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Legacy Assurance Plan

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About

Legacy Assurance Plan offers a comprehensive approach to estate planning. Others offer paperwork whereas we offer a relationship to educate, facilitate as well as maintain your plan. We educate and facilitate the process of setting up Revocable Living Trusts.

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Reviews (111)

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5/5

111 customer reviews

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24 February 2024

I can't explain the feeling of relief after the first initial consult. Everything is explained and instructions given. I know that my loved one left in charge will have no problem taking care of business after I am gone. That means the world to me! Thank you Legacy Assurance. More...

Reviewed on Facebook

1 September 2023

I highly recommend the Legacy Assurance Plan for people with estate planning. Jon is very patient and is willing to answer any questions and help in anyway possible. I think this is a very reliable company. Adina Miller More...

Reviewed on Facebook

13 June 2023

it was very easy with the help of all from the initial contact an he was very helpful in the ease of getting setup,an to proceed with question oif i had any

Reviewed on Facebook

22 May 2023

Got all our properties in a trust to help avoid probate for our beneficiaries. Racheal Simmons and Gene Craig did a great job of presenting and executing these plans

Reviewed on Facebook

18 May 2023

Legacy staff was very informative, taking care of all our concerns . We are very satisfied and we are comfortable with our decision in using legacy.

Reviewed on Facebook

22 April 2023

I'm very satisfied with the connection with Legacy Assurance Plan. The staff is very informative, patient with me asking question which I didn't understand and very polite & courtesy.

Reviewed on Facebook

19 April 2023

If you are in need of a Family Trust, I recommend Legacy. They will do all the related paperwork thru their Attorney and deliver and explain everything to you in your own home. The process keeps you and your loved ones from probate in the event of your death.....why give your savings to the Government! More...

Reviewed on Facebook

12 April 2023

It was the Easiest process I have ever had to do... Every Person involved in the process was Excellent and very knowledgeable and they even came out to our home and made us feel very comfortable. .. my husband had a stroke a couple yrs ago and he gets tired easily and they came when he was at his best and made him very comfortable and we didn’t have to travel anywhere... I was very impressed with all the detail and recommend them for anyone looking to do a Trust for your Family ♥️🙋🏼‍♀️ More...

Reviewed on Facebook

12 April 2023

The whole process was pretty simple, if I didn’t totally understand they were very patient with explaining it to me till I did. I’m glad I found this company so I could have peace. Greg had a great sense of human that made me feel at ease. More...

Reviewed on Facebook

10 April 2023

I used Legacy Assurance. The process was very easy. You just need to know what you want done. They explain everything to you which makes it easier to make decisions on what you want to take place after you are gone. It is not written in stone you can make changes as life changes. They keep in touch with. I would recommend them. More...

Reviewed on Facebook

8 April 2023

They are helpful and knowledgeable, doesn’t take forever to get things done.

Reviewed on Facebook

7 April 2023

Legacy Assurance Plan made estate planning smooth and easy. They do it all! And our children will be grateful as well, when the time comes they can grieve our passing instead of fighting with probate

Reviewed on Facebook

3 April 2023

If you request an emailed book, expect sales calls within a few min. Just a warning.

Reviewed on Facebook

28 March 2023

It gives you peace of mind that your last wishes will be taken care of legally with no disputes.

Reviewed on Facebook

27 March 2023

My husband and I have been very happy with the product offering and the service that goes with it. I love that Legacy Assurance Plan has simplified everything for us from providing an attorney to having a representative meet with us to go over every detail. We had been researching Trusts for quite some time and originally met with a different company locally. On our first call with Legacy it was explained in depth to us which made us so comfortable with the decision to set up a Trust and confident that we chose the right company. This company has been a pleasure to work with and I know that if we have any questions or needs they are just a call away! I highly recommend them. More...

Reviewed on Facebook

23 March 2023

the agents were so informative without being pushy and that meant a lot to me. I was going through probate and they followed up with me to see how I was doing and then attorney Gilliam was thorough and informative and didnt rush my grief brain. Aristotle McDonald came and patiently answered my many, many questions and made me feel confident that I was doing the right thing and he was so helpful!!! Thank you for your kindness and patience!! More...

Reviewed on Facebook

28 February 2023

Legacy's people are very knowledgeable and pleasant to work with from Rachelle who signed us up for our trust.David who did the legal work answered all our questions and made us feel very comfortable while in his office. Leslie who came and explained the workings of the trust and actually made it fun to go through.All the people from Legacy that we came in contact with were great.We are very glad we went with Legacy Assurance Plan for our trust. More...

Reviewed on Facebook

22 February 2023

Legacy Assurance was very professional and helpful in our trust plans! A company with an A+ rating for sure! Gary and Cindy Dunmeyer

Reviewed on Facebook

18 February 2023

I like the layers of communication from start to finish to ensure that you understood the process and outcome. I have recommend a number of people to Legacy.

