What We Offer

Key Membership Benefits

Legal Services: At Legacy Assurance Plan, we believe that a solid estate plan starts with expert legal guidance. Our members receive consultations with qualified estate planning attorneys who assist in drafting essential documents such as wills, trusts, powers of attorney and advance directives. Additionally, we facilitate the preparation of real property deeds, ensuring that every legal aspect of your estate is meticulously managed.

Financial Planning: Our available financial planning services are designed to secure your financial future. Members consult with fiduciary-standard financial professionals who offer retirement income strategies, long-term care planning and estate equalization solutions. Our goal is to ensure that your financial resources are optimized and aligned with your estate planning goals.

Ongoing Support: Estate planning is not a one-time event but an ongoing journey. We provide periodic reviews with financial professionals every 12-18 months, ensuring that your estate plan evolves with your life changes. Our team assists with estate plan funding, beneficiary designation reviews and provides access to the Assured Care Program for necessary document updates, ensuring that your plan remains effective and current.

Business Planning: For business owners, our Legacy Business Plan® offers invaluable support. We assist in the formation of LLCs or corporations and integrate your business interests seamlessly into your personal estate plans. Members also benefit from discounted business-related legal services, ensuring that both your personal and business assets are protected and aligned.

Special Circumstances: We understand that every family has unique needs. Our Special Use Document Program provides access to specialized legal documents such as irrevocable trusts, IRA trusts and supplemental benefits trusts, tailored to address specific family circumstances and ensure comprehensive protection.

Estate Settlement Guidance: Planning for end-of-life is a sensitive but crucial part of estate planning. Our services include consultations with surviving spouses, estate settlement assistance for beneficiaries and comprehensive guidance on the estate settlement process, providing peace of mind during difficult times.