Legacy Law Group provides quality legal services in the areas of estate planning, business planning, trust and probate administration, special needs trusts, and limited conservatorships.
Tracy M. Potts, principal of Legacy Law Group, says it’s rewarding work because her team is passionate about helping people.
“As a profession, we often get seen as the ‘death and taxes’ group, but it is more than that,” she says. “We try to help people with complex issues — we break them down and make them more understandable so families can make informed decisions. Although these conversations can be difficult, it’s the most “adult activity you can do” when planning the future, Potts adds.
The kindness clients experience behind the Legacy Law Group doors at their Promenade Circle location extends into the community as employees participate in charitable endeavors throughout the year. In recent years, they have supported the Assistance League of Sacramento, Alzheimer’s Association and American Cancer Society events and even sponsored animal grooming at a community shelter. “It is our job to give back to the community,” Potts says.
Potts is the former chair of the executive committee of the State Bar of California, Trusts and Estate Section, and has been honored as a Northern California Super Lawyer for 20 consecutive years by Thomas Reuters.
“Our driving force behind everything we do at Legacy Law Group is making a difference.” — Tracy M. Potts, Principal
Potts also gives back in other ways, like offering her expertise as a fellow with the American College of Trust and Estate Council. She chairs an artificial intelligence task force and offers resources for lawyers to prepare for AI integration in their work.
“Legacy Law is an adaptable group and we are prepared to introduce AI into the trust and estates practice area. Lawyers will not be replaced,” Potts says.
“I find my work really fulfilling,” she continues, “and I know most of my staff feel the same way. I love puzzles and this field allows me to take ideas and transactions and put all the puzzle pieces together.”
