Advisor-Driven. Client-Focused.
Estate Planning, Simplified.
Unlock More Value for You and Your Clients
Deliver trusted estate planning, increase assets under management, and earn more — all while keeping your client relationships front and center.
ADVISOR BENEFITS
Offer Seamless Estate Planning Service
Earn $500 for Every Estate Plan
Strengthen Client Relationships
More Assets Under Management
Gain Full Asset Visibility
Identify Additional Sales Opportunities
Build Bridge to the Next Generation
No External Referrals Needed
Increase Client Loyalty
Discover how easy it is to add attorney-backed estate planning to your services and boost your revenue!
WATCH OUR ADVISOR INTRO VIDEO
LegacyLogic in Action
Discover LegacyLogic’s simple process and learn how easy it is to offer modern, attorney-reviewed estate planning — and grow client trust.
WHAT'S INCLUDED
Meet LegacyLogic: A Smarter Way to Plan Your Legacy
Your customized estate plan includes:
- A fully funded Revocable Living Trust
- Pour-over Will
- Durable Power of Attorney
- Healthcare Powers of Attorney
- Medical Directives
- Caregiver Companion Guide
- Document Storage and Retrieval in secure LegacyLogic Vault
Everything you need to protect your legacy — delivered efficiently and affordably.
HOW IT WORKS
Simple Steps, Powerful Results
From a few easy questions to final asset alignment — LegacyLogic helps you guide your clients through each step with expert legal support and your trusted advice.
Step 1
Assist client in answering 5 simple questions
Step 2
Setup 2 appointments with legal advisor
Step 3
Client participates in 2 brief phone calls
Step 4
Client meets with financial advisor to review and finalize
Step 5
Document Storage and Retrieval in Secure LegacyLogic Vault
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CONTACT US
Ready to Get Started?
Book a quick demo today — discover how easy it is to add attorney-backed estate planning to your services and boost your revenue. Call Now or complete the form below to request a demo.