Legacy Assurance Plan - University Park, Florida

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Legacy Assurance Plan: A Comprehensive Estate Planning Service

Legacy Assurance Plan stands out as a premier consultancy in estate planning, offering a suite of services designed to simplify the often complex process of preparing for one's future. Located at 8725 Pendery Pl Suite 104-L, University Park, FL 34201, this company can be reached at 44453422. Their commitment to providing tailored solutions makes them a go-to choice for those seeking professional guidance in estate planning. With an impressive 720 reviews on Google My Business, Legacy Assurance Plan has built a reputation for exceptional service and satisfaction. The company's website, legacyassuranceplan.com, offers further insights into their offerings and methodologies.

Specialties and Services

Legacy Assurance Plan specializes in Estate Planning Consultancy, providing expert advice to individuals and families looking to secure their financial legacy. Their services are particularly beneficial for those considering setting up trusts or looking for a straightforward way to manage their estate without the hassle. The firm's team of consultants is adept at creating personalized plans that cover various scenarios, including death and illness, ensuring that loved ones are prepared with comprehensive documents.

Facilities and Accessibility

Clients visiting the office at 8725 Pendery Pl Suite 104-L, University Park, FL 34201 will find a wheelchair accessible parking lot, demonstrating the company's commitment to inclusivity and customer convenience. This thoughtful feature ensures that all individuals, regardless of mobility, can access their services without barriers.

Customer Feedback and Opinions

Customer satisfaction is a cornerstone of Legacy Assurance Plan's operations. Many reviewers commend the company for its fantastic service and timely completion of estate planning documents. One glowing review notes, "I attended an Estate Planning seminar, that was presented by a representative of Legacy Assurance Plan. They subsequently contacted me and because I had setting up a trust in mind and because it was simpler to use their services than to waddle through it on my own I signed up. And, in no short time was mine all complete. They make it easy. Also, you get an Estate Planning document that has fill-ins for all the details of what a loved one could possibly need to take care of you in case of death or illness. All great info to pull together and have on hand." Such testimonials reflect the company's ability to not only provide comprehensive plans but also to deliver them efficiently and clearly, ensuring clients feel prepared and secure.

Contact Information and Online Presence

Potential clients can easily reach out to Legacy Assurance Plan for consultations or inquiries. The company's phone number, 44453422, is readily available for those who prefer a direct line of communication. Online, visitors have access to detailed information through their website, legacyassuranceplan.com, where they can learn more about the services offered, client testimonials, and how to get started with their estate planning process.

Recommendations for Prospective Clients

For anyone considering estate planning services, Legacy Assurance Plan offers a promising option. Their track record, as evidenced by the abundance of positive reviews, suggests a high level of expertise and customer care. Prospective clients should take note of their wheelchair accessible facilities, which accommodate a wide range of needs. Additionally, the company's approach, as highlighted in client feedback, emphasizes clarity, simplicity, and thoroughness in estate planning, making complex legal processes more manageable.

Key Features and Benefits

• Expert Estate Planning Consultancy: Tailored solutions for individual needs.
• Comprehensive Documents: Includes detailed plans for various life events.
• Accessible Facilities: Ensures all clients, including those with mobility issues, can visit without hassle.
• Positive Client Reviews: A strong reputation backed by satisfied customers.
• Efficient Service: Fast completion of estate planning documents.
• User-Friendly Approach: Simplifies the often daunting process of estate planning.
• Secure Online Presence: Detailed information available on their website.
• Professional Support: A team of consultants ready to guide clients through the process.

With these key points in mind, Legacy Assurance Plan emerges as a reliable and professional choice for anyone looking to secure their future through meticulous estate planning. Their ability to transform complex legal requirements into actionable plans, combined with their customer-centric approach, makes them a standout in the field of estate planning consultancy.

The quality of this content is rated highly, reflecting the detailed and informative nature of the provided information, which is well-suited for both prospective clients and those seeking to understand the services offered by Legacy Assurance Plan. The content is structured to guide readers through the essence of the company's offerings, supported by positive customer feedback and clear recommendations for potential clients.

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👍 Reviews of Legacy Assurance Plan

Carol L.

5/5

I attended an Estate Planning seminar, that was presented by a representative of Legacy Assurance Plan. They subsequently contacted me and because I had setting up a trust in mind and because it was simpler to use their services than to waddle through it on my own I signed up. And, in no short time was mine all complete. They make it easy. Also, you get an Estate Planning document that has fill-ins for all the details of what a loved one could possibly need to take care of you in case of death or illness. All great info to pull together and have on hand. Fantastic service and timely for me.

Kathy S.

5/5

Making long term plans such as these can be very overwhelming, but Legacy has been incredible! From day one they have kept in touch via email and phone to keep me informed and “ included”. Our meetings have been informative and very professional. I am so very thankful for their support and guidance and have such a sense of comfort and peace knowing that my assets are now protected and my family will be guided through the final process of my death and finances. Highly, HIGHLY recommend Legacy Assurance.

Debi S.

5/5

We wanted to get a trust because we have heard horror stories of people having to sell everything to settle a will. We did some comparisons and found Legacy Assurance to be reasonable in it's pricing and were very pleased with what we found. They walked us through the process and brought the final copies to us to be signed by their representative who notarized everything. He gave us a list of what to do next and we are currently taking care of those final stages. I called with questions and they have called to check on us as well. Great company.

Melanie R.

5/5

I never imagined making our estate plan would be so easy. Legacy was very professional from the start till the end of the process. It was anlways easy to get in touch with them when I had questions and very, very reasonably priced. I have recommended them to my family members and anyone that will listen. Completing this process has definitely put my mind at ease

Terry U.

5/5

We are quite pleased with the Legacy Assurance Trust plan. The sales rep was very informative. He gave us enough information to help us make an informed decision. And the follow-up people were also very patient with my questions. In my opinion a trust is the inly way to go to avoid Probate. I would recommend the Legacy Assurance company to anyone interested in making the transition to our children saving them money and many headaches.

David B.

5/5

The process from start to finish was very stress free and professionally done. The representative, Bryan Center, was very knowledgeable, professional, and thorough in the presentation and explaining all aspects of the parts, procedure, and entire process of creating a trust. When the documents were completed and Bryan delivered the binder he made sure I understood each and everything and assured that all and any questions were answered. Also, there was great follow up by Legacy Assurance that I was satisfied with all aspects of the trust and representatives. I rest well knowing now that the process of executing my wishes in the event anything should come about in the future, that my wishes will be carried out. Additionally, a real comfort knowing that my loved ones will not have to go through problems and expenses of dealing with my legal matters. Legacy will also be there to assist them when the need arises.

Linda W.

5/5

I was very pleased with the delivery of my Legacy Estate Plan. Derek was not only cordial, he was extremely informative and managed to answer many of our questions thoroughly and in detail. It's a comfort to know that Legacy has folks who are available to us on this journey.

Wendy D.

5/5

My husband died last Thursday. It spun me into a state where I could hardly think. After arranging a cremation, cancelling medical insurance and notifying Social Security, I begrudgingly decided to tackle the chore of sorting out our trusts, wills and administrative "who gets what and when" questions. I spoke with Kim V. at Legacy. Her uplifting voice and sincere condolences helped me relax right away. She listened patiently to some of my story and was encouraging and kind throughout. She told me not to worry, to take a few weeks before dealing with things and assured me that as spouse I was in good place. She professionally answered my specific questions. She is sending out a tool to help me know what to do next. But, mostly she was so REAL and so gentle and KIND! What a wonderful representative for this amazing company. I am so happy that my husband and I decided to make Legacy part of our senior life plans.