Legacy Assurance Plan

What Legacy Assurance Plan does

Legacy Assurance Plan is a privately held, member-based estate planning services company founded in 2009 and headquartered in the Sarasota/Lakewood Ranch area of Florida. The company delivers comprehensive estate planning—covering wills, revocable living trusts, powers of attorney, advance directives, irrevocable trusts (ILIT, IDGT), Medicaid asset protection, digital asset planning, and business succession—through its flagship Legacy 360 Membership program. Service delivery is built on a multi-channel model combining in-home consultations, phone-based member relations, a vetted Network Attorney channel across 24 U.S. states, and a self-serve website enrollment flow, with final documents delivered and notarized in the member's home.

Under the hood, Legacy Assurance Plan is a professional services operation rather than a technology platform: it relies on attorney expertise, standardized document templates, and conventional CRM and document preparation tools rather than proprietary software or AI. The company's revenue is generated primarily through one-time enrollment fees across three pricing tiers (Individual $2,895, Joint $3,295, Joint Plus $3,895), supplemented by add-on services such as the Assured Care subscription maintenance program, business formation and continuation planning, and referral program economics. Customers are overwhelmingly individual consumers and families—targeted through personas spanning all wealth levels, married couples with joint or separate assets, small business owners, blended families, and families with disabled beneficiaries—making this a highly diversified, long-tail consumer services business rather than an enterprise-anchored model.

The company has served tens of thousands of families and claims over $1 billion in assets protected, supported by 744+ verified reviews averaging 4.9/5 stars and a 98%+ recommendation rate. Operations span 24 U.S. states across the Southeast, Midwest, Northeast, Southwest, and Mid-Atlantic, with marketing executed through content/SEO, paid search and social, email, webinars, and a community-driven referral and affiliate program.

Name

Legacy Assurance Plan

Legal name

Legacy Assurance Plan

Website

https://legacyassuranceplan.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

51–100 employees

Short description

Legacy Assurance Plan is a privately held, member-based estate planning services firm founded in 2009 and based in Florida, serving tens of thousands of families across 24 U.S. states with wills, trusts, and legacy planning delivered through its Legacy 360 membership program and a vetted network of estate planning attorneys.

Ownership category

akta.pro rank

Product category

Estate Planning Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate Planning, Trust Structuring & Governance (FSAAADAF), Estate Administration & Probate Services (FSAAANAE)

Keywords

• Estate planning services
• Living trust documents
• Estate settlement assistance
• Business succession planning
• Asset protection strategies

Headquarters

HQ city

University Park

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership Enrollment Fees: Primary revenue comes from one-time enrollment fees for the Legacy 360 membership program. These fees vary by plan type: Individual ($2,895), Joint ($3,295), or Joint Plus ($3,895). A $295 deposit is required to begin enrollment, with the remaining balance due during the onboarding process.
2. Add-On Services: Additional revenue generated from optional add-on services including specialized legal documents for unique circumstances, estate planning documents for household members, business formation and continuation planning, and the Assured Care subscription maintenance program.
3. Referral Program Revenue: Loyalty Rewards Program where members earn up to $200 for each successful referral, and Affiliate Referral Program create additional revenue opportunities through partner referrals.

Pricing tiers

Go-to-market motion6 records

Distribution channels7 records

Marketing channels8 records

Core offering

Legacy Assurance Plan provides member-based estate planning services through its Legacy 360 Membership program, bundling attorney-drafted wills, revocable living trusts, powers of attorney, advance directives, and related documents with lifetime support including periodic reviews and estate settlement assistance. Services are delivered via a vetted network of liability-insured estate planning attorneys, with in-home delivery and notarization of final documents available to members across 24 U.S. states.

Product overview

Legacy Assurance Plan operates as an exclusive, member-based estate planning services company offering the Legacy 360 Membership program—a comprehensive suite of services through three core enrollment tiers: the Individual Plan ($2,895), Joint Plan ($3,295), and Joint Plus Plan ($3,895). The primary product is the Legacy 360 Membership, which combines attorney-guided document preparation with ongoing lifetime support. Core service deliverables include wills, revocable living trusts, powers of attorney, advance directives, and related estate planning documents delivered via in-home notarization. Add-on modules include the Assured Care subscription maintenance program, business formation and continuation planning, irrevocable trusts (ILIT, IDGT), Medicaid Asset Protection Trust, digital assets planning, and long-term care planning. Supporting services include periodic plan reviews, estate settlement assistance, beneficiary designation coordination, estate plan funding guidance, and the Loyalty Rewards referral program. The company operates through a network of vetted attorneys and provides ongoing member support through dedicated coordinators.

