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...
Summary: Experts broadly agree that almost everyone needs an estate plan. In addition to all of the legal documents and other paperwork needed to give life to the plan you’ve decided upon, there are other things that can help ensure that your planning is successful....
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