LEGACY ASSURANCE PLAN
MEMBERSHIP PRICING
Comprehensive Estate Planning with Attorney Support and In-Home Delivery
Get started by selecting the plan that best describes your relationship and family status.
Get Started Now for Just $295
Individual Plan
For unmarried persons
One-Time Enrollment Fee of
- Consultation with attorney
- Trust, will, POA for health & more
- In-home delivery & notarization
- Periodic Reviews + ongoing support
- Settlement assistance
Joint Plan
For married couples and parters with joint assets
One-Time Enrollment Fee of
- Consultation with attorney
- Trust, will, POA for health & more
- In-home delivery & notarization
- Periodic Reviews + ongoing support
- Settlement assistance
Get started today for just $295
Joint Plus Plan
For married couples and partners with separate assets
One-Time Enrollment Fee of
- Consultation with attorney
- 2 Individual trusts, will, POA for health & more
- In-home delivery & notarization
- Periodic Reviews + ongoing support
- Settlement assistance
Get started today for just $295
Legacy Assurance Plan's Risk-Free Guarantee
Unconditional Guarantee
We are so confident that no other individual, organization, company or plan can provide the level of services and benefits we provide our members, we will make you this guarantee.
If you find a competitor who will match our services and benefits, item for item, for a lower cost and is willing to put it in writing like we do, then we will give you $250.00, plus refund the cost difference between the two.
This guarantee takes all the risk out of making the right decision for you and your family.
Available Add-Ons To Address Special Circumstances
Additional services are available to further tailor your plan to your unique circumstances. During your onboarding call with your Member Relationships Coordinator, you can select from a range of special use documents and other optional services designed to address specific estate planning needs. These add on services are chosen after you select your base plan and may involve additional fees, depending on the options you select.
- Additional trusts & other specialized legal documents designed to address special circumstances
- Estate planning documents for family members who might be living with you
- Business formation and integration, including continuation planning
- Assured Care – A subscription-based maintenance program designed to protect you from future out-of-pocket expenses associated with maintaining your plan over time
Why Legacy Assurance Plan?
Attorney Guidance
Personalized consultation with a qualified estate planning attorney.
Custom Plans
Receive personalized estate planning advice and documents based on your unique circumstances.
In-Home Delivery and Notarization
We provide estate plan delivery and notarization in the comfort of your home.
Partnering with Legacy Assurance Plan
When you become a Legacy Assurance Plan member, you don’t just get legal documents—you receive a comprehensive estate plan, drafted by an experienced estate planning attorney and supported by an array of ongoing member services and benefits, all backed by our unmatched price guarantee.
Professional membership coordination
Oversees planning process, provides educational materials, gathers critical information, and offers you a dedicated member relations coordinator.
Experienced estate planning attorney
Access to vetted, liability-insured attorneys from Legacy Assurance Plan's network, offering discounted services.
Comprehensive estate planning assessment
Clarifies your goals, family dynamics, and any special situations — such as blended families, special needs or charitable wishes.
Complete set of estate plan documents
Includes wills, trusts, powers of attorney, advance directives, deeds, and related documents for a comprehensive estate plan.
In-home document delivery and notarization
Convenient in-home delivery and notarization of all estate planning documents.
Estate plan funding assistance
Guidance on asset retitling, funding non-titled assets, deed recording, and business integration.
Beneficiary designation and plan coordination review
Ensures financial asset beneficiaries align with estate plan for desired outcomes.
Financial planning services
Gain access to a fiduciary-level financial advisor who can answer questions related to retirement accounts, insurance and tax issues.
Consultation with fiduciary level financial professional
Addresses potential financial risks beyond legal document coverage. For example, the financial impact from unexpected nursing home stay
Periodic plan reviews
Keeps estate plan current through regular updates reflecting life events and changes.
Surviving spouse consultation
Provides plan review, updates, and consultation for surviving spouses/partners.
Estate settlement assistance
Guides executors/successor trustees in estate/trust settlement and distribution.
Loyalty Rewards Program
Earn up to $200 for each referral, plus referred friends receive a $100 discount on enrollment.
Price Guarantee
Enroll with confidence, knowing you'll never overpay for documents or services.
Benefits requiring additional fees
Additional legal documents
Provides specialized trusts and other documents for unique circumstances.
Estate planning documents for household members
Extends planning services to additional family members within the household.
Business formation and continuation planning
Covers entity formation, rehabilitation, estate plan integration, and discounted business legal services.
Assured Care Program
Maintains and replaces documents, including those lost to natural disasters at limited or no cost.
How It Works
Connect
Enroll now and get started, or set up a free consultation with a membership consultant to answer your questions.
Customize
Work with an experienced attorney to create a unique estate plan designed specifically for you and your family.
Deliver
Receive delivery of your estate plan in the comfort of your home by an experienced notary to ensure proper execution.
Support
Enjoy peace of mind knowing your plan stays up to date with ongoing reviews, help with any changes, and guidance for your successors when the time comes.
What Our Members Say
⭐ Over 98% of our Member's reviews recommend Legacy Assurance Plan to family and friends
See why thousands choose Legacy Assurance Plan for their estate planning needs
The Legacy people from start to finish have been exceptional! We began our trust journey early August and had our plan delivered on September 9. Mr. Brandt was knowledgeable and caring to help us through the initial part of the process. He checked on us a couple of times after first meeting with us. We were contacted by other reps to keep us informed as well as schedule attorney and final signing meetings. Our final meeting when we signed our trust documents was pleasant, and we received ALL of the information we needed to for filing papers, changing beneficiaries where applicable, etc. We are very pleased with Legacy's process and care for our trust needs. And, we will continue to have their support if or when we may have changes to make.
