Lifetime Benefits and Services

Periodic Reviews

Estate Planning is not a one-time event, it’s a commitment, not only in the sense of bequeathing your estate to family or loved ones, but also in the sense of ensuring that your plan stays current. Life is dynamic, always evolving and changing as time moves forward.
That’s why your estate plan should be dynamic too- with lifetime benefits. As we age, our health can change, so can our financial status, or even our family or marital status. All too often, our best-laid plans fail because they were overlooked or neglected over time. Therefore, it’s important to ensure that your plan is reviewed regularly and updated as appropriate.

At the Legacy Assurance Plan, we fully understand the need to keep your plan current and assist you with the process. We not only conduct periodic financial reviews, but we do so proactively, meaning we contact you, when the time comes. Every twelve to eighteen months, we will contact you to schedule your review. During this review, we discuss any changes in your health, financial or family status and help to facilitate any necessary changes to your estate plan. This ensures that your plan and your wishes remain current with certain life events and that ultimately; your plan meets your goals and objectives as intended.

Death of a Spouse

Second only to the death of a child, the loss a spouse can have an emotionally devastating impact on the surviving spouse. At such a difficult time in one’s life, it’s comforting to know that you have someone to turn to who knows your intentions and can help facilitate the process of certain legal and/or financial matters you may need.

As part of our comprehensive service plan and lifetime benefits, the initial consultation with a financial professional is available to your surviving spouse without additional cost. This gives your spouse a clear plan of action with someone to turn to for assistance in the case of a loss.

At the death of a spouse, both estate and financial plans should be reviewed. Often, each of these plans requires modification or change, and frequently, at the very least, the production of certain affidavits will be necessary for use by the surviving spouse. Following one of the most emotional experiences life has to offer, there is comfort in knowing that your surviving spouse has someone to turn to whom they can trust and rely on for guidance.

Settlement Guidance

For most children, the loss of a parent can be a difficult time in their life, but that is especially true when it comes to the loss of the second or surviving parent. This time in one’s life can often precipitate feelings of loneliness, regret and a host of other emotions. The children will also feel burdened by the need to resolve their parent’s affairs properly.

In part, the creation and implementation of a well-maintained estate plan with lifetime benefits can ease that burden by our acknowledging our acceptance of things to come and by providing clear evidence of our intentions to those we leave behind. In the end, the process of estate planning is most often about those we love and care for, and not about us.

As a member of the Legacy Assurance Plan, you can take satisfaction in knowing that your successors will receive the necessary guidance to help them navigate through the sometimes-complex process of estate settlement. Not only is an initial consultation with a financial professional available to them, but also the facilitation of certain legal documents or affidavits, which may be needed. Most importantly, they will receive information on how to begin the process and support from a knowledgeable professional throughout the process.

Become a member of Legacy Assurance Plan and take advantage of our lifetime benefits.

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 PullaraOregon, Wisconsin
Tango Bango
Tango Bango
16:16 26 Aug 17
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!
Robin Luca
Robin Luca
01:24 29 Aug 17
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.
Jerry Sturtz
Jerry Sturtz
14:50 28 Aug 17
Jane Stein
Jane Stein
18:12 28 Aug 17
Robert Julius
Robert Julius
15:43 28 Aug 17
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!
Patricia De Groot
Patricia De Groot
21:57 29 Aug 17
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.
Faithe Daoust
Faithe Daoust
22:22 29 Aug 17
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.
Lanny Landtroop
Lanny Landtroop
14:51 02 Sep 17
Worked with staff who wanted to be sure all avenues of process were fully clear and understood. Always extremely helpful and eager to explain. Personable and dedicated and efficient.
Judy Hoff
Judy Hoff
15:51 21 Sep 17
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.
mike farish
mike farish
03:03 23 Sep 17
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.
Ralph Gebhard
Ralph Gebhard
14:19 23 Oct 17
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.
Mike Teague
Mike Teague
21:57 23 Oct 17
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.
Kenneth L.
Kenneth L.
16:31 24 Oct 17
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