About Legacy Assurance Plan?

Legacy Assurance Plan is a privately held, Members-only estate planning services provider. Our goal is to educate our Members on a variety of estate planning issues. We also provide access to a variety of resources to help our members achieve their estate planning objectives. Whether your goal is as simple as protecting your family and loved ones from the costs, delays and hassles of probate or as complex as providing for a disabled child when you no longer can, Legacy Assurance Plan can help you find the information and resources you need.

Legacy Assurance Plan and its affiliates have a more than 35-year history in the estate and financial services business. Legacy Assurance Plan was branded as the first members-only estate planning organization of its kind in 2006. Over our history, we have facilitated more than 40,000 estate plans and grown to offer our services in 18 states throughout the Midwest and South.

As illustrated by our A+ Rating with the Better Business Bureau, we care about our Members and their families. Many of our members have been willing to share their experience in working with Legacy Assurance Plan by reviewing us on Social Media and other websites like Facebook and Google. If you or a member of your family are considering becoming a Legacy Member, we encourage you to review their comments.

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Photo shows book cover of Planning with a Revocable Living Trust, which can be downloaded for free
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