Corey joined the Joseph Legacy Planning team in 2025 to help clients navigate the complex and continuously evolving world of medicaid and other healthcare programs. With experience in managed care, healthcare compliance, and financial services, he blends professional expertise with a personal commitment to supporting the aging population with diligence and care.

In the classic role of legal scrivener, Anna joined Joseph Legacy Planning in 2025 to provide clients with surpassing excellence in document work. With an artist's eye for detail and an educator's experience in composition, she ensures all legal texts and records are accurately drafted, transcribed, and maintained. Combining graceful expertise with a personal love of the writer's craft, her focus elevates every client experience of legal service at the firm.

A founding member of the Joseph Legacy Planning team, Aaron brings a wealth of extra-legal insight and experience to make our estate planning process entirely unique and profoundly personal. He leverages an extensive background in bioethics and education to give others a clear understanding of Advance Directives and other aspects of end-of-life planning, empowering clients with a holistic vision for crafting their personal legacy.

The visionary founder of Joseph Legacy Planning, Joseph draws upon years of experience at nationally ranked law firms to bring a highly innovative and effective approach to wills, trusts, estate plans, and probate law. A believer in generational flourishing, his professional expertise and compassionate focus on tailoring client solutions is what makes us the premier exclusive provider of estate planning and related legal services in Michiana.

A truly local and family-focused law firm, Joseph Legacy Planning is blessed by Bianca's dedication to clients and invaluable administrative work. She provides regular legal support and elevates client interactions with important information and heartfelt empathy, ensuring that each client feels valued from their first encounter. Her studied familiarity with current estate and probate law reflects her dynamic commitment to client service excellence.

Trey joined Joseph Legacy Planning in early 2026. With a background in nonprofit data management, he brings strong organizational expertise and a systems-driven mindset to ensure clients receive a seamless, well-supported experience throughout the planning process. As a law student and aspiring attorney, Trey provides thoughtful support and insight as he works alongside clients at each stage of their estate planning journey, helping elevate both clarity and confidence from start to finish.