BBB Business Review

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BBB Accredited Business since

Legacy Care Planning, Inc.

Phone: (214) 649-6457 View Additional Phone Numbers 2136 Brownstone Ct, Grapevine, TX 76051 http://www.LegacyCarePlanning.com


BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

Consultation for Elder Planning, Attorney Referral Network, Continuing Education for Legal and Financial Professionals, Veterans Benefits, Long Term Care Solutions, Final Expense Planning


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Legacy Care Planning, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Legacy Care Planning, Inc. include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

4 Customer Reviews on Legacy Care Planning, Inc.
Customer Experience Total Customer Reviews
Positive Experience 4
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 4

Additional Information

BBB file opened: July 26, 2013 Business started: 04/23/1993 in TX Business started locally: 04/23/1993 Business incorporated 09/26/2012 in NV
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

State Board of Insurance - 800-252-3439 (in Texas only) 512-463-6169 (from out of state)
P.O. Box 149104, Austin TX 78714-9104
www.tdi.state.tx.us
Phone Number: (512) 463-6169
Fax Number: (512) 475-1771
ConsumerProtection@tdi.state.tx.us
The number is 804782.

Type of Entity

Corporation

Business Management
Mr. David (Dave) M. Yates, President & CEO/Owner
Contact Information
Principal: Mr. David (Dave) M. Yates, President & CEO/Owner
Business Category

Insurance - Health Home Health Services Elderly/Senior Specialty Services Adult & Continuing Education Nursing Homes

Products & Services

Legacy Care Planning, Inc. offers the following product(s): Consultation

Alternate Business Names
Asset Planning Partners David M. Yates
Industry Tips
**** Nursing Home or Long Term Care Selection

Customer Review Rating plus BBB Rating Summary

Legacy Care Planning, Inc. has received 5 out of 5 stars based on 4 Customer Reviews and a BBB Rating of A+.

BBB Customer Review Rating plus BBB Rating Overview
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.