LIVE FOR TODAY,
PLAN FOR TOMORROW
Protect Your Legacy Now
Your peace of mind is our highest priority
The five lenses of our holistic approach focus on comprehensive, lifelong services that simplify estate planning for you and your family.
Legacy Assurance Plan advocates a comprehensive approach to estate planning that extends beyond traditional legal-only perspectives. While essential tools like wills, trusts, and powers of attorney create a strong foundation, effective estate planning also accounts for tax implications, long-term protection strategies, and business continuity when needed.
By collaborating with a team of like-minded professionals, we help ensure your estate plan integrates these key considerations, including business succession where applicable. This holistic approach creates a thorough and effective plan tailored to your unique needs.
Our comprehensive approach emphasizes the coordination of your estate planning documents with the legal structures needed to support smooth asset transfer. This includes aligning beneficiary designations, transfer-on-death provisions, and proper titling of assets to ensure your plan functions as intended.
We help you review these important details to confirm that your estate plan accurately reflects your goals. This coordination guarantees consistent asset distribution across all aspects of your estate, fulfilling your intended legacy.
Legacy Assurance Plan prioritizes careful consideration of tax implications throughout the estate planning process to enable cost-efficient asset distribution. Our focus includes strategies to reduce estate tax for larger estates and minimize the impact of taxes on inherited assets.
We give special attention to timing and structuring issues that may affect asset transfers, always emphasizing methods that seek to maximize the value passed on to beneficiaries. Our approach to tax matters is a core part of creating a legacy plan that is both effective and efficient for you and your heirs.
To safeguard your legacy, we assess and address potential risks that could affect your estate over time. From market fluctuations and legal vulnerabilities to health-related costs, we incorporate legal strategies that provide layered protection for your plan.
Our approach may include reviewing your estate structure for risk exposure, evaluating long-term care considerations, and exploring legal options to help preserve assets. We coordinate with appropriate professionals to ensure your plan supports you and your family’s long-term security, despite potential health-related challenges.
Legacy Plan addresses the critical intersection of business and estate planning, integrating your business interests into your overall estate strategy. We focus on entity formation, succession planning and ensuring business continuity in case of incapacity or death. Emphasizing the importance of designating authorized individuals to act on behalf of your business helps avoid disruptions from guardianship or probate processes.
Additionally, we explore strategies for management succession and non-probate ownership transition. When appropriate, we coordinate with your legal or business advisors to consider options that can support smooth transitions and appropriate asset distribution among your family.
Who we are
Legacy Assurance Plan is an exclusive, member-based estate planning services company dedicated to providing comprehensive and holistic solutions to protect assets and secure legacies for families of all wealth levels.
About UsWhat we Offer
Legacy Assurance Plan offers a comprehensive suite of estate planning services through its Legacy 360 membership, including legal services, ongoing support, business planning and estate settlement guidance, designed to provide lifelong peace of mind.
Our ServicesWhy Choose Legacy
Legacy Assurance Plan offers a holistic, personalized approach to estate planning with ongoing support and a comprehensive range of services.
Get StartedOn your side, for a lifetime and more
At Legacy Assurance Plan, we're more than a service provider. We are your lifetime partner in protecting what matters most. Our commitment doesn't end with document preparation — we stand ready to guide and support your loved ones when they need us most. Together, we'll create and maintain a comprehensive strategy that anticipates challenges, shields your assets from unexpected taxes or other challenges, and ensures your exact wishes are honored. This ongoing partnership provides peace of mind at a fraction of traditional legal costs, while helping preserve the financial future you've worked so hard to build.
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Learn More About Estate Planning
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The importance of
estate planning
Estate planning is crucial for protecting your assets and ensuring your loved ones are taken care of. Download our free booklet on the importance of estate planning and get started today.
Free download now
Estate planning with a
last will and testament
A last will and testament is essential in estate planning. Learn how this legal document addresses your final wishes and asset distribution, nominates guardians for minor children and works with other estate planning tools.
Free download now
The 4 common estate
planning choices
This guide breaks down wills, trusts, joint ownership and beneficiary designations, helping you make informed decisions about which strategies best suit your unique situation and goals.
Free download now10s OF 1000s
FAMILIES SERVED
$1 BILLION
ASSETS PROTECTED
24
OPERATING STATES
10+ YEARS
IN BUSINESS