Estate planning has never been easier. Your Member Services Coordinator will assist you with information gathering, attorney selection, plan drafting and delivery. Then, our periodic reviews will keep your comprehensive estate plan up-to-date as life's circumstances change.
Your consultation with a qualified estate planning attorney is just one of the membership benefits and services we provide. We also help you with funding, beneficiary reviews, financial concerns, replacement documents and estate settlement to meet your family's unique needs.
Legacy Plan Members have exclusive access to several products beyond estate planning services, such as business planning and formation, ongoing plan maintenance and special use documents. This allows you to craft a comprehensive plan to meet your family's objectives.
At Legacy Assurance Plan, we have helped literally thousands of families, just like yours, find the peace of mind they need by making the process of estate planning both simple and affordable.
Through our exclusive membership-based approach, we provide a team of like-minded, vetted professionals to help you create a plan that's right for you and your family. We also provide access to a range of legal documents and related financial services, along with ongoing maintenance, to ensure that your plan remains current and ultimately delivers the outcome you want.
Traditional estate planning tends to focus solely on the legal aspects of estate planning, providing you with legal documents alone. At Legacy Assurance Plan, we take a more holistic approach by considering the legal, financial, tax and other risk-related aspects of estate planning and integrating them into a single, yet comprehensive estate plan that puts you in control.
We believe that regardless the size of your estate, you and your family deserve quality, comprehensive, estate planning services that focus on more than just “having a will.”
Let us help you find the peace of mind you are looking for by joining our growing family of members today!
Join the thousands of Legacy Plan Members who have protected their families' future.
Actual letter from a Legacy Plan Member
Legacy Assurance really helped us a lot in taking care of all the necessary documentation needed for our estate planning. They provided the legal assistance we needed and followed up with a binder that contains all of our estate documents in one place. Best of all, they provided these services for a reasonable price. We couldn't be happier with our relationship.
If it wasn't for my parents working with Legacy to have their final wishes drawn out I would have been totally lost. Kim V was patient and kind to my situation. She was able to get me going in the right direction. Compassionate about my concerns and willingness to answer my questions, gave me some peace of mind. I can't thank them enough. I am definitely going to meet them to figure ours out.