Who We Are
Legacy Assurance Plan: Your Estate Planning Partner
Legacy Assurance Plan is an exclusive, member-based estate planning services company dedicated to providing comprehensive and holistic estate planning solutions. We are committed to ensuring that every family, regardless of their wealth, has access to quality estate planning that protects their assets and secures their legacy.
Our Vision
We envision a future where every family has peace of mind knowing their legacy is secure and their wishes are honored. We aim to be the leading provider of estate planning services, recognized for our dedication to excellence, integrity and innovation.
Our History and Mission
Founded on the principles of accessibility and comprehensive planning, Legacy Assurance Plan has been a trusted partner for tens of thousands of families. We believe that estate planning should be more than just drafting legal documents; it should be a continuous process that adapts to life's changes and challenges. Our mission is to make estate planning an accessible, ongoing journey for everyone.
Our Unique Approach
At Legacy Assurance Plan, we take a holistic approach to estate planning. This means integrating legal, financial, tax, business and risk management strategies into a single, cohesive plan. Our membership-based model ensures that our members receive ongoing support and education, making estate planning a lifelong process rather than a one-time event. Members benefit from regular plan reviews, updates and access to a wealth of resources.
Our Team of Professionals
Our network of carefully vetted professionals includes experienced estate planning attorneys, fiduciary-standard financial advisors and tax strategists. These professionals collaborate to provide our members with the best possible guidance and support. Each attorney in our network is selected for their expertise in estate planning and their commitment to our holistic approach.
Commitment to Excellence
At Legacy Assurance Plan, we believe that estate planning is a vital component of securing your family's future. Our commitment to excellence, integrity and personalized service ensures that your estate plan is comprehensive, adaptable and aligned with your unique needs and goals. Join our community to safeguard your legacy and provide peace of mind for generations to come. Let Legacy Assurance Plan be your trusted partner in creating a secure and prosperous future for your loved ones.
Community-Based Consultants
Based in University Park, Florida, with community-based consultants across our 24 operating states, Legacy Assurance Plan brings personalized estate planning services directly to you. Our consultants understand the unique needs of your community and are dedicated to providing tailored solutions that reflect local nuances and individual preferences. For your convenience, we also offer virtual consultations, allowing you to receive expert guidance from the comfort of your home.
Ongoing Support and Education
We understand that estate planning needs to evolve as your life changes. That's why we offer continuous support through periodic reviews and updates to your plan. Our educational resources empower you to make informed decisions about your estate, ensuring that your plan remains effective and aligned with your goals.
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