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Estate Planning for Advisors

Enhance the relationship with your clients with a comprehensive, online, and customized estate planning solution.

Acquire clients. Retain clients. Add value.

How it works

1
Schedule a Demo

Schedule a demo with us and get up and running within 48 hours.

2
Customize

Customize the Last Will & Testament, Financial Power of Attorney, and Advance Healthcare Directive to your agency. 

3
Share with Clients

Share your new estate planning tools with clients and check their progress on their estate plans through your personal dashboard. 

lifelegacy for advisors
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Acquire new clients

Attract new clients through offering estate planning tools. Nearly 70% of Americans do not have an estate plan despite 2 out of 3 Americans believing an estate plan is a priority. 

Better serve your current clients

Estate planning tools are an invaluable tool for serving your clients and enables you to accurately understand their needs.

Estate planning for tax advisors
Enhance Your Client Relationships
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Retain clients and improve satisfaction

Add value and strengthen relationships with current clients by offering comprehensive and scalable estate planning tools to your service offering. 

Analytics Dashboard

Track analytics and see when a client completes their will with our personalized partner dashboard. All users have the option to opt-in to share this information with your company/organization.

Mobile & Desktop

All of our products are all fully online and optimized for mobile and desktop.

Customized

Co-branded and customized Last Will & Testament to maintain brand, trust, and a cohesive customer experience.

Secure

All personally identifiable data stored in our databases is encrypted using AES-256 encryption and any files uploaded to LifeLegacy servers are encrypted using AES-256 encryption.

Available in all 50 states

Legally vetted and available in all 50 states.

Suite of Products

LifeLegacy’s estate planning suite of products includes:

  • Last Will & Testament
  • Financial Power of Attorney
  • Advance Healthcare Directive
  • Analytics Dashboard

Why Choose Us

Customized & Co-branded

All products are customized and co-branded to your company's branding.

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Embed our products seamlessly in your UX.

Analytics dashboard

Our analytics dashboard provides critical metrics and insights into your customers.

100% online

All of our products are entirely online and mobile-friendly.

Legally vetted

All of our estate planning documents are legally vetted for all 50 states.

Schedule a demo:

Please fill out the form and we’ll reach out to you to schedule a demo.

Coming Soon!

Be the first to get notified when we go live with our will product.

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