Legacy Planning, LLC
Company works within 7 African American religious denominations through preparation of 23 million congregants estate plans through internet.
- Stage Full Product Ready
- Industry Consumer Services
- Location Charlotte, NC, US
- Currency USD
- Founded March 2014
- Employees 5
- Website legacy-planning.net
Company Summary
Legacy Planning is an internet based company that works exclusively in the African American religious denominations in producing estate planning documents at a discount so long as the congregant includes their church as a monetary beneficiary. Additionally, Legacy enters into five year contracts with these denominations to partner in generating annual projections and have a television personality, Judge Glenda Hatchett as our spokesperson.
Team
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Willie HeywardManagerMr. Heyward has over 30 years in estate planning and probate legal matters. He is also a financial planner and works intimately in the African Methodist Episcopal denomination.
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Jimmy CunninghamManagerAttorney with over 13 years experience in probate and estate planning matters.
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Antonio ClinkscalesManager, Ministers' AffairsMr. Clinkscales is a pastor in Virginia and works with local, state and national baptist ministers. A majority of these ministers lack life insurance, health insurance and retirement plans.
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Tyson MitchellManagerMr. Mitchell holds an LLM in taxation from Case Western Reserve School of Law. He is responsible for creating the 501(c)(3) for the thousands of African American churches nationwide who elect to provide retirement accounts and similar benefits for the clergy.
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Sammie DixonMinister Fringe Benefit DirectorMr. Dixon has over 20 years of investment experience and is active in one of the major African American religious denominations, the African Methodist Episcopal Church which consist of over 1,200,000. Most of the ministers within this denomination lack health, life and disability insurance, retirement accounts, IRAs. His responsibility is to assist ministers through having their churches/congregants sponsor these benefits.
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