Our Process

The process of enrollment begins by clicking the “Get Your Personalized Quote” button. From there, you will be guided through a series of basic questions. These questions will help us to better understand your situation and needs. Once you have completed your initial application, you will select your method of payment and complete your transaction.

Get Your Personalized Quote

The Process

The process of enrollment begins by clicking the “Get Your Personalized Quote” button. From there, you will be guided through a series of basic questions. These questions will help us to better understand your situation and needs. Once you have completed your initial application, you will select your method of payment and complete your transaction.

Get Your Personalized Quote

Member Services Coordinator

Once your application and payment have been submitted, you will receive a call from a Member Services Coordinator within 24 to 48 business hours. This person will oversee your application throughout the entire planning process. As phase two of the application process begins, your Member Services Coordinator will need to gather some additional information about you and what makes up your estate. They will also provide you with additional information about the overall process and answer any questions you may have. At any time thereafter, if you have questions about your application, your Member Services Coordinator is there to assist you.

Attorney Assignment

Once your application is complete and you have spoken with your Member Services Coordinator, your information will be forwarded to an attorney within the Legacy Assurance Plan Network. This attorney will then reach out to you regarding a time to schedule your consultation. After completion of your consultation, your attorney will send you an engagement letter. The engagement letter is a critical component of the overall process and requires your prompt attention to review, sign and return it. If left unattended, the engagement letter can delay completion of your estate plan. Therefore, it is important to follow through with completing and returning the engagement letter in a timely manner.

Drafting Your Plan

Once the engagement letter has been received, your attorney will immediately begin working on drafting your estate planning documents. Because each estate plan is individually tailored to your needs, goals and objectives, this phase of the process can take upwards of 3 or 4 weeks to complete. During that time, should you or your attorney have additional questions or concerns, it may be necessary to have a subsequent conversation.

Plan Delivery

Upon completion of your estate planning documents, a scheduler will contact you to coordinate a time and location to deliver and execute your estate planning documents. Although the location of your estate plan delivery can vary, it usually takes place in the convenience and privacy of your own home. The scheduler will work with you to coordinate any witnesses or Notary Public which might be required during the delivery and execution process.

Post-Delivery

Once your estate planning documents have been delivered and executed, you will be given a to-do list which includes certain “action items” requiring attention. Action items are things that require follow through on your part, such as recording a property deed or changing a beneficiary. Action items require you, as owner of the asset, to personally handle the transaction. While the total number of action items required will vary based on your individual circumstances, most estates require 6 items or less.

Post-Delivery Review

Approximately two weeks following the delivery and execution of your estate plan, the Representative assigned to your delivery will follow up with you regarding a post-delivery review. The purpose of this visit will be to review any outstanding action items as well as answer any final questions you may have about the overall process.

Periodic Reviews

As part of our Lifetime Membership Services, we will reach out to you every 12 to 24 months to conduct a periodic review. The purpose of the periodic review is to ensure that your estate plan still meets your needs and goals. As time progresses, circumstances may necessitate changes to your plan. The periodic review is a great way to ensure that your plan remains current over time and eventually delivers your intended result.


Member Services

If, at any time, you have questions regarding your estate plan, our Member Services Team is there to help. Simply reach out to us by phone or online for assistance.

Benefits and Services

LIFETIME BENEFITS

  • Consultation With a Qualified Estate Planning Attorney
  • Estate Planning Documents
  • Delivery, Funding and Beneficiary
  • Ongoing Lifetime Services
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OPTIONAL BENEFITS

  • Business Planning and Formation
  • Assured Care
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