Legacy Isn't What You Leave Behind It's What You Live Today


 It’s about creating options for your family now. It’s about giving them the peace of mind to know that they’re protected, no matter what life throws at them.

Legacy Isn't What You Leave Behind It's What You Live Today


Legacy isn't just about money. It's about giving your family peace of mind now.

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Insurance and Legacy Solutions


"Here's the thing—when you have a legacy plan, you don't have to worry about the 'what ifs'… You can live confidently knowing your family's future is secure, your values will endure, and your impact will continue for generations."


Think about it: when you’re gone, you want your family to live—not stress over money, medical bills, or decisions that you should have made while you were still here.When my dad passed away, I was forced into a role I never expected. I became the caregiver for my mother and had to step into roles I wasn’t ready for. Sure, we had life insurance, but we had no plan. No clear direction for how to move forward. That’s when I realized: Legacy planning is a living process. It’s not just about what you leave behind; it’s about making sure your loved ones are taken care of while you’re still here to give them options.

— Melissa West

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"What Others Are Saying: Transforming Their Legacies with Melissa"
“I had an outstanding experience with Melissa and her team. From start to finish, they were not only highly professional but also incredibly clear and informative. What truly stood out was how personalized and genuine the service felt—I didn’t feel like just another customer, but like a person who was truly cared for. Their dedication and attention to detail make them top-tier in their field. I highly recommend Fit for Legacy® to anyone looking for exceptional service!”
— Lele Williams
“Melissa Lee West, the brains behind Fit for Legacy®, is amazing. Meeting her for the first time was with ease and grace. Never the pushy sales pitch—just getting to know who we are and what we needed as a family. Melissa helped me frame mine and my family’s legacy goals. She’s that integral person you should keep on speed dial! No question goes unanswered! Relationship building is key to why we seek her out for our legacy needs!”
— Carlene Ingram
“Melissa was my consultant at Fit for Legacy®. She was very personable, knowledgeable, and she sincerely took the time to listen to my business and family goals before suggesting an insurance plan. She also shared ideas for future financial plans and recommended books to assist me in my journey. I’ve been a customer for several years and plan to remain one.”
— Cinda Brown

How We Work With Our Clients: The Legacy Keys Framework

A comprehensive approach to building and protecting your family's legacy through these five essential elements.

Mission

Define your personal mission statement and core values to guide your legacy decisions.

Wellness

Prioritize physical, mental, and spiritual health as the foundation of a strong legacy.

Finances

Establish proper insurance, savings, and estate documents to protect your family's future.

Conversations

Have meaningful discussions with loved ones about wishes, values, and plans.

Success

Create a lasting impact through generational wealth, knowledge transfer, and purposeful living.

Let’s Get Acquainted


Hey hey 👋🏽,I’m Melissa Lee West, and I’m here to help you build, protect, and enjoy the legacy you deserve. I didn’t always know that this was my calling, but my journey has shown me how deeply important legacy planning is. I’m not just talking about life insurance or financial planning. I’m talking about the legacy you get to live and enjoy today, and the plan you put in place so your loved ones have peace of mind when life throws the unexpected your way.


Here’s how I got here: I was daddy’s little girl—the apple of his eye, his honey bunch. When he passed away unexpectedly, he left us life insurance, but no plan. That’s when I realized: a legacy is about more than just what you leave behind—it’s about what you leave for the ones you love while you're still here.


After his passing, I became my father’s "who"—his voice in his absence. I had to step into a role I was unprepared for, making decisions for my family during one of the hardest moments in our lives. That’s when I realized: someone needs to be the voice for the legacy plan, even in the most challenging moments. Who will be your "who"? Who will be your voice when it matters most?

This is why I am dedicated to empowering and equipping individuals, families, and churches with the resources they need to create a legacy plan that gives them options, expresses their wishes, and takes the pressure off during one of the most difficult moments we face—the loss of a family member. I founded Fit for Legacy® to make sure you don’t have to do it alone. Let’s create a plan today that will give your loved ones the peace of mind they need when it matters most.

Are you Fit for Legacy?

Our Services are designed for breadwinners, business leaders, and wealth builders who understand the importance of having a plan for their investments, assets, responsibilities, and dreams. 

Guidance for Families Building Their Legacy Together.


Our families want to align their values, goals, and financial strategies, and work as a unified unit to create lasting wealth.

Are you a family with multiple generations who want to share wealth while ensuring each member has the financial knowledge to continue the legacy? If so, you are fit for legacy!


Support for Professionals Creating a Legacy That Lasts


Individuals who work with us want to define success beyond just their career and create a lasting legacy that reflects their values and achievements.

Are you a professional who’s been successful in their career and wants to start creating a personal legacy that involves more than just financial success—maybe it’s about community service, entrepreneurship, or giving back.  If so, you are fit for legacy!

Leaders and Entrepreneurs Who Want to Build a Community Legacy


Community leaders and entrepreneur who seek out our services have the vision to create an impact beyond their personal or family legacy? Our services provide the tools to start making a multi-generational impact in your community, business, or industry.

Are you a entrepreneur who wants to use their business to not only create wealth for their family but also empower others, leaving a legacy of opportunity and financial independence for their community.

Legacy isn't what you leave behind—it's what you live today. Let's plan for your future while embracing your present.

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Fit for Legacy®, Legacy in the Box® and A Letter for the Living™ are trademarks of Fit for Legacy Holdings or its affiliated entities.