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Find a Location

Legacy Assurance Plan of America Inc has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    Business ProfileforLegacy Assurance Plan of America Inc

    Estate Planning and Management
    Multi Location Business

    At-a-glance

    Customer Reviews

    3/5stars

    Average of 2 Customer Reviews

    Customer Complaints

    1 complaints closed in last 3 years

    1 complaints closed in last 12 months

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Products & Services

    This company offers estate planning services.

    Business Details

    This is a multi-location business.

    Find a Location

    Legacy Assurance Plan of America Inc has 2 locations, listed below.

    *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

      Country
      Please enter a valid location.
      Location of This Business
      PO Box 110266, Lakewood Rch, FL 34211-0004
      BBB File Opened:
      6/4/2015
      Years in Business:
      18
      Business Started:
      11/13/2006
      Business Incorporated:
      11/13/2006
      Type of Entity:
      Corporation
      Alternate Business Name
      • Legacy Assurance Plan
      Business Management
      • Mr. James K Boyles, President
      Contact Information

      Principal

      • Mr. James K Boyles, President

      Customer Contact

      • Mr. James K Boyles, President
      • Mr. David M. McInerney, Vice-President / General Counsel
      Additional Contact Information

      Phone Numbers

      Customer Complaints

      1 Customer Complaints

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      Customer Reviews

      2 Customer Reviews

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      How BBB Processes Complaints and Reviews

      Start a Review

      Most Recent Customer Review

      Mary S

      1 star

      09/26/2024

      I bought a Trust from Legacy Assurance Plan in December 2023 and I still can’t get it registered. I had it financed and I pay $172.00 plus a month to Affirm and the trust is still not registered. Some lady name Beth / or Betsy call and was to have some man to help get the Trust registered. I got a text message which included a phone number, I told them I would not talk to Linda ever again but that was number that was sent to me. I am getting lies from every one all I want is what I am paying for that is the registration of the Trust I am paying for. I will not give up this fight. Buyer Beware. **** ** *****

      Legacy Assurance Plan of America Inc Response

      09/30/2024

      Thank you for taking the time to share your experience with Legacy Assurance Plan. We sincerely apologize for any confusion or frustration you've encountered. We'd like to address the concerns you've raised and provide some clarification:

      Regarding the trust account setup, it appears there may have been a misunderstanding. For a revocable living trust, which is what you have, an EIN is typically not required. Banks can sometimes provide incorrect information, and we regret any inconvenience this may have caused you.

      We've made several attempts to reach you by phone to discuss these matters and to provide assistance. We understand that clear communication is crucial, and we're eager to speak with you directly to resolve any issues.

      Concerning your Affirm account, it's important to note that while we work with Affirm to provide financing options for some members, Affirm is a separate entity from Legacy Assurance Plan. We don't have control over Affirm accounts or their collection processes.

      We value your membership and want to ensure you receive the full benefits of our services. We'd greatly appreciate the opportunity to speak with you personally to address your concerns and find a satisfactory resolution.

      Please feel free to contact us at ************ during regular business hours. We're here to help and are committed to providing you with the comprehensive estate planning services you signed up for.

      Thank you for your patience and understanding. We look forward to speaking with you soon and resolving these matters to your satisfaction.

      Local BBB

      BBB of West Florida

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