About Legacy Plan
For over 37 years, we've been the trusted guardians of family legacies — one estate plan at a time.
Our Story
Legacy Plan Estate Services was founded in 1987 by Eleanor Whitfield with a single mission: to make expert estate planning accessible to every family, not just the wealthy. What began as a solo practice in a small Manhattan office has grown into one of the Northeast's most respected estate planning firms.
Today, our team of six attorneys and twelve support staff have planned over 5,000 estates, protecting more than $2.4 billion in family assets. We remain committed to Eleanor's founding principle: every family deserves a plan.
Our pro-bono program provides free estate planning to veterans, single parents, and families facing terminal illness — because protecting your legacy shouldn't depend on your income.
Legacy Plan Offices — Est. 1987
Our Journey
Founded by Eleanor Whitfield in Manhattan
Expanded to include trust and fiduciary services
Opened offices in Connecticut and New Jersey
Launched business succession planning practice
Introduced secure digital document vault
Named Top 10 Estate Planning Firm — US News
Our Attorneys
A team of distinguished estate planning professionals.
Eleanor Whitfield, Esq.
Founding Partner
With over 35 years in estate planning law, Eleanor has structured trusts and wills for over 3,000 families. She specializes in high-net-worth estate planning and charitable giving strategies.
- • Super Lawyers — Estate Planning (2010-2026)
- • AV Preeminent Rating — Martindale-Hubbell
Marcus Brennan, Esq.
Managing Partner
Marcus leads the firm's trust and fiduciary practice. His expertise in complex trust structures has saved clients over $180M in estate taxes over his 25-year career.
- • Best Lawyers in America — Trusts & Estates (2015-2026)
- • Fellow, American College of Trust and Estate Counsel
Victoria Ashford, Esq.
Senior Partner
Victoria specializes in special needs planning and Medicaid compliance. She is a nationally recognized speaker on disability rights and estate planning intersections.
- • National Academy of Elder Law Attorneys — Fellow
- • Pro Bono Champion Award (2019, 2022)
James Castellano, Esq.
Partner
James brings 20 years of experience in powers of attorney, guardianship proceedings, and elder law. He is known for his compassionate approach to sensitive family situations.
- • Rising Star — New York Super Lawyers (2012-2018)
- • Client Choice Award — Elder Law (2023)
Diana Rothwell, Esq.
Partner
Diana leads the business succession practice, helping family-owned enterprises across generations. She has structured transitions for companies with revenues up to $500M.
- • M&A Advisor — 40 Under 40 (2018)
- • Best Lawyers — Corporate Law (2020-2026)
Robert Langdon, Esq.
Associate
Robert focuses on beneficiary designations, retirement account planning, and digital estate planning. He brings a modern perspective to traditional estate planning practice.
- • New York State Bar Association — Young Lawyer Award (2024)
Our Pro-Bono Commitment
We dedicate 10% of our billable hours to pro-bono estate planning for veterans, single parents, and families facing terminal diagnosis. Since 2005, we have provided free legal services to over 800 families.