Differentiator

Problem solved

Functional benefit

Products and services

• Legacy 360 Membership A comprehensive member-based estate planning services program providing holistic legal, financial, tax, and risk-related planning through attorney-guided document preparation and ongoing lifetime support for individuals and families.
• Individual Plan Estate planning package for unmarried persons at $2,895 one-time enrollment, including attorney consultation, trust, will, powers of attorney for health and more, in-home delivery and notarization, periodic reviews, ongoing support, and settlement assistance.
• Joint Plan Estate planning package for married couples and partners with joint assets at $3,295 one-time enrollment, covering the same comprehensive services as the Individual Plan tailored for joint estate planning.
• Joint Plus Plan Estate planning package for married couples and partners with separate assets at $3,895 one-time enrollment, including two individual trusts, wills, and powers of attorney for health and more.
• Assured Care Program Subscription-based maintenance program designed to protect members from future out-of-pocket expenses associated with maintaining their estate plan over time, including document replacement for those lost to natural disasters.
• Business Formation and Continuation Planning Add-on service covering entity formation, rehabilitation, estate plan integration, and discounted business legal services for members with business interests.
• Loyalty Rewards Program Referral program allowing members to earn up to $200 for each qualified referral, with referred friends receiving a $100 discount on enrollment.
• Long-Term Care Planning Comprehensive planning strategies for potential long-term care needs including insurance solutions, Medicaid planning, and asset protection for members.
• Digital Assets Planning Estate planning services addressing digital assets including cryptocurrency wallets, social media accounts, cloud storage, and online accounts for digital legacy protection.
• Medicaid Asset Protection Trust Legal trust structure designed to protect assets while qualifying for Medicaid benefits for long-term care.

Quantifiable outcome

• Tens of thousands of families served with over $1 billion in assets protected
• +2 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Network AttorneyscoreChannel Partner/ Reseller/ DistributorLegacy Assurance Plan operates a network of vetted, liability-insured estate planning attorneys who conduct virtual consultations with members and draft estate planning documents. Network attorneys must have 3-5 years of estate plan drafting experience and be knowledgeable in probate avoidance, business formation, succession, taxation, real estate, asset protection, and special needs planning. They conduct virtual consultations and provide services at discounted rates through the Legacy network, expanding the company's service delivery capacity.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Trust & Will: Modern online estate planning platform offering wills, trusts, and related documents via self-service software. Targets the same middle-income consumer segment as Legacy Assurance Plan but with a substantially lower price point and digital-first experience.
• LegalZoom: Online legal services platform offering wills, trusts, and estate planning documents at significantly lower price points than Legacy Assurance Plan. Direct competitor for the middle-market consumer estate planning customer with a digital-first delivery model.
• Rocket Lawyer: Subscription-based online legal services platform providing wills, trusts, and legal documents. Competes with Legacy Assurance Plan for the consumer seeking affordable, accessible estate planning solutions.

Emerging players

• FreeWill: Free online estate planning tool that helps users create legal wills and beneficiary designations. While freemium and lower-touch than Legacy, it competes for the same first-time estate planning customer before they ever consider a paid service.
• Wealth.com: Tech-enabled estate planning platform serving financial advisors and their high-net-worth clients. Adjacent competitor to Legacy Assurance Plan's holistic estate planning offering, focused on the advisor channel.
• JoinCake.com: End-of-life planning platform offering wills, healthcare directives, and estate planning at lower price points. Emerging digital competitor targeting similar middle-market consumers as Legacy Assurance Plan.

Broad incumbents

• Empower (formerly Personal Capital): Digital wealth management platform combining financial planning, retirement, and estate planning tools. Overlaps with Legacy Assurance Plan's holistic financial advisory integration and serves a similar affluent mass-market consumer.
• State Farm: Large insurance and financial services company offering life insurance, retirement planning, and estate-related products. Provides overlapping estate planning-adjacent services within a much broader insurance portfolio.
• Northwestern Mutual: Large financial services incumbent offering comprehensive financial planning including estate, insurance, and wealth services. Overlaps with Legacy Assurance Plan's holistic approach but operates in a much broader financial services portfolio.
• New York Life: Major life insurance and financial services company offering estate planning, wealth management, and retirement products. Adjacent to Legacy Assurance Plan through life insurance-based estate planning (ILITs) and holistic financial services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/legacyassuranceplan
• Xx.com/AssurancePlan
• LinkedInlinkedin.com/company/legacy-assurance-plan

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legacy Assurance Plan