What can we help you with?
Mobile Notary Services
California - Certified Notary Trust Delivery Agent
My Life & Wishes
Legacy Vault
Secure Digital Document Storage for Estate Planning
Life Insurance Services
To protect those you care about.
Medicare Enrollment & Advisement
New to Medicare OR Need to make a change?
Estate Planning Resources
Trusts 7 Wills, Do-It-Yourself or Referral to an Estate Planning Attorney
Assistance with Other Ancillary Insurance
Dental, Vision, Hospital Indemnity, etc.
Social Security Planning Advisory
Our Services
1
My Life & Wishes Legacy Vault
My Life & Wishes is an online service that allows you to store a digital record of important documents, passwords, and end-of-life plans. Accessible 24/7 in the event of any emergency. Securely and easily, share information about finances, insurance, wills and funeral wishes with family and loved ones.
For pricing and to get started with locking down your very own 'vault'...
Give us a call or contact us today!
Why Choose Lady Business Legacy
Convenience at Your Doorstep
We Come to You, Anytime, Anywhere
No need to travel or adjust your schedule—our mobile service meets you at your home, office, hospital, or any preferred location. We make things easy and stress-free by bringing our expertise directly to you.
Reliable & Professional Service
Trusted Professionals You Can Count On
With experience in loan signings, real estate transactions, and legal documents, as well as insurance protection we ensure accuracy and compliance. Our commitment to professionalism means you receive dependable service every time.
Fast & Flexible Appointments
In Your Schedule
We understand that time is valuable. That’s why we offer flexible appointment times, including evenings and weekends, to accommodate your needs. Same-day and rush services are also available for urgent requests.
Accuracy & Legal Compliance
Ensuring Accuracy & Compliance
Your documents are important, and we take every step to ensure they are notarized correctly and legally binding. Also making sure insurance documents are correct and follow CMS guidelines. We follow all state regulations and industry best practices to provide a secure and seamless experience.