The #1 estate planning software to manage all your client data
Impress your clients with the ease and simplicity of getting data to you and easily helping them make estate planning decisions
"What's your most expensive intake mistake?"
ESTATE PLANNING ATTORNEYS USING LEGACY ARCHITECTS
Amy June Esq.
Rebecca Strub Esq.
Pamela Maass Garrett Esq.
“As a paralegal, I have searched high and low within legal tech to find a software that offers a simple data management system for estate planning but I've had little success finding the solution. I have dealt with the struggle of spending hours entering data and using multiple systems to manage the information collected. Now, with Legacy Architects, it is all in one place and the process is simplified. This software is exactly what the estate planning field needs – an elegant, user-friendly data management system.”
- Emilia Siffermann, Estate Planning Paralegal
Elegant Intake Form
Impress your prospects and clients with a secure intake form that feels welcoming and doesn't overwhelm them, and then after they hire you it transforms into an intuitive and organized client vault housing all their data and documents. Ditch the word document!
Intuitive Client Vault
Continue the data-gathering and decision-making process with ease right in the same platform as the intake form, adding design notes directly in the client vault. Your client maintains secure access on their end and can login anytime to review and approve all their data and decisions. It's as simple as it sounds!
Trust Funding Tracking
Ensure your client's trust is funded by using our clear and trackable funding action center. You and your client can see exactly which assets are funded, how much of their full estate is funded, any funding documentation, and your funding notes. Never let an asset go through probate again!