Grow your estate planning firm to consistent $50K months and beyond
without working longer hours, sacrificing cash flow, or hiring too early
Legacy Architects is the only cloud-based software where you can securely collaborate with your estate planning clients throughout their entire estate planning journey in a beautiful master vault start to finish.
without sending Word documents or Excel spreadsheets to your clients ever again
Collaborate With Your Clients in One Single Secure Vault Throughout Their Entire Journey
For the first time ever, both you and your clients can fully collaborate throughout the entire estate planning journey in one single secure platform—from intake, design, and approval, to drafting, signing, and funding. Your clients have complete transparency of exactly which planning phase they’re in at any time, giving them an unparalleled experience compared to regular online intake forms and portals.
Instantly Gain Insight From Your Dashboard To Easily Track Every Estate Planning Client
Your law firm dashboard gives you immediate insight into the most important aspects of the day-to-day action happening in your estate planning firm. Track the progress of every client throughout all six phases of the estate planning journey, see trending insights about your new client vaults, keep track of active versus inactive vaults, and access at your fingertips the exact status of every estate plan in the drafting phase.
Personalize Your Intake Form And Design Sheets With Extensive Law Firm Customizations
We give you the full breadth of intake questions and design questions already pre-built for you, and you can decide which questions to show or hide at different phases of your client’s journey. Plus you can brand your client’s experience to match your firm’s logo, look, and feel.
Your Clients Review, Edit, and Approve Their Information in Our Beautiful Estate Plan Studio
This is the most magical part of Legacy Architects. When you want your clients to double-check the information they’ve provided to you along with their estate plan decisions (so they’re not changing their minds last minute anymore!), they do all of that right inside our beautiful Estate Plan Studio. All client edits are saved directly in their vault and highlighted for you. Plus they “approve” right in the studio itself so that you can start drafting with complete, accurate, and organized information.
Integrate with Popular Drafting Platforms Plus Instantly Generate Additional Documents
Sync client data to your chosen drafting software and instantly draft and print common legal documents on the spot, inserting the relevant data from your client’s vault. This includes the estate plan diagram, guardianship documents, business assignments, fiduciary letters*, conflict of interest waivers*, trust funding acknowledgments*, and wallet cards*. Plus generate the trust diagram completely ready to go based on the trust type, marital share, and residuary terms. (*Coming soon!)
You and Your Clients Have Easy and Quick Access to Their Final, Signed Estate Plan
Nothing is more frustrating for a client than not having immediate access to copies of their signed estate plan when they need it. Look no further than the dedicated area of the client vault to store your clients’ signed estate plan.
Ensure Complete Trust Funding with Our Visual and Intuitive Funding Tracker
Get rid of one of the clunkiest aspects of estate planning—the old and inefficient way of tracking funding in an Excel sheet over weeks or months. With our visual Funding Tracker, you and your clients have intuitive access to all asset and funding information, and best of all—you and your clients can see all this information in a beautiful visual graph that updates in real time.
Create Consistent $50K Months
... without working longer hours yourself, getting buried under a mountain of debt, or hiring too early
Check it out →
Stop Last-Minute Client Changes
Discover why your clients change their minds at the worst possible time—and how to fix it for good
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Get the Demo of Legacy Architects
See exactly how this revolutionary software changes everything for estate planning solos
Watch now →Don’t just take our word for it
Hear from attorneys like you
I just want to say I’m really impressed with what you’ve built. I’ve been doing this for 10 years and I feel like I’ve finally found the Holy Grail of estate planning.
It provides insights on streamlining processes, improving client interactions, and maximizing productivity. Whether you’re new to the field or a seasoned attorney, it offers valuable, actionable steps to transform your practice.
Legacy Architects is the key to creating an incredibly efficient and elegant client experience. It ensures every step of the estate planning process is handled smoothly — making it easier for both clients and attorneys while optimizing workflows and boosting client satisfaction.
Bonnie has created a system that truly lets you work smarter and not harder. As an attorney transitioning into estate planning, I appreciate not having to reinvent the wheel.
Her insights on everything from client intake to managing updates are invaluable, and her systems are designed to bring order out of chaos.