Reviewed on Facebook

17 February 2023

Great opportunity to generate massive profit in the Crypto project. Am satisfied with the result, the application is constantly innovative, and easy to apply for withdrawal from my trade account directly to my bank account. This project is here to eradicate poverty with a loss strategy that helps me earn 80% to 90% of my trades approximately 11,550 USD after 7days trade circle. she is an amazing trader of the caliber of Mrs. Sandra Billy FX I truly recommend this project and this trading broker. Contact the broker via Email: sandrabilly500@gmail.com WhatsApp: +1 (404) 829-4578 More...

Reviewed on Facebook

17 February 2023

I came in a skeptic, but with the price point of $1,500 I made a profit of $19,350. The result has been the feedback from pros and customers has been amazing in terms of profits and the customer service is one of best departments I’ve ever dealt with, and have referred 2 customers who are also very happy . This is a reputable bitcoin Investment Platform to invest in, You can contact Sandra to earn... Email:sandrabilly500@gmail.com WhatsApp:+1 (512) 893-1587 More...

Reviewed on Facebook

7 February 2023

The ease and peace of mind it gave us in setting up our estate plans for our children.

Reviewed on Facebook

28 January 2023

Recommending Legacy Assurance Plan for piece of mind. My parents are very happy with the service and product.

Reviewed on Facebook

23 January 2023

I’ve had a wonderful experience with the company and all their employees. As a single woman with a history of strokes, I wanted to make sure my kids would be taken care of and have someone walk them through the whole procedure after I’m gone. I highly recommend Legacy Assurance Plan! I now have my will, Powers of attorney, Living will etc. all written up. More...

Reviewed on Facebook

21 January 2023

This is a complete process and takes the worry out of getting it all done. Very knowledgeable about the process. I found it to be very reasonable considering what I just paid for probating a will.

Reviewed on Facebook

20 January 2023

I feel that my family will be taken care of after my death, thanks to the people at Legacy. Everyone was so helpful and efficient and knowledgeable. So glad we made the decision to have them help. More...

Reviewed on Facebook

19 January 2023

I wanted to ensure my children would have an easy time upon my death collecting what I left them. By not knowing what their situation in life might be, I didn't want them to be taxed hard or get it all at once and blow it ect. I worked with Todd Keyes extensively. he was extremely patient and NEVER pushed or tried to sell me anything!! By his actions and demeanor,he made me feel like family. I will rest assured my family will be looked after. thank you Todd More...

Reviewed on Facebook

19 January 2023

They were easy to work with, never pushed me to buy their product and came out to me. I feel like everything is in its place now. Shelby Dill

Reviewed on Facebook

15 January 2023

They made this process very easy, answered our question, calls were returned promptly, best of all was done in the comfort of our own home.

Reviewed on Facebook

12 January 2023

Very easy process. Explained to us in easy words by very knowledgeable people.

Reviewed on Facebook

10 January 2023

This company is so helpful in our estate planning, answering all of our questions. It gives us peace of mind in our affairs and lifetime support. "Thank You" so much.

Reviewed on Facebook

30 December 2022

Everyone should have this very important plan. My son and daughter both are very appreciative of having this in place. Legacy Assurance is no doubt the leader in the industry, clearing the way for those left behind. All the red tape and time consuming calls and trips are eliminated with this plan. I'm so thankful that I answered the call to set up an appointment. Life is a lot easier now. More...

Reviewed on Facebook

28 December 2022

Very good company that gives you a lifetime service. They delivered on everything thing they promised and responded within an hour to any questions I asked. They also followed up to make sure

Reviewed on Facebook

21 December 2022

How distasteful!!! I arrived home to a door advertisement that “ My neighbor did it “ are you serious??? It’s Christmas! ! Do you really think that I want a reminder of my loved one passing??? Did this person Mike C, have a permit to go door to door with this? Do NOT come back to my home! Completely disrespectful at this time of year! More...

Reviewed on Facebook

17 December 2022

Investing greatly In bitcoin requires some levels of training and expertise which comes from years of experience, and you also need a good account manager to help you trade and manage your account. A very big thanks to Mrs. Kathrine Petty she is accurate, honest, trust worthy, and Capable in trading. She has really helped me most especially in the period of pandemic/ lockdown i was still able to make more money from home. Invest with Ma'am Kathy. contact her via Telegram;Katherinepetty_fx WhatsApp; +1(979)221-2391 Email; pettykatherine452@gmail.com More...

Reviewed on Facebook

17 December 2022

I saw the add online, and called them and made an appointment for a person to come out to my house and give me the information as to what i need. The whole start to finish was extremely smooth. At no time did the represenative ever try to put pressure me to do something. When the represenative left he said he'd be back in about 3 weeks to check on my progress. The new deed was recorded at the County, and i've taken my paperwork to my bank and credit cards. I'm glad i took the oportunity to get this done. I'm a member with Legacy Assurance Plan for life. From start to finish was easiest thing i've ever done. I highly recommend Legacy assurance for all you needs for living will and Trust. Robert Harless More...

