Estate Planning
Winter Insurance Group offers Estate Planning. Our approach is team-oriented, which brings our collective expertise to every client. We also believe in building client relationships through the rendering of professional service and seeking problems to solve, not policies to sell. These key differentiators make us who we are as a company, where the client is our priority.
A comprehensive estate plan gives you peace of mind.
The difficult part is finding someone you can trust. At Legacy Assurance Plan, we have helped thousands of families, just like yours, find the peace of mind they need by making the process of estate planning both simple and affordable.
Through our exclusive membership-based approach, we provide a team of like-minded, vetted professionals to help you create a plan that's right for you and your family. We also provide access to a range of legal documents and related financial services, along with ongoing maintenance, to ensure that your plan remains current and ultimately delivers the outcome you want.
Traditional estate planning tends to focus solely on the legal aspects of estate planning, providing you with legal documents alone. At Legacy Assurance Plan, we take a more holistic approach by considering the legal, financial, tax, and other risk-related aspects of estate planning and integrating them into a single, yet comprehensive estate plan that puts you in control.
We believe that regardless of the size of your estate, you and your family deserve quality, comprehensive, estate planning services that focus on more than just “having a will.”
Let us help you find the peace of mind you are looking for by joining our growing family of members today!
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