01/11/2026
Hello from BeAdvised Legacy Planning!
We're Sam and Dan, the husband-and-wife team behind the business.
After years of helping people plan for their futures, we saw the need for a friendly, approachable estate planning service that truly puts people first. That's why we founded BeAdvised Legacy Planning.
Sam's background in education means she's passionate about explaining things clearly and making what can sometimes feel like a complicated process straightforward and easy to understand.
As an independent financial adviser, Dan has seen first-hand the importance of having the right plans in place to protect loved ones and provide peace of mind for the future.
Together, we've created BeAdvised Legacy to make Wills, Lasting Powers of Attorney and estate planning accessible, straightforward and personal.
We're here to help you protect your wishes, your family and the people who matter most.