Bonnie’s ideas on management of data and client collaboration are priceless. She gets the virtual, digital world of today and helps the attorney use it to their advantage. Highly recommended!
I was desperate to find a way to be efficient as I built my tech stack. Enter Legacy Architects. In my first year, I doubled my gross revenue. Absolutely the best business decision I made.
I would not have been able to launch my solo firm without her expertise and systems. Bonnie delivers on the much-needed HOW to design your estate planning process — setting you on a path to time and money freedom.
The system’s intuitive design, paired with a comprehensive and meticulous process, guides me through every step of the estate planning journey. Knowing the system accounts for every detail gives me the peace of mind and time to focus on growing my practice.
I just want to say I’m really impressed with what you’ve built. I’ve been doing this for 10 years and I feel like I’ve finally found the Holy Grail of estate planning.
It provides insights on streamlining processes, improving client interactions, and maximizing productivity. Whether you’re new to the field or a seasoned attorney, it offers valuable, actionable steps to transform your practice.
Legacy Architects is the key to creating an incredibly efficient and elegant client experience. It ensures every step of the estate planning process is handled smoothly — making it easier for both clients and attorneys while optimizing workflows and boosting client satisfaction.
Bonnie has created a system that truly lets you work smarter and not harder. As an attorney transitioning into estate planning, I appreciate not having to reinvent the wheel.
Her insights on everything from client intake to managing updates are invaluable, and her systems are designed to bring order out of chaos.
Bonnie’s ideas on management of data and client collaboration are priceless. She gets the virtual, digital world of today and helps the attorney use it to their advantage. Highly recommended!
I was desperate to find a way to be efficient as I built my tech stack. Enter Legacy Architects. In my first year, I doubled my gross revenue. Absolutely the best business decision I made.
I would not have been able to launch my solo firm without her expertise and systems. Bonnie delivers on the much-needed HOW to design your estate planning process — setting you on a path to time and money freedom.
The system’s intuitive design, paired with a comprehensive and meticulous process, guides me through every step of the estate planning journey. Knowing the system accounts for every detail gives me the peace of mind and time to focus on growing my practice.
Estate planning solos traditionally work in a free-form manner with an online intake form, Word documents, Excel sheets, handwritten notes, scans, emails, email attachments, document portals, printouts, file folders — and even information stored only in your head.
You do all this so you can feel nimble in addressing your clients’ unique or unusual situations.
But in most cases, this means you’re being pulled into an administrative black hole.
When you sit down to draft a plan, information is unorganized, inconsistent, and in some cases just missing from your files.
And your clients have a subpar experience as they look all over the place to find what they need to do — multiple portals to log into, multiple files to download and review, and multiple email threads to check.
This unstructured approach to estate planning also creates a lot of concerns.
... Like lack of data security, compromised data integrity, unnecessary manual tasks, snail’s pace drafting, last-minute client changes, avoidable typos in legal documents...
And ultimately lost profit and lost time.
Legacy Architects is the only cloud-based software where you can securely collaborate with your estate planning clients throughout their entire estate planning journey in a beautiful master vault start to finish.
without sending Word documents or Excel spreadsheets to your clients ever again
Tailor-made pricing for estate planning solos
Meet personally with Bonnie Faucett, creator of Legacy Architects and The $50K Solo, to design your custom quote—plus your pricing will be locked in forever as long as you’re active.
You’ve got questions
We’ve got answers
The best way to think about Legacy Architects is about what process it replaces, not what software it replaces. Right now, I bet you’re doing a version of estate planning data management in an online intake form, handwritten design notes or an online design sheet, Word documents and Excel sheets sent to clients for review and edits, file portals, emails, PDFs, or a mix of those things. This unstructured approach to estate planning (what we call the “administrative black hole”) creates concerns about data security, lack of data integrity, unnecessary administrative and drafting time, last-minute client changes, avoidable errors in legal documents, and ultimately lower profit and lost time.
To solve all these issues, Legacy Architects is the only cloud-based platform where you and your clients can securely collaborate throughout every phase of the estate planning journey in a beautiful master vault, start to finish.
You need just three software platforms to do estate planning: a CRM (like Lawmatics or Clio), drafting software (like WealthCounse