Who We Are
Legacy Legal Plan specializes in assisting financial advisors to legally and profitably integrate quality estate-planning services into their practice.
30 Years Experience in Estate Planning
Legacy Legal Plan is the result of over 30 years experience as a financial advisor offering estate-planning services. Our management team has delivered quality estate-planning services legally as a traditional commission-based insurance agency, as a Securities Principal, as a fee-for-service Registered Investment Advisor, and finally as Plan Administrator of Legacy Legal Program.
First Hand Experience with Regulatory/Compliance Reviews
Over the years we have been exposed to numerous regulatory reviews by the SEC, by the Bar, and by the Attorney General of California. We have learned valuable lessons from each review. In addition and most importantly Legacy Legal Program offers advisors the experience learned from the day-to-day servicing over 70,000 estate plans.
Contact us to see how you can benefit from our experience and the low prices that result from high volume.
30 Years Experience in Estate Planning
Legacy Legal Plan is the result of over 30 years experience as a financial advisor offering estate-planning services. Our management team has delivered quality estate-planning services legally as a traditional commission-based insurance agency, as a Securities Principal, as a fee-for-service Registered Investment Advisor, and finally as Plan Administrator of Legacy Legal Program.
First Hand Experience with Regulatory/Compliance Reviews
Over the years we have been exposed to numerous regulatory reviews by the SEC, by the Bar, and by the Attorney General of California. We have learned valuable lessons from each review. In addition and most importantly Legacy Legal Program offers advisors the experience learned from the day-to-day servicing over 70,000 estate plans.
Contact us to see how you can benefit from our experience and the low prices that result from high volume.