Lisa G. McCurdy, Esq.

Lisa G. McCurdy, Esq.

Managing Partner, The Wealth Counselor, LLC, and CEO, Defining Legacy Group, LLC

Lisa McCurdy is the Founder and Managing Partner of The Wealth Counselor, LLC, a boutique estate and asset protection law firm serving high-net-worth families with complex, multigenerational wealth. For nearly three decades, she has guided clients with $10 million-plus in assets through the technical, strategic and human dimensions of legacy planning, helping families preserve wealth, strengthen connection and lead with intention.

As Founder and CEO of Defining Legacy Group, she built on that foundation with her Legacy on Purpose® philosophy and The Legacy on Purpose℠ Journal: A Celebration of Life!, giving families a structured way to bring clarity and meaning to legacy work.

LegacyMakers®, the newest expression of that vision, serves as the experiential arm of her practice, offering education, advisory and community experiences for the family leaders who carry legacy planning on their shoulders.

Widely recognized as Lisa, The Wealth Counselor™ and The Legacy Architect™, Lisa brings legal mastery and emotional intelligence together to help families protect what matters most across generations.

Latest articles by Lisa G. McCurdy, Esq.

A grandfather, son and granddaughter smile and talk while sitting on a rock at oceanside.
Why Legal Documents Won't Save Your Family's Wealth

A successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.