What We Offer
Comprehensive Estate Planning
for Lifelong Peace of Mind
Legacy Assurance Plan provides a comprehensive suite of estate planning services and benefits designed to give our members lifelong peace of mind. Our Legacy 360 membership includes access to:
Key Membership Benefits
Legal Services: At Legacy Assurance Plan, we believe that a solid estate plan starts with experienced legal guidance. Our members receive consultations with qualified estate planning attorneys who select and draft 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.
Estate Planning Coordination: Our estate planning coordination services are designed to help you protect your family’s interests. Members work with qualified estate planning professionals who offer guidance on retirement legacy planning, long-term care considerations and estate equalization solutions. Our goal is to ensure your estate planning resources are aligned with your legacy and family protection objectives.
Ongoing Reviews: Estate planning is not a one-time event but an ongoing journey. We provide periodic reviews with experienced professionals every 12–18 months, ensuring 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 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 help integrate your business interests seamlessly into your personal estate plans. Members also benefit from discounted business-related legal services, ensuring both your personal and business interests are protected and coordinated.
Special Circumstances: We understand that every family has unique needs. Our Special Use Document Program provides access to specialized legal documents such as Medicaid Asset Protection Trusts, irrevocable cabin trusts, IRA trusts and special needs 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.
Comprehensive Services
Our holistic approach ensures your estate plan addresses more than just inheritance distribution. We incorporate incapacity planning, tax considerations and risk management into a cohesive plan. By addressing all aspects of estate planning, we create solutions tailored to your specific needs and circumstances.
Legacy 360 Membership Model
The Legacy 360 membership model offers exclusive access to the resources needed to create and maintain a complete estate plan. This model provides a predictable fee structure, making comprehensive estate planning accessible and affordable for all our members.
Your Lifetime Partner in Estate Planning
At Legacy Assurance Plan, we believe estate planning is a lifelong journey. By becoming a member, you’re not just obtaining documents — you’re gaining a lifetime partner dedicated to protecting your family’s future and securing your legacy.
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