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Find a Location

Legacy Enhancement has 1 locations, listed below.

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    Business ProfileforLegacy Enhancement

    Trust Company
    BBB accredited business

    At-a-glance

    Customer Reviews

    1.8/5stars

    Average of 5 Customer Reviews

    Customer Complaints

    2 complaints closed in last 3 years

    2 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 7/28/2020

    Years in Business: 9

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Legacy Enhancement specializes in first and third party special needs trusts, minor trusts, structured settlements, and inheritance issues.

    Business Details

    Location of This Business
    King's Court - 2020 Beaver Ave. Suite 206, Monaca, PA 15061
    BBB File Opened:
    8/7/2019
    Years in Business:
    9
    Business Started:
    5/1/2015
    Accredited Since:
    7/28/2020
    Type of Entity:
    Non-profit Organization
    Business Management
    • Ms. Andrea Metcalf
    Contact Information

    Principal

    • Ms. Andrea Metcalf

    Customer Contact

    • Ms. Andrea Metcalf
    Additional Contact Information

    Phone Numbers

    Customer Complaints

    2 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Most Recent Customer Complaint

    11/07/2023

    Complaint Type:
    Service or Repair Issues
    Status:
    Answered
    I hired this company to be the trustee of my daughter’s minor trust fund. This company is giving out false information, in particular there is a list of approved and unapproved items that the trust can be used for but when asking about the process, approved items are quickly unapproved. The company lied to get me to decide to choose their company. The person who signed me up mysteriously doesn’t work there anymore and I’m given evasive answers about what her position was and who now holds that position. The trust officer and her supervisor are providing false legal information to me and anytime I have a question I get short snarky and unintelligible answers. I asked to have my trust officer reassigned and was told that it was not possible. I asked who my attorney could contact at the office and was denied any contact information.
    Read More

    Customer Reviews

    5 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Emerita N

    1 star

    10/23/2023

    This money is for my daughter, she has some physical and learning disabilities. She is 20 and wants to work she cannot do her hair on her own they stated to use venmo, there card is not accepted, (waste of time) my daughter goes to black beauticians because they do locks, she needs to do a consultation and stated she will give me a receipt after! Its my daughters money what is wrong with Legacy why are they so tight i have a power of attorney over my daughter, if i have to get legal help then thats what ill have to do! Not all that glitter is gold with this company????????????

    Legacy Enhancement Response

    10/30/2023

    This beneficiary is on Income-Based benefits as per the documents completed by the grantor/parent. A Pooled Special Needs Trust was established by the grantor/parent with Legacy Enhancement to ****************** these income-based benefits of her daughter. The guidelines that Legacy Enhancement follows to ****************** these income-based benefits are mandated by the entities such Social Security & and ********* A trust is established so that ************** can be kept intact while having access to funds from a settlement that would otherwise disqualify the recipient (the beneficiary). To keep these benefits fully intact, funds must be distributed in a manner consistent with SS and ******** guidelines. Therefore, a Pooled Special Needs Trust cannot disburse cash to our beneficiary receiving the income-based benefits. This beneficiary has requested the use of a cash app (Venmo). Although we understand the convenience and widespread use of Venmo in multiple forums, the trust cannot allow transactions such as this as it can count as income. The Trust Officer for this beneficiary has offered multiple other means to make the funds available for this and future similar transactions.

    Local BBB

    Better Business Bureau of Western Pennsylvania

    BBB Reports On

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