Estate Plan + Reward

Legacy Voyage

Legacy Voyage is an Oceana Global Wealth Partners program that combines living trust document preparation with an included travel reward. Coordinate your estate-planning documents with support from our team, then plan a getaway. Your program agreement explains the documents, provider services and travel conditions included.

Start Your Legacy Voyage What's Included

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What's Included

Two steps, one voyage.

Grandparents sitting with their granddaughter

Protect What You've Built

Put a living trust in place to protect what you've worked for and provide for the people who matter most.

Palm-lined turquoise water seen from a beachfront resort

Create Lasting Memories

Mark the milestone with an exciting vacation getaway, because progress is worth celebrating together.

Key Benefits

Why families choose the voyage.

Personalized trust setup
Create lasting memories with an exciting vacation getaway
Ongoing support from our team
Peace of mind for you and your family

*Vacation includes a resort stay. Does not cover travel, taxes, and resort fees.

Who it's for: families and individuals who want a living trust put in place properly, in one coordinated program, with a team that follows through.

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Start Your Legacy Voyage

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The Value

Everything you get in one voyage.

Vacation getawaysValued up to $9,485
Trust setupValued at $2,000-$3,000

An $11,000-$12,000 value.

Or pay in full: $1,998

PayPal Pay Later is also shown at checkout. Plans are subject to approval.

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The Reward

Somewhere to look forward to.

Every Legacy Voyage purchaser receives five of the eight travel rewards, two automatically, and three more you choose yourself.

Waikiki Beach and Diamond Head on Oahu, Hawaii — 5 day / 4 night Hawaii stay

A cruise ship at sea on a clear day — 3, 4, 5 or 7 night cruise

A resort lit up at dusk beside its pool — 7 night resort getaway

See all 8 vacation options →

Frequently Asked

Legacy Voyage questions

What exactly does the trust setup include?

Your trust is established through document preparation and/or independent, licensed third-party providers, tailored to your goals. The specific documents included and whether a licensed attorney is involved depend on your state and the option you select, and are confirmed in your program agreement before you enroll.

Tell me about the vacation getaway.

A getaway is included as part of the program, provided to you as a gift at no cost by Oceana. It covers a resort stay only; travel, taxes, resort fees, processing fees, surcharges and other incidentals are not included. The reward has no cash value and is subject to availability, advance scheduling, and any conditions described in your program agreement. Full details are provided before you enroll.

Who is Legacy Voyage designed for?

Families and individuals who want a living trust prepared and put in place, with a travel reward included and ongoing support from our team.

The Legacy Voyage Package combines trust document preparation and an included travel reward. Oceana is not a law firm and does not provide legal advice. No specific debt reduction, tax, or legal outcome is guaranteed. Exact package inclusions and pricing, along with any refund or cancellation terms, are described to you before you enroll and in your program agreement. The travel reward is a gift provided to you at no cost by Oceana and has no cash value; it is subject to availability and conditions. The travel benefit is fulfilled by an independent third-party fulfillment company that is not associated or affiliated with any company that solicits or conducts presentations or seminars. This is a promotional offer, and you are responsible for certain costs, including processing fees, surcharges and taxes. Travel rewards are non-transferable and may be provided only to end users with permanent residence in the United States and its territories, excluding California; customer service is offered in English only. Trust documents are prepared through document preparation services and/or independent, licensed third-party providers, and attorney involvement depends on your state and selected option.