Stop the madness of clunky data gathering and late night drafting.

We see you estate planning attorneys – you’re trying to do it all, trying to keep your costs down, and trying to see your family more. We’re glad you’re here because we can give you all that!

2,473

ESTATE PLANS DRAFTED

12,365

attorney hours saved

$5.56M

REVENUE EQUIVALENT OF ATTORNEY HOURS SAVED

What we do

We cater to estate planning law firms so you have more time for what you love.

We specialize in helping estate planning attorneys deeply understand and implement an elegant data, drafting and funding system.

Legacy Hub

Available only to our members, we provide a Legacy Hub that gives you all the education, resources and templates you need to implement the Legacy Architects software and Legacy Drafting service in the best and most efficient way.

Legacy Architects™

Legacy Architects™ is our #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 help them make estate planning decisions in the only fully virtual attorney-client collaboration vault for estate planning.

Legacy Drafting

Legacy Drafting is our highly trained outsourced drafting team to help you get your drafts prepared faster. The busy work of 4-7 hours per draft is not for attorneys to do. Hire this essential part of your workflow out to our team so you can focus your time on high-value work only you can do.

why we do it

We don't want you working two jobs.

Our CEO and founder Bonnie built her own busy estate planning law firm and became personally responsible for everything from her automated marketing all the way to her estate planning binders. While this was fulfilling for a while, she started to realize she was working two full-time jobs and missing her family. That's when Bonnie knew something had to shift. From this experience she created the Legacy System™.

My current process for data gathering, document management and drafting creates too much paper and is inefficient. It is very frustrating and is costing me money. There has got to be a better way.


BONNIE FAUCETT

BEFORE SHE CREATED LEGACY SYSTEM™


HOW IT WORKS

Deep down you know a smooth process is absolutely necessary to scale a law firm.

We help you see the elephant in the room: that you cannot create a sustainable law firm that lets you take a vacation (as in the kind where you don't have to check email!) unless you have a solid system in place for data, drafting and funding. We give you that system as turnkey as possible so you can see results immediately.

Real Success Stories

“This is just a lifesaver.”

Michelle Camps Esq.

ESTATE PLANNING ATTORNEY

I love that everything is handled in one place.

Paul Pfeiffer Esq.

ESTATE PLANNING ATTORNEY

100% better than anything we've used before.

Deirdre O'Donnell Esq.

ESTATE PLANNING ATTORNEY

Bonnie Faucett, CEO

"Hi,

I'm Bonnie Faucett."

Bonnie Faucett is the founder and CEO of Legacy System™, the #1 program for estate planning firms that want to dial in their data and drafting processes in a deeper and more sustainable way. Bonnie is also a passionate entrepreneur, Army wife, mom to five kids and stepmom to two.

Bonnie is a 3x business founder with two successful exits. Since transitioning from being a full-time estate planning attorney into creating programs to help estate planning firms run their practice efficiently, she has helped 650+ firms implement streamlined systems with confidence.

On average, Bonnie's Legacy System™ students have saved 59 hours per month within six months.

Bonnie Faucett, CEO and Founder

Julie Upshaw Esq.

ESTATE PLANNING ATTORNEY

“With your system I don't feel alone in my practice.”

Mary Ann Wehr Esq.

ESTATE PLANNING ATTORNEY

“The drafts are wonderful. So very appreciated!”

Bijan Roboubi Esq.

ESTATE PLANNING ATTORNEY

“I feel like I have the world’s greatest team in my corner.”