Legacy Architects

The SaaS provides extensive cloud-based estate planning software designed to facilitate secure, seamless collaboration between attorneys and their clients throughout the entire estate planning process, from initial intake to plan signing and funding. Its main features include a centralized attorney dashboard that consolidates client information, a guided client portal that streamlines document collection and review, and an intuitive estate plan studio for easy customization and approval, eliminating the need for outdated spreadsheets and email chains. This solution addresses the inefficiencies and errors associated with traditional estate planning methods by increasing productivity, reducing workload, and enabling attorneys to serve more families more effectively, making it ideal for estate planning attorneys seeking to optimize client experience and operational efficiency.

Legacy Architects can be found in Patient Engagement Software categories.