Making long term plans such as these can be very overwhelming, but Legacy has been incredible! From day one they have kept in touch to make sure everything was going ok and to make sure we didn't have any questions. Our meetings have been informative and very professional. We are so very thankful for their support and guidance and have such a sense of comfort and peace knowing that our assets are now protected and our family will be guided through the final process of our deaths and finances. Highly, HIGHLY recommend Legacy Assurance.
I'm so glad I contacted Legacy assurance. It was the best decision I could've ever made. They have made the process of protecting our Estate, extremely simple and very thorough. To have a whole team of people helping us along the way is an extra layer of assurance. Again, I say, I couldn't have made a better decision. I feel very organized!
We have been treated with such respect and kindness by Legacy Assurance Plan company. We are pleasantly surprised at how thorough and detailed their Legacy Assurance Revocable Trust is. Every time I have a question, it gets answered. We are very thankful for the professionalism and courteous explanations. Alan Murray, Michael Cooper, Cathy Bassano, Becky Winsor and all others that have helped us are so very valuable to this company. Mr. Cooper knows exactly how to help. The attorney, Kimberly Norton, was thorough and very helpful with legal questions. It's all about peace of mind. Thank you all and God bless!
Frequently Asked Questions
Q: What happens after I complete enrollment? ▼
We want to ensure you have a clear understanding of what to expect during the enrollment process. This comprehensive overview outlines the steps involved, from your initial application to the final delivery of your personalized estate plan. Each step is designed to provide you with the support and information necessary to navigate this process smoothly. Below, you'll find detailed descriptions of each phase, including timelines and key actions required on your part.
Welcome Call
Within 24 to 48 business hours after you complete your online enrollment, expect a warm welcome from your dedicated Member Relations Coordinator. This initial call serves to:
- Introduce you to your personal case manager
- Provide you with their direct contact information
- Outline the next steps in the process
- Address any immediate questions you may have
Onboarding Call
Within 10 to 14 days of your application submission, your Member Relations Coordinator will reach out again. This comprehensive call aims to:
- Review your application in detail
- Gather any additional information required for your estate plan
- Provide you with the contact details of your assigned Network Attorney
This call is crucial for ensuring we have all the necessary information to move forward effectively.
To prepare for this call, please set aside approximately 30 to 45 minutes. As part of this process, you'll be asked to provide detailed information about your successors and beneficiaries, including names, addresses, and phone numbers, along with any special instructions you may have related to special circumstances or bequests. You will also be asked to provide information about real estate you own or business interests you may have. Rest assured that this information will be securely gathered and handled throughout the process.
Attorney Consultation
Shortly after your onboarding call, a Network Attorney will contact you to schedule a consultation. This vital meeting will:
- Take place via phone or virtual meeting (e.g., Zoom)
- Allow the attorney to review your application and onboarding information thoroughly
- Discuss your specific estate planning goals
- Recommend appropriate documents for your estate plan
- Answer any questions you have about the process
To prepare, review the How to Prepare for Your Attorney Consultation booklet, which will be provided by your Member Services Coordinator.
Engagement Letter
Following your consultation, your attorney will send an engagement letter. This document:
- Confirms your engagement of the attorney to prepare your estate plan
- May include a summary of your estate plan details
- Requires your prompt review, signature, and return
Quick action on your part at this stage helps avoid delays in the drafting process.
Plan Drafting
Once your attorney has received all necessary information and your signed engagement letter, they will begin drafting your estate plan. This process typically takes about 30 days.
Plan Delivery
The final step is the delivery of your completed estate plan:
- A delivery representative (usually a licensed notary) will be assigned
- A scheduler will contact you to arrange a convenient delivery time
- Two disinterested adult witnesses must be present for the delivery
Important Notes
- The average completion time for the entire process is six to eight weeks, though individual circumstances may affect this timeline.
- Prompt communication and document return are essential to avoid delays.
- Your Member Relations Coordinator is always available to address questions or concerns throughout the process.
For assistance, contact us at 844.306.5272 or email info@legacyassuranceplan.com
Q: Why become an LAP member? ▼
Becoming a member of the Legacy Assurance Plan (LAP) offers several significant benefits. Members receive comprehensive estate planning services that go beyond just preparing legal documents. The plan integrates legal, financial, tax, and risk-related aspects of estate planning into a single, cohesive strategy. This holistic approach ensures that members' plans are tailored to their lifetime needs and goals for their families, providing peace of mind that their affairs are in order and their families are protected in the event of incapacity or death.
Q: What are the payment options? ▼
Currently, we accept a deposit only by credit card only. Several other payment options will be made available during your in-home or online consultation.
Q: Do I need to pay right away? ▼
Upon online enrollment, a $295 deposit will be due. After your in-home or online consultation (at your preference), several different payment options are made available. Your enrollment advisor will explain the process.
Q: Can I change the plan? ▼
Yes, the Legacy Assurance Plan is designed to be flexible and adaptable to changing circumstances. Members benefit from periodic plan reviews and updates to ensure that their estate plans remain current with any changes in their lives or in the law. This ongoing maintenance ensures that the estate plan continues to meet the members' objectives and evolving circumstances.