Services
Important Document Organization & Management
Life can be unpredictable—but your important documents shouldn’t be. Our Document Management & Organization Services are here to help you take control of your personal and financial paperwork with confidence and clarity.
Whether you're simplifying your own records, managing documents for aging parents, or planning for the future, we help you create a customized, easy-to-follow system that ensures your most critical information is organized, accessible, and secure.
Daily Money Management & Financial Caregiving
Our Daily Money Management and Financial Caregiving services are designed to provide compassionate, trustworthy support for individuals who need help staying on top of their financial responsibilities. Whether you're a busy professional, an older adult, or a family caregiver managing someone else’s affairs, we offer practical, personalized solutions to simplify your financial life.
From organizing bills and tracking expenses to safeguarding against fraud and ensuring timely payments, we help you or your loved one stay financially secure and confidently in control. Think of us as a trusted partner—here to protect your financial well-being with integrity and care.
Online & Mobile Notary Services
We bring professional notary services directly to your doorstep. Whether you're at home, the office, a hospital, or another convenient location, our mobile notary public is here to ensure your important documents are legally notarized with ease and efficiency.
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We specialize in providing courteous, timely, and accurate notarization for a wide range of documents—including real estate forms, power of attorney, healthcare directives, affidavits, loan signings, and more.
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Genealogy & Other Research Services
Our genealogy services include family tree creation, census and vital records research, immigration and naturalization research, and more. We use the latest technology and research methods to provide you with the most accurate and comprehensive results.
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We offer additional research services for a variety of other reasons including probate, property, historical and repatriation.
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About Us
Preserving Legacies with Purpose—Past, Present, and Future
At Legacy Services of Virginia, we believe everyone has a legacy—and we’re here to help you preserve yours.
Whether you need support managing your finances today, preparing for tomorrow, or discovering the stories of your past, we offer the services, experience, and care to guide you every step of the way.
Financial Support for Everyday Life
With decades of experience in the accounting and financial services industry, we saw a growing need for personalized support with day-to-day money management. Many individuals—especially older adults, busy professionals, and caregivers—struggle to stay on top of bills, budgets, and paperwork. Whether due to time constraints, health challenges, or lack of financial experience, we provide compassionate, judgment-free services to help you keep your financial life organized and on track.
Organizing What Matters
We also understand that financial peace of mind starts with organization. That’s why we offer document management and organization services to help you sort through life’s important paperwork. From medical records and estate documents to insurance policies and financial statements, we’ll help you create a system that’s secure, simplified, and easy to maintain.
Honoring Your Heritage
Alongside financial services, we bring over 20 years of experience in genealogy and historical research. We know the power of uncovering where you come from—whether for personal understanding, medical reasons, adoption cases, military history, heir searches, or property research. We’re passionate about helping you connect the dots of your past and preserve the stories that shape your family’s future.
Trusted Notary Services—Wherever You Are
To round out our legacy-focused services, we also offer mobile and online notary services—making it easier than ever to complete important documents with convenience and security. Whether you need in-person notarization at your home or a virtual appointment from anywhere in the U.S., we’re here to ensure your documents are handled professionally and promptly.
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At Legacy Services of Virginia, we bring all of these services together in one trusted place—offering expert, personalized support for your past, present, and future.
Let us help you preserve what matters most—with clarity, dignity, and care.
Memberships & Certifications
Contact Us
Please use this handy contact form for the following:
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General Questions:
If you would like to learn more about our services and how we can assist with your unique needs.
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Request for Services:
If you would like to request a meeting to discuss a specific service, provide us with all required information and we will review and get back with you to set up a meeting.
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Reviews:
We love reviews from our clients. If you would like to leave us a review that we may use on our site and/or printed materials we'd love to hear from you!
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