Legacy Assurance Plan's unique process provides you with the services that you require to achieve a comprehensive estate plan.
Our professional team will prepare you for your consultation with a qualified estate planning attorney. After your Legacy Plan Network Attorney drafts the documents you need, we'll physically deliver your plan and assist with the execution of documents, beneficiary designations and other formalities.
Our process includes a lifetime of periodic reviews so your plan keeps up with life's events and fulfills your needs and those of your family. The final step of the process is assisting your family with estate settlement.
Our planning process begins with an educational session to provide information on your planning options and Legacy Assurance Plan's products. Once you enroll, the process includes many additional steps, including:
- Welcome call with Member Relations Coordinator
- Onboarding call
- Consultation with Network Attorney
- Engagement letter and plan summary receipt and return
- Plan drafting
- Plan delivery
- Post-delivery funding and beneficiary review
- Periodic reviews
At Legacy Assurance Plan, our goal is to assist and guide you with the creation and maintenance of a comprehensive estate plan that addresses your life, health and financial needs utilizing a team of professionals from a variety of different disciplines. We offer a range of products so you can find a solution that best fits your goals.