Legacy Promises Network Marks $100 Million Estate-Planning Milestone and Expands Attorney-Guided Options for Families
BBB Accredited, A+ rated network expands its planning options and announces a Family Preparedness Initiative for August and September 2026.
ANAHEIM, Calif., July 28, 2026 — Legacy Promises Network announced that it has facilitated estate plans representing more than $100 million in aggregate client-reported asset value, advancing its mission to make estate planning more understandable, personal, and accessible.
The milestone represents the estimated value of property and other assets reported by clients in connection with estate plans facilitated through the network. It does not represent assets managed or held by Legacy Promises Network.
Legacy Promises Network helps families evaluate estate-planning options based on their circumstances, priorities, and budgets. Expanded solutions include living trusts, wills, powers of attorney, healthcare directives, guardianship, special-needs, asset-protection, and business-succession planning.
Unlike software-only document platforms, Legacy Promises Network begins by listening to each client’s concerns and helping identify an appropriate planning path. Clients receive guidance from a dedicated planning specialist, while independent licensed attorneys assist with preparing and reviewing applicable estate-planning documents according to state requirements.
“Every family has a different story, different responsibilities, and different concerns,” said Jennifer Lee, CEO of Legacy Promises Network. “Our responsibility is to listen first, explain the available options clearly, and help each client move forward with a plan that reflects the people and property that matter most to them.”
Estate planning is not limited to wealthy households. A family may own a home, have minor children, operate a business, support a loved one with special needs, or want someone trusted to handle financial and healthcare matters if needed.
Yet many families remain unprepared. Gallup found that only 46% of U.S. adults reported having a will. Without appropriate planning, loved ones may face uncertainty about property, healthcare wishes, guardianship, financial authority, and estate administration.
Legacy Promises Network is a BBB Accredited Business with an A+ rating. The company continues to expand its planning options for different family structures, financial circumstances, and budgets while maintaining personalized support, secure handling of information, and attorney-guided document preparation.
“Families should not have to choose between personalized guidance and planning options that respect their budget,” said Molly Shiao, Executive Managing Director of Legacy Promises Network. “By broadening the solutions available, we can meet people at different stages of life, help them understand their choices, and guide them toward a thoughtful first step in protecting the people they love.”
Legacy Promises Network offerings are also available through national workplace-benefit channels reaching employees at companies representing more than 20% of the Fortune 500. Channel availability does not imply participation, use, endorsement, or a direct contractual relationship with every company represented.
August–September Family Preparedness Initiative
From August 1 through September 30, 2026, clients who complete a complimentary consultation and begin an eligible estate-planning package may receive preparation of a durable financial Power of Attorney document at no additional cost.
Availability is subject to plan eligibility, attorney review, participating jurisdictions, and applicable state requirements. The benefit has no cash value and is not available as a stand-alone service or where prohibited.
Individuals and families can schedule a complimentary consultation at legacypromises.com or call 888-318-8551.
About Legacy Promises Network
Legacy Promises Network helps families explore attorney-backed estate-planning solutions. The company combines personalized guidance, straightforward options, and support from independent licensed attorneys to help clients create organized, state-appropriate estate plans.
Legacy Promises Network operates as an estate-planning coordination network and is not a law firm. It collaborates with independent licensed attorneys for document preparation and does not itself provide legal representation.
Media Contact
Legacy Promises Network
[email protected]
888-318-8551
legacypromises.com
Milestone Methodology
The $100 million milestone is based on aggregate client-reported estimated asset values associated with estate plans facilitated through Legacy Promises Network as of July 27, 2026. Legacy Promises Network does not manage or take custody of client assets. The figure is not an independent appraisal or valuation and does not constitute a guarantee of legal, financial, or asset protection.
