Low Price
Like everything – price is dependent on volume. The more you buy, the less the cost. Legal services are no different. It is difficult for any one advisor or advisor group to generate enough new clients to significantly impact price. Combining the purchasing power of numerous small and moderate sized financial advisors into one large "aggregated" account is what Legacy is all about.
Legacy has assembled a core group of legal service providers and processes hundreds of portfolios per year. In exchange for consistent, high volume of work our legal providers offer us the lowest possible price which we pass onto you and your clients. (Contact Legacy for a quote on fees that apply in your situation.)
Aggregated volume, pre-selected quality providers, and one single interface makes Legacy Legal Plan the "Price Club" of estate-planning services.
Contact us and find out how our Estate Planning Service can save you money.
Legacy has assembled a core group of legal service providers and processes hundreds of portfolios per year. In exchange for consistent, high volume of work our legal providers offer us the lowest possible price which we pass onto you and your clients. (Contact Legacy for a quote on fees that apply in your situation.)
Aggregated volume, pre-selected quality providers, and one single interface makes Legacy Legal Plan the "Price Club" of estate-planning services.
Contact us and find out how our Estate Planning Service can save you money.