Introducing The eStatePlan™ Platform

Digitized • Feature Rich • Dynamic

Convenient Access Anywhere

Establish your eStatePlan from the ease and comfort of your own home. View and update (24/7) your eStatePlan document set through your secure Client Console portal.

Formulate/Update Personal Medical Directives Anytime

Create and keep current your personal Medical Directives (AMD) ONLINE (24/7). Your attending physician (medical provider) will have ONLINE (24/7) pass-code access to your AMD by way of a Medical Card in your wallet.

Mission Statement

Our vision is to establish a company that stands out in the industry. By collaborating closely with our clients and leveraging a multidisciplinary team of experts, we aim to deliver a superior client experience. Both families and small businesses are seeking more comprehensive support and advice for effective estate and financial planning to enhance their wealth.

Ongoing training and support for our leadership and staff, coupled with the highest standards of protocols, ethics, and integrity, will be required and enforced.

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Contact Info

954-284-1451

info@legacyestate-planning.com

101 NE 3rd Ave Suite 1500,
Fort Lauderdale, FL 33301