Our History
Legacy Legal Plan traces its beginnings back to September 1980 with creation of the Foundation for Financial Education (FFE). Initially FFE was a speaker's bureau located in San Diego, California. From 1980 to 1989 FFE sponsored thousands of financial seminars throughout Southern California and the Southwest. In 1989 FFE created three self-help modules - Financial Physical Module, Keeping Current Module and an Estate Planning Module.
Over time the Financial Physical and Keeping Current Modules no longer offered unique or distinct value in comparison to other similar services that could be found in numerous places on the web. By 1993, FFE focused solely on providing quality estate-planning services at the lowest possible cost. Over the years FFE acted as the plan administrator of Legacy Legal Program, a group legal plan with over 100,000 member-clients.
Legacy has the benefit of the lessons that can only be learned by servicing thousands of estate plans. Creating the initial documents is the easy part. Providing on-going services to make sure each plan is current and up-to-date is much more difficult. Making sure that your client's estate plan accomplishes what they intended, and that survivors and beneficiaries are well served when someone dies, is really what Legacy Legal Plan is all about. To meet the goal Legacy was restructured as Legacy Estate Planning and Administration, Inc. in 2011.
Over time the Financial Physical and Keeping Current Modules no longer offered unique or distinct value in comparison to other similar services that could be found in numerous places on the web. By 1993, FFE focused solely on providing quality estate-planning services at the lowest possible cost. Over the years FFE acted as the plan administrator of Legacy Legal Program, a group legal plan with over 100,000 member-clients.
Legacy has the benefit of the lessons that can only be learned by servicing thousands of estate plans. Creating the initial documents is the easy part. Providing on-going services to make sure each plan is current and up-to-date is much more difficult. Making sure that your client's estate plan accomplishes what they intended, and that survivors and beneficiaries are well served when someone dies, is really what Legacy Legal Plan is all about. To meet the goal Legacy was restructured as Legacy Estate Planning and Administration, Inc. in 2011.