History of Legacy Management

The principals of Legacy Management, Lucy Jennings and Diane Lipsey, began their careers in daily money management after completing careers in businesses serving older adults, and specializing in business management.

Lucy Jennings

Diane Lipsey

They met in 1996 while both were working for Choices for Aging, a geriatric care management company owned by Laurie Duncan. Laurie developed a sister company, Paperwork Solutions, out of a need to further support aging adults with specialized Daily Money Management services. After years of experience supporting geriatric care managers, Diane and Lucy respect the critical connection between care management and personal business assistance for older adults. Each service uniquely assists the client to maintain his/her independence.