# Legacy Estate Planning Group, Inc.

Legacy Estate Planning Group, Inc. is a RIA based in Richardson.

## Overview

- **Organization type:** RIA
- **Headquarters:** Richardson
- **Assets under management:** Undisclosed
- **Website:** https://legacyestateplanning.org

## Regulatory record

- **CRD number:** 152422
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152422

## About

Legacy Estate Planning provides customized estate planning services for individuals and families, including wills and trusts, business succession planning, philanthropic planning, health care directives, and powers of attorney. The firm takes a holistic approach that addresses financial needs while reflecting clients' personal values and wishes. Its mission is to empower individuals and families to secure their future and protect their legacy with expert estate planning services.

## Questions

### What investment assets does Legacy Estate Planning Group, Inc. manage?

Assets under management (AUM) have not been disclosed by the firm or in any regulatory filings. Public sources do not contain any AUM estimates or investment performance data. The firm's scale is unknown.

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Last updated: 2026-08-11T15:07:19.634Z

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