Summary: There are many ways that you, as someone creating an estate plan, can try to discourage your beneficiaries from challenging your plan in court. In some cases, one option may be a “no contest clause.” These clauses may be useful in some places and...
Summary: When you decide to take the step of getting your estate planning affairs in order, there are many decisions you’ll have to make. In a truly comprehensive estate plan, there’s more to your plan that just your will or living trust, which means there are more...
Summary: Estate planning is very important if you’re a parent of minor children. It is still extremely vital even after all your children pass their 18th birthdays, especially if you have a child or children with special needs. With careful and detailed planning, you...
Summary: Many people, when they think about planning their estates, think that means dividing their wealth among their loved ones and/or favorite charities. This is one of the most important things that your estate plan will do, but it doesn’t have to be the only...
Summary: When it comes to estate plan reviews, the list of events that may trigger the need for a review is potentially longer than you might think. Many things, including births, deaths, marriages and divorces may indicate that a review is in order. When you review...
Summary: Sometimes, people don’t always grasp the deep significance of certain decisions. Engaging in do-it-yourself estate planning can be one of those things. You may not necessarily realize it but, by creating an estate plan on your own, you are essentially doing...
From the first person we talked to until our papers were dropped off, we have been very pleased with the knowledge and service of the Legacy personnel has shown us. We were in need of having all of our will and personal assets in order and this was ideal. Our friends Jeff and Tish Glew gave us your name and we jumped on the opportunity to have Legacy complete all of our personal information. Thank you for your excellent service.read more
We are extremely satisfied with the service of the Legacy Group. The entire program has gone FAR beyond our expectations. Any time we have a question. we just pick up the phone and call and they always make us feel like family. I am so glad that we decided to go with Legacy Assurance in setting up our Trust. I don't think there is anyone else in the business that could provide better service and have a more qualified Staff to rely on.read more
I was somewhat apprehensive in setting up trust, venturing into the unknown so to speak but the Legacy team explained each step and the result was excellent. All questions were answered in a straightforward manner that reassured me that competent people were taking care of the whole process.read more
Legacy Assurance was excellent to work with. From the initial contact to the follow-up visits, everything went smoothly and easily. They kept me updated on every visit and worked with my schedule. The follow-up visits helped me follow thru on all the forms to be completed. The price was very cost efficient as well.read more
The process of establishing our revised Estate Plan has been very smooth and professional. We met with our assigned attorney in person and he was extremely knowledgeable and helpful. He gave us a chance to review the documents before being submitted and the final result was a high quality product. The document-signing session with the Legacy representative also went very smoothly and he offered good advice on how we were to proceed to insure full implementation of the Trust. He is scheduled to return next week in a follow-up session to answer any residual questions. So far, the Legacy process exceeds my expectations.read more
We decided on the Legacy Estate planning after reviewing positive comments. We are retirement age with some health issues particularly with my husband. Most everything we own is in joint accounts but a few were in my husband's name only. We needed the assurance that if something happened to one of us that the surviving spouse would be able to carry on with all the financial decisions that would need to be made. This plan gave us great peace of mind knowing that we have everything in place in the event of our deaths so that our sons would know what our wishes and desires were. We did living wills as well as durable Power of attorney as well as durable power of health care. We feel confident that this plan meets our needs perfectly. All aspects of the estate planning was fully explained. It was also a nice bonus that a notary came to our home to
notarize the documents . It is affordable which made it easier for those of us on fixed income to purchase-- much less expensive than an attorney. We also have options to update a certain number of documents each year free of charge So glad that we found a company that we felt comfortable with. We highly recommend this company.read more
They are very fine to work with..The estate planner was the best. When you call the home office they answer right away and are friendly..Crystal was our contact and was very helpful..I like that an ongoing service is provided. Their service does not end with delivery of the estate plan. High recomendation for their service.read more
We have enjoyed our experience working with Legacy Assurance while we set up our trust. Everyone has been very professional and knowledgeable in every step of the process. Everything has transpired just as stated.read more
Our experience with Legacy Assurance was very positive. Everything was done in a timely and professional manner, the employees were all knowledgeable, courteous and kept appointments punctually. I certainly recommend them.read more
We were treated great with everyone we dealt with from Legacy. The only thing is when we finished, we realized we didn't have any money for us to secure. If you have money it is a very nice company to deal with.read more
When I first met with the representative of Legacy I was concerned that what I was told was too good to be true. It wasn't. Over time, the experience with Legacy, particularly the attorney I worked with, was beyond my expectations. Areas that I never thought about were covered as we planned for the future. I now have a sense that everything is in order for my family when I move into eternity. This brings me great peace. Thank you, Legacy!read more
We have had excellent customer service....even AFTER the fact. We have had to contact the attorney assigned to us without any problems and our representative has always been prompt in response. No pushy stuff...just concern about OUR situation. Highly recommend for your estate planning!read more
Every thing was handled very professionally. We are very pleased with the individuals we dealt with. Lesley was very informative and presented everything throughly in a very understanding method. He answered any questions we had throughly. We are vey happy with our decision to go with Legacy.read more
My wife Gail and I worked with Legacy Assurance to set up a Revocable Trust to avoid Probate of our Estate for our three children. We assumed it would be a lot of work and a bit of a hassle, but we were wrong! The people at Legacy made it a simple step-by-step process. We felt confident after our initial meeting with the Legacy Representative and all follow-up meetings were quick, simple and very convenient because "they came to our home." All conferences with the Legacy lawyer were conveniently conducted by phone or email. The price was a lot lower than we expected too.
We are very happy that we choose Legacy Assurance for our Revocable Trust, because now we can rest easy. We recommend Legacy Assurance if you are looking to set up a Trust for your estate because they are professionals and experts at what they do!
Anthony & Gail Pullara
Oregon, Wisconsinread more