Is a Simple Will Really Enough?
🛡️ Find Out in 30 Seconds If Your Family Is Truly Protected
Most families think a simple will is enough — but discover too late that it isn’t. Take our quick, no-obligation Survey to uncover how secure your family really is.
Find out in 30 seconds if your family is truly protected.
✅ Free | 🛡️ Secure | 🎖️ Veteran-Owned
Your Information is 100% Secure - No credit card required - No obligation - just peace of mind.
Robert made estate planning simple and stress-free. I highly recommend Legacy Check Up
I didn’t realize how much my family was at risk until I contacted Legacy Check-Up. Robert made everything easy to understand, and I finally feel confident that our home and savings are fully protected.
As a retired couple, we thought our will was enough. The Legacy Check-Up opened our eyes to what was missing. Now we have a full trust in place and peace of mind knowing our kids won’t deal with court delays
Your Family Deserves More Than Just a Will
A simple will often leads to probate court, delays, and decisions made by strangers — leaving your family stressed in the hardest moments.
The Hidden Risks of Doing Nothing
Without an estate plan, your loved ones could face months or years of legal battles, unexpected costs, and family conflict.
A Trust Advisor Gives You Peace of Mind
An estate plan goes beyond a will, covering every detail so your wishes are honored and your family is protected.
Schedule A No-Obligation Meeting With A Trust Advisor After Taking Our 30 Second Survey
Your Information is 100% Secure - No credit card required - No obligation - just peace of mind.
Secure Your Family’s Future & Retirement
Once you complete the quick survey, you’ll be invited to book a free 10-minute consultation.
A dedicated Trust Advisor will walk you through your estate planning options and ensure everything aligns with your retirement goals. From protecting your family’s legacy to securing lifetime income, our process makes sure no detail is left uncovered.
Why Choose Us for Your Retirement Plan?
Understanding Annuities is Our Job. Earning Your Trust is Our Priority. Our Reputation Depends On It.
Understanding annuities is our job. Earning your trust is our priority.
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After Your Legacy Is Secure, What About Your Income?
Once your estate plan is locked in, the next big question is: ‘How do I make sure my money lasts as long as I do?
Most people think Social Security and a 401(k) are enough. But market downturns, inflation, and rising healthcare costs can wipe out years of savings overnight.
As your Trust Advisor, I’ll introduce you to strategies the wealthy use quietly — strategies that most families have never even been told about.
These strategies can:
Guarantee income for life (no matter how long you live)
Protect your nest egg from market crashes
Give you growth potential without the Wall Street rollercoaster
It’s not about chasing returns. It’s about never outliving your money — and making sure your family never struggles financially.
Your Information is 100% Secure No credit card required - No obligation — just peace of mind.
Real Families. Real Peace of Mind
"Robert gave me peace of mind. The process was fast, affordable, and explained in plain English. I wish I had done this years ago."
"I had been putting off estate planning for too long. This made it easy to take the first step and I now feel confident my family is protected."
"What stood out to me was the flat pricing and no hidden fees. Everything was straightforward, and the team made sure I understood my options."
"The survey helped me figure out where I stood, and the call gave me clarity on what to do next. I feel more secure about my future now."
"I wasn’t sure if I needed more than a will. The Legacy Checkup showed me why a trust was the right move for my family. Highly recommend."
“As a veteran myself, I respect Robert’s honesty and dedication. He treated us like family and made sure our wishes are protected.”
Frequently Asked Questions
Do I need a lawyer for estate planning?
👉 “No. Our Trust Advisors use a proven process that creates legally valid documents — without the hassle or sky-high cost of traditional attorneys.”
What if I already have a will or trust?
👉 “We’ll review and update what you have. Most documents are outdated, incomplete, or not aligned with your retirement plan.”
How much does it cost?
👉 “Estate planning packages are a flat fee — no hidden costs. And the peace of mind it provides is priceless.”
When does Retirement planning come into play?
👉 “After your estate plan is complete, your Trust Advisor will review income strategies. That’s when we explore guaranteed income and retirement security.”
Why haven’t I heard about this before?
👉 “Most financial professionals focus only on investments. Estate planning + retirement income together is the ‘missing link’ that protects families from both legal and financial disasters.”
Why Families Trust Our Process
“When you work with us, you’re not just getting documents. You’re gaining a partner: a licensed, veteran Trust Advisor who ensures your legacy and income are secure. Families across the Southern California rely on us because:estate plan, your family could face
Licensed & Experienced
We make a complex process simple and stress-free.
Personalized Guidance
No cookie-cutter solutions — every plan is tailored to your savings, goals, and comfort level with risk.Trusted by Families Across Southern California
From protecting nest eggs to creating guaranteed lifetime income, families have found peace of mind and confidence in their retirement future.
Your Information is 100% Secure - No credit card required - No obligation - just peace of mind.
Planning is bringing the future into the present.
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987 Positive Reviews
George Owens
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Max Tanner
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Kim Wexler
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Billy Jackson
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Most Families Wait Too Long. Don’t Make That Mistake.
Every day you wait, your family is unprotected. You may already suspect your current plan isn’t enough — and you’re right. Let’s fix that today. Start with estate planning. Then let’s build retirement income strategies that last a lifetime. The first step takes just 30 seconds.
Your Information is 100% Secure - No credit card required - No obligation - just peace of mind.
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Disclosure: For informational purposes only. This is not legal or tax advice. Information provided is general in nature. Estate planning services are coordinated with licensed providers. Insurance products offered through a licensed agent.