Legacy Planning Services

Made Simple, Secure & Personal

Your home is one of your greatest investments, but protecting it takes more than just a mortgage payment.

At 4 You Legacy Group, homeowners and mobile homeowners gain peace of mind by organizing essential legal documents, exploring probate-avoidance options, and preparing for life’s uncertainties — all through supportive, virtual guidance.

🏡 Services That Protect What Matters Most:

✅ Mortgage Protection with Living Benefits
Plans that keep your home secure in case of illness, disability, or unexpected loss — offering financial relief when it's needed most.

✅ Living Trusts, Wills & Mobile Home Transfers
Self-directed estate planning services to help your home pass smoothly to your loved ones — without court delays or probate stress.

✅ Legal Document Assistance (LDA)
Registered, bonded, and focused on document accuracy — providing step-by-step preparation support based on your specific direction.

✅ Legacy of Love Recordkeeper Workbook
A guided, fillable workbook to help you organize key documents, contacts, and final wishes — the first step toward clarity and confidence.

✅ Legacy Protection Checklist (Free Download)
A one-page checklist to make sure your most important decisions and documents are in place.

✅ 15-Minute Legacy Planning Session (No Cost)
Every family starts here. We listen to your goals, identify next steps, and help you move forward with the right resources without overwhelm or pressure.

🕊️ BONUS: Online Prayer Portal
Because legacy includes love and faith, submit prayer requests and know you're being covered in prayer by our community.

Plan Today. Protect Tomorrow. Leave a Legacy of Love.