Ally Legacy

Greetings! I am Liz Paulus, CTFA, CFP®, the visionary founder behind Ally Legacy. Since 2000, I have dedicated my career to elevating trust and estate administration by ensuring clients are treated with dignity, respect and kindness. With specialized expertise, I’ve guided thousands of families and their advisors across the U.S. to align their estate and gift planning goals with their ultimate wishes, ensuring a seamless transfer of wealth for future generations. I’ve settled 100s of complex estates in CA and NV, holding all asset classes for beneficiaries with full transparency from start to finish. With a commitment to continuous professional development and adherence to ethical standards, I bring unparalleled integrity and dedication to every client interaction.

On a personal note, I'm a proud mom of one son and two fur-babies. I was born and raised in the San Francisco bay area and moved to Las Vegas during the pandemic. I love its beautiful mountains and world class entertainment.

Professional Qualifications:

· Certified Trust and Fiduciary Advisor (CTFA): awarded by the American Bankers Association, demonstrating Fiduciary expertise in trust and estate management. Requires 45 continuing education hours every 3 years.

· Certified Financial Planner® (CFP): accredited by the CFP Board and upheld by a strict Code of Ethics and standards of conduct, requiring to act as a Fiduciary. Skilled in comprehensive financial planning including estate planning, taxes, retirement planning, insurance, and investment management. Requires 30 continuing education hours every 2 years.

· Series 7 (FINRA) and Series 66 (SEC): Federal/State licensing as a general securities representative (active under FINRA's MQP program)

Career Highlights:

· Diligently provided fiduciary consultations to clients among 1600 Financial Advisors in 8 states while employed as Regional Trust Specialist, Morgan Stanley. (CA, NV, OR, WA, AK, MT, ID, HI)

· During the pandemic, I spearheaded a 3x increase in trust and estate consultations, providing invaluable support during uncertain times.

· As a Senior Fiduciary Specialist at Wells Fargo Bank, I led specialized teams in managing 30–40 new estate settlements annually, prioritizing beneficiary communications, asset preservation and minimizing delays.

· Directed 1000s of wealth management and trust accounts, ensuring optimal performance and client satisfaction.

· Experienced in all types of trust and estate matters: revocable, irrevocable, grantor, non-grantor, dynasty, asset protection, directed admin, investment/distribution advisor, dynasty, GST ex/non-exempt, charitable, special needs, trust protector, guardian of estate, estate executor/administrator, pets, illiquid assets.

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