacy Planning's cover image

This profile has not been claimed by the business owner or representative.

to update business information, get appointment requests, engage visitors with web chat, and more!

Schwartz Legacy Planning

5.0

About this business

Location details

3305 S Morgans Point Rd Suite C, Mt Pleasant, SC, 29466, United States

Get directions
WeekdayScheduleStatus
Mon8:30 a.m. to 4:30 p.m.
Tue8:30 a.m. to 4:30 p.m.
Wed8:30 a.m. to 4:30 p.m.
Thu8:30 a.m. to 4:30 p.m.
Fri8:30 a.m. to 4:30 p.m.
SatClosed
SunClosed
5.0140 reviews
Select a rating
John Gradick's profile image
John Gradick 
5 days ago

Jensen was amazing really made everything clear and easy. Especially with something so important and intimidating. Really happy and thankful! 

Max Kolligian's profile image
Max Kolligian 
3 weeks ago
Bill McKinley's profile image
Bill McKinley 
3 weeks ago

The entire staff has been very friendly and helpful! 

Voula Nikolakopoulos's profile image
Voula Nikolakopoulos 
4 weeks ago

My husband and I talked about doing a trust and will and kept putting it off. Finally I realized that we could no longer put it off and searched for a lawyer to work with. I interviewed several lawyers but Casey and her team were the only ones who took the time to educate us of the process over the phone and then set up a two hour meeting with Casey. The first hour was free as Casey explained in detail the process. As we decided then to work with Schwartz Legacy, Casey spent the second hour getting to know us, our family, an... read more

The Traveler's profile image
The Traveler 
a month ago

I cannot say enough wonderful things about Schwartz Legacy Planning. Casey Schwartz and her incredible team transformed what felt like a complex and emotional process into something clear, thoughtful, and genuinely empowering. From our very first meeting, they approached every conversation with professionalism, patience, and true compassion. Casey has a remarkable ability to explain complicated estate planning matters in a way that is easy to understand while still being incredibly thorough. At every step, I felt heard, supp... read more

Frequently asked questions about Schwartz Legacy Planning

How is Schwartz Legacy Planning rated?

Schwartz Legacy Planning has a 5 star rating with 140 reviews. 

When is Schwartz Legacy Planning open?

Schwartz Legacy Planning is closed now. It will open at 8:30 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com