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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. It is important to note that we do NOT do wills so if you are looking to do a will, please understand that your estate WILL 100% go through PROBATE as ALL WILLS ARE SUBJECT TO PROBATE!!!! It is important to note that Probate is something you want to avoid yet 100% of Wills are subject to probate! So the thing that people want to avoid the most, they will still be subject to with only a will and even a will and Power of Attorney's. If you have assets over your states' probate limit, your estate will be subject to probate! We are an estate planning services that provides advantages over working with only an attorney. We give our clients access to professionals in every area needed for proper estate planning including estate planning attorneys, financial advisors, insurance specialists as well as tax specialist in the event they need them. We bring everyone to the table to focus on the clients plan. We cover all the bases and leave nothing to chance. We eliminate the guesswork and the extra costs of estate planning by providing up front pricing and help get rid of costly attorney fees, court costs etc, typically associated with estate maintenance and settlement. If you want verification that a Revocable Living Trust is what you need, let's chat. Again, if you are looking to do a will or if you don't have assets that go above your states' Probate limit, you will be better served with someone that does only wills or to do one online.
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.
4.86/5.00
based on 19,734 reviews
Micheal spoke in the manner I liked in representing the items I need to run my business.
18 Apr 2024
Kiea is so awesome! I HIGHLY recommend anyone who’s looking to maximize their tax returns to go to her. She helped me get the biggest tax refund I’ve ever gotten and she was very professional. Great job and see you next tax year!
13 Apr 2024
Kiea is a pleasure to work with, she’s professional and knowledgeable and does a great job.
07 Apr 2024
