LEGACY GAMEPLANS, LLC

One Plan. One Session.

One Legacy Protected.

Get your complete Legacy OnePlan™ in a single guided session and start protecting your family immediately.

Is your family legacy at risk? Take the Family Legacy Health Check™ survey and find out!

Without a Plan, Your Family Faces Uncertainty

Are you worried about their security and peace of mind?

  • No legacy plan means uncertainty.

  • Your loved ones could be left vulnerable.

  • Procrastination could put your inheritance at risk.

  • Navigating the process feels overwhelming.

  • You might be unsure where to start.

  • Delays could lead to lasting confusion.

  • You risk costly legal complications.

  • Not planning might lead to family disputes.

Family Legacy Protection in One Advisor-Lead Session

Legacy Gameplans, LLC, (LGP) is an AI-enabled, advisor-guided legacy planning service that enables individuals, couples, and families to complete a custom, legally valid legacy plan called the Legacy OnePlan™ during one session. There are three different plans including the Foundations Legacy OnePlan™, the Reinstatement Legacy OnePlan™, and the Premier Legacy OnePlan™ comes with these benefits:

  • Human-guided (not chatbot-lead) LGP OnePlan™ building process.

  • Legacy plans can be delivered remotely anywhere in the US.

  • Legally accurate plans customized for your state.

  • Affordable pricing and payment plans.

  • All plans backed by the LGP OnePlan Guarantee™

Your Legacy OnePlan™ Delivers More

A common misconception is that legacy planning is just paperwork. In contrast, the Legacy OnePlan™ aligns with the view that a family's legacy includes all that they hold dear and want to preserve for future. 1 Here is what the Premier Legacy OnePlan™ includes:

  • A will, powers of attorney, healthcare directives, and, when needed, trusts for efficient asset transfer.

  • Legal documents and decisions for managing your affairs if you’re incapacitated or pass away.

  • A Family Legacy Meeting facilitated by LGP to communicate the details of your Legacy OnePlan™ with other family members.

  • Family Legacy Healthcheck™ to assess how well your family leaders are managing their leaders.

  • A written Family Legacy Vision document.

  1. Daniell, M. H., & Hamilton, S. S. (2010). Family legacy and leadership: Preserving true family wealth in challenging times. John Wiley & Sons.

We're Here to Help You

Carrie Sanchez

[email protected]

Co-Founder

Legacy OnePlan™ Guide

Dr. Dennis Sanchez

[email protected]

Co-Founder

Legacy OnePlan™ Guide

Dennis and Carrie Sanchez combine years of experience in financial services, estate planning, caretaker services, and technology and psychology, to ensure your Legacy OnePlan™ is successful. They offer:

  • Personal Experience: Dennis and Carrie Sanchez have been in your shoes, providing them with firsthand insight into the challenges of estate planning so you don't have to worry about your family's future.

  • Comprehensive Understanding: They combine seven years of experience with financial and estate planning, five years of providing caretaking services, plus a doctorate-level psychological understanding of family dynamics, to guide you through the Legacy OnePlan™ process.

  • Personalized Approach: This unique blend allows them to tailor estate planning services to meet the specific needs of every individual, couple, and family they work with and help you switch from "overwhelm" to "overjoyed" when your Legacy OnePlan™ estate plan has been executed.

Three Simple Steps to Protect Your Family Legacy

1. Schedule Your OnePlan™ Prep Call.

Click on any Schedule Your Meeting button and choose a time. We will guide you through a discussion that will hlep you prepare for the Build Your OnePlan™ session.

2. Build Your OnePlan™ Session.

We will guide you through a meeting where you create your custom One Plan™ in just one session which usually on takes an hour. This session is delivered virtually wherever you live.

3. Finalize Your Documents

Exit the session with a set of legally sound notarized documents. Celebrate! We will also assist you with the next steps, funding and facilitating a family meeting.

Ready to get started?

Legacy Gameplans, LLC

470-800-8709

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