David Chaney

405-708-5508 david@legacyplanningservice.com

Our work is built around a simple idea: the goal is to leave a legacy, not just an inheritance. We help families and business owners think beyond dividing assets to decide what they want their life’s work to mean for the people and causes they care about. That means clarifying the values, guardrails, and opportunities they want to pass on, then shaping plans that teach the next generation how to steward what they receive instead of just spending it. Our value lies in connecting those deeper priorities to concrete decisions, so the legacy they leave is measured in character, direction, and stability—not only in dollars.