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The nation's only member-based estate planning organization.
We make planning quick and easy!

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What is the Legacy Assurance Plan difference?

This is NOT a Do-it-Yourself Program. We Provide:

  • One-on-one consultation to help you understand your planning options
  • Gather and organize all information required for enrollment
  • Engagement and consultation with a qualified estate planning attorney
  • Plan documents are customized to individual needs

Members Receive a Comprehensive Estate Plan

Including access to the following:

  • Living trust
  • Pour-over will(s)
  • Power of attorney for healthcare
  • Power of attorney for finances
  • Living will/advance directives
  • Miscellaneous documents necessary to meet your planning objectives

*Specific documents received may vary based on individual needs and consultation with attorney

Your Estate Plan Will be Hand-Delivered and Include:

  • Facilitation of a licensed notary
  • Document delivery and execution
  • Funding guidance for plans including a revocable living trust

Lifetime Benefits also Include:

  • No out-of-pocket expense for document changes or modifications in the first year
  • Beneficiary review and designation assistance
  • Plan review and update at death of a spouse, if applicable
  • Initial consultation with family or successor(s) at death of Plan Member

What our Members are saying...

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