Southwest Legacy Law

10/19/2026

Who should attend coffee -Who Should Attend?
This event is ideal for:

- Family members and heirs who have inherited a home or may inherit one.
- Executors and personal representatives responsible for settling an estate.
- Individuals navigating the probate process or starting the probate process after the loss of a loved one.
- Anyone who wants to better understand how a home’s value at the date of death can affect estate taxes, asset distribution, and the protection of heirs and executors.
Registration in the link.

10/19/2026

10/19/2026

It is Estate Planning Awareness Week! October 19-25, 2026
Can an AI chatbot really create a plan to protect your family’s future?
Check out our new blog! Link in comments.
It might be tempting to use AI to draft a will or trust in seconds, but estate planning is about so much more than just filling in forms.

Real life is complicated. AI cannot
● understand the nuances of complex family dynamics,
● reliably account for state-specific laws and tax regulations, or
● supervise the critical, legal signing process.

Read our latest blog to understand the true risks of AI-generated plans and why human guidance is crucial.

10/16/2026

IT’S OFFICIAL — OUR NEW SIGN IS UP! 🎉

We’re excited to share that the new sign for Southwest Legacy Law is up!

Thank you to everyone who has supported us along the way. We’re proud to serve our community and look forward to what’s ahead!

10/16/2026

NEW EVENT! Women & What If...
Are you and your family prepared for the unexpected?

November 11, 2026
O.G. W**e Bar in Chanhassen
6:15 p.m.
FREE EVENT, LIMITED SPOTS. Registration Required.

Join us at The O.G. W**e Bar in Chanhassen for an informative and relaxed evening designed to help busy women feel more confident and prepared for life’s unexpected moments.

We’ll talk about the “What If” questions we don’t always want to think about—What if something happens to you? What if something happens to your spouse? Would you and your family know what to do next?

We’ll discuss how to organize your finances for greater peace of mind and cover estate planning questions every woman should understand—whether you’re married, single, raising a family, caring for aging parents, or simply trying to make sure your own affairs are in order.

You’ll leave with practical information about your finances, estate planning, and steps you can take now to create greater clarity and peace of mind for yourself and the people you love.

Featured Speakers: Grant Meyer, CFP®, BFA™, Certified Grief Educator
Co-Founder, Financial Advisor with TruMix Advisors & Jennifer M. Spalding
Founder & Attorney, Southwest Legacy Law

Advisory services are offered through TruMix Advisors (“TruMix”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. TruMix Advisors and Southwest Legacy Law are separate, unaffiliated firms. TruMix does not provide legal or tax advice. All investing involves risk, including possible loss of principal.

Southwest Legacy Law Event Registration

10/15/2026

Thank you to everyone who joined us for our Estate Planning Lunch & Learn at the Chaska Community Center! We enjoyed connecting with our community, sharing helpful information, and discussing ways to plan for the future with confidence.

At Southwest Legacy Law, we’re passionate about helping individuals and families feel informed, prepared, and confident in their estate planning journey.

Want to learn more about Southwest Legacy Law or join us for a future event? Visit our website to explore our services and upcoming events. Link in the comments!

10/14/2026

Today is the day! We’re excited for our Estate Planning Lunch & Learn today at the Chaska Community Center!

We look forward to connecting with everyone, sharing helpful information, and discussing ways to plan for the future with confidence.

To learn more about Southwest Legacy Law or register for one of our events visit our website. Link in the comments.

10/13/2026

At Southwest Legacy Law, we don’t just prepare an estate plan, we prepare a life and legacy plan. What is the difference? An estate plan is a set of documents, which may include a will, a trust, a power of attorney and a healthcare directive. A life and legacy plan is so much more! It is a proactive plan you create that leaves your loved ones with everything they need to follow your wishes and it is a plan that makes things as easy as possible for your loved ones after you are gone. It includes all the documents and more! Book your 20-minute complimentary consultation call today to determine if our services would benefit you. Click here: https://app.lawmatics.com/forms/share/adc42f00-ab0b-4f2d-9809-4059c12a25b2

Southwest Legacy Law is the local expert in estate planning and estate administration.

10/13/2026

Tomorrow! Estate Planning Lunch and Learn at the Chaska Community Center. A few spots still available. Registration link in comments or visit our website.

10/12/2026

We had a great time at Box Lunch Bingo today at the Lodge at the Chaska Community Center!
At Southwest Legacy Law, we love supporting our local community! Thank you to everyone who made today such a fun event!