Legacy Assurance Plan Review

People are very friendly and provide great information about their
product. Been wanting to get a will but this is a great choice. Feel good about our decision.

We were very satisfied with the delivery of our trust . Our son and daughter were here and listened to the presentation . My daughter also videoed the meeting to our other daughter who lives in Jakarta , Indonesia . The people did a great job explaining everything to us .

The BEST Team to handle your Will and your final wishes. Professional, responsive and convenient! Two thumbs up

When i needed help with My Estate i called a number in my Revocable living trust book And although i am experiencing the biggest down fall of my life-Wife passed away Dec 19 2020,After 50 yrs together, I was in a very great need of help. Kim answered the phone and set me up on a phone appointment with a gentle man named Alex, Kim as i see it was not only a GOD SEND but thru our conversation she got me laughing so hard that it really made my day. For a person to recognize that another person whom you don't even no needs cheered up to me is a GREAT CARING PERSON. Please see that Kim gets due credit for a job well done. One more thing Ill be letting people no about the service i received because of Kim caring for the customer's of your company. Hope it gets you a few sales. God Bless You All !!!!!

Legacy Assurance really helped us a lot in taking care of all the necessary documentation needed for our estate planning. They provided the legal assistance we needed and followed up with a binder that contains all of our estate documents in one place. Best of all, they provided these services for a reasonable price. We couldn't be happier with our relationship.

I found everyone to be very helpful and easy to understand! Even the attorney was easy to communicate with! We are very happy with our Trust!

My worries about what will happen with my estate and valuables is almost at an end!
Legacy Assurance is walking me through the process of setting everything up. My estate will avoid probate, my trustee will also be walked through the process of distributing funds etc.
Such professionalism, friendliness. So easy!

What I thought was going to be simple turned out to be quite involved. Without your help and years of knowledge I would never have gotten as good a trust set up as I now have. Everyone I worked with was very professional and friendly. Thank you!

I have just signed up for the Legacy Assurance Program and so far have experienced wonderful support from my sales agents, and the lawyer assigned to me. I have a company personal customer representative assigned to me who guides me through the whole estate planning process and who I can contact with any questions. I am currently waiting on my draft estate plan for my review and concurrence. I expect this part of the process to go well. I would recommend Legacy Assurance to anyone who wants value and required detail in their estate plan. And any required changes down the line are relatively inexpensive and thorough annual reviews are conducted.

Very professional organization and they did a good job of explaining their process completely. The attorney who drafted the documents was readily available to answer all our questions. The final documents were very comprehensive. The entire process from the initial meeting to the actual signing of documents took about 3 1/2 months.