Who We Are

Why We Are Different – Our People and Partners

Our Partners are highly regarded Legal, Financial, Insurance, Real Estate & Tax Professionals who understand the importance of sound Estate Planning. We specialize in innovative strategies for Reducing Taxes, Protecting & Preserving Wealth & Assets, Asset Management & Distribution, Legal Framework, Veterans Benefits, Medicaid & Long Term Care Planning.

Legacy Estate Partners

Joseph M. Franz, President/CEO

Emily Mutchler, Operations Manager

Ryan Marcum, Vice President

Derek Wilkerson, Senior Estate Advisor

Derek Wilkerson


 Pearson Bollman Law

Pearson Bollman Law routinely counsels families in the areas of estate planning, wills, trusts, probate/trust administration, elder law/Medicaid planning, and VA pension eligibility.


Phyllis Pearson, Attorney at Pearson Bollman Law



Matthew Bollman, Attorney at Pearson Bollman Law




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