Reviewed on Facebook

14 December 2022

We needed a final plan and contacted Lagacy. I liked that we did not have to go to an office, they came to our home for all of our wishes. They were all friendly and professional. I would recommend them to all my friends and family. More...

Reviewed on Facebook

14 December 2022

Great company! Very helpful and explained things. Would recommend to all.

Reviewed on Facebook

14 December 2022

I would recommend Legacy Assurance Plan to anyone looking to set up an Estate Plan, Wills or a Trust. They are very professional but also personable and make you feel like your in good hands with whatever your needs are. We were very satisfied with our experience and have no worries for our children when the time comes that they need their service. More...

Reviewed on Facebook

12 December 2022

Legacy Assurance Plan Is a great help in planning your estate! Very professional, friendly and extremely helpful. You know things will be ready when we pass. Thanks for your help!

Reviewed on Facebook

11 December 2022

We were very pleased with our Legacy Assurance Plan. They were very kind and patient with us and fully explained everything very well. They were very prompt on all their appointments. I would recommend them to anyone wanting to set up a trust. Dickey and Adina Miller. More...

Reviewed on Facebook

3 December 2022

This is an opportunity to protect our legacy/estate from excess costs and delay. The Legacy personnel have been helpful, friendly, sincere in getting our estate planned. John W. Frei.

Reviewed on Facebook

28 November 2022

I was very excited to have Legacy Assurance Plan do our will and trust. They are very helpful in explaining everything to us so that we understand it all. We can rest assure that when we pass everything will be taken care of. Thanks again! More...

Reviewed on Facebook

13 November 2022

The impressive Trust plan and professional advice Leslie and Izabela have set my wife and me into a great goal for retirement.

Reviewed on Facebook

11 November 2022

They were very thorough and explained things very well. Very satisfied with the product. 😀

Reviewed on Facebook

3 November 2022

They made a scary process easy; them came to the house and walked us through each step. Answered all of our questions with easy to understand answers.

Reviewed on Facebook

31 October 2022

Outstanding, extraordinary and an impressive Trading strategy together very simple, easy and unique procedures as you deposit and very fast withdrawals. I have been operating on this great platform with the most {recommended} FX and Binary Options trading broker on the internet "Mr Billy Mike", Been 3 months and still counting haven’t had any problem, regret or complaints making over $10,000-$50,000 profits directly into my bank account. “I’d rather regret the things I’ve done than regret the things I haven’t done.”. Contact Billy via Email: Mikeforextrading681@gmail.com What’s app: +1 (904) 701-8384 More...

Reviewed on Facebook

29 October 2022

We were looking for a will or trust to avoid probate for our loved ones. The Legacy Assurance Plan offers a Living Trust that will prepare ALL the documents you need for your loved ones so they will not experience probate. They provide the Will, Durable Power of Attorney for Financial and Health Care, and so much more. They hand deliver the documents after your consult with their expect Elder law attorney and do a yearly review for you. Highly recommend this company! Our guy was Greg Callender. He’s awesome!!! More...

Reviewed on Facebook

24 October 2022

The process was very simple.

Reviewed on Facebook

19 October 2022

I found Legacy Assurance Plan I believe on Facebook. In talking with my representative during my first meeting she was able to answer all my questions on how Legacy was different from my dad's Trust Fund, which was a mess. In working with the different people from Legacy, I am confident I am getting what I need to carry through with purchasing this plan. Every person I spoke with was very nice as well as very professional. I have no doubt now that I have a safe secure future in relation to my estate. Thank you so much for the close attention, and timely information you gave me in my estate planning. I am very satisfied. Elizabeth O'Brien More...

Reviewed on Facebook

Q&As

I love the education part because when I see the light bulb moment in someone's eye and they realize that they didn't know something and now they do that will help them protect their family more effectively, that is what it's all about.
I enjoy helping people protect what matters most!

I was inspired to work with Legacy Assurance after going looking for a solution for my family. I found lots of information but it was confusing and I would get different opinions from different sources. Having 1 point of contact that will explain and then having a company that will facilitate the process made so much sense to me that I wanted to join them and help others find the same thing that I had found.

Simplicity, clarity and a holistic approach to estate planning is why. You can get many opinions from many people but they don't have your best interest at heart many times. They are all coming from their point of view.
We put the professionals together all focused on each individual client and what their needs are.

Technology is a beautiful thing. In today's world, we can work from anywhere and provide the same level of service that someone would get in person. We offer online solutions for those that desire online and in person for those that live within reach.

We have always offered in home presentations but with many wanting remote solutions, we adapted and offer both now with the move to online being more sensical. We and our affiliates are flexible and offer our services remotely.

Services

We bring every aspect of estate planning to the planning table both on the individual side as well as the business side.
Anything to do with estate planning, we have the professionals to help our clients.

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