Frequently Asked Questions
Below, are some questions that many people ask us. Click on the question to be given the answer.
- What is Legacy Legal Plan all about?
- What services does Legacy Legal Plan offer?
- Can you summarize the benefits of Legacy?
- What kind of financial advisors can use Legacy services?
- Will my broker dealer or insurance company permit me to use this service for my clients?
- How can Legacy offer to create quality estate-planning documents for such a low cost?
- How many estate plans do you prepare each month?
- Are you a law firm?
- How long have you been doing estate plans for advisors?
- How many clients do you have at the present time?
- Is this legal?
- As part of your own "compliance review" evaluate your activities and/or marketing materials in the following areas?
- How soon before I can begin to offer estate-planning services to my clients?
- What is the purpose of the Annual Access Fee?
- What documents are included in a typical estate-planning portfolio?
- What is the cost to me to have an estate plan prepared?
- How long does it take to have an estate plan prepared?
- Do you have rush services?
- What is the price of future service and amendments?
- Do you service my client's trusts with amendments and other estate-planning questions?
- Does an attorney work with my clients?
- Do I have to be a Notary Public?
- Can I have a sample estate plan to show my clients?
- Will you provide sales leads?
- Are Legacy Services Available in Spanish?
- Where can I get marketing materials?
- Do you provide assistance when someone dies?
- Do I have the client make a check out to Legacy?
- How do I get paid?
- Does Legacy or any of its affiliates sell annuities or other investment products?
- Are lifetime amendments provided for free?
- Do you provide funding assistance?
- Is there a fee for assistance in funding?
- Do you charge for deeds?
- How do I sign up or contract with Legacy Legal Plan?
- How do I get started?
- What service support does Legacy offer?