Legacy Assurance Plan is a comprehensive estate planning service. I educate people about ALL their choices to avoid living and death probate, and if what we offer (a Revocable Living Trust, or other Trust vehicle) is a good fit, then I'm able to help facilitate that. We work with vetted estate planning attorneys in 20 states, and provide guidance around avoiding nursing home spend-down, and other asset protection methods. We have a holistic approach to estate planning, providing - legal, financial, tax, business succession and retirement planning strategies for our members.

Dick and Jane Follett started the company 40 years ago as a result of Dick's Dad's trust being done incorrectly by a local attorney. That attorney didn't "fund" his trust, so even though he had a trust, given that it was unfunded, his estate ended up in death probate and cost them $25,000. When a trust is done correctly, it contains titled assets. Dick and Jane decided to start Legacy Assurance Plan to educate people at no charge regarding ALL their options in their state to avoid probate. If what we offer is a good fit for someone, I can help to facilitate the paperwork to get them started with a COMPREHENSIVE estate plan/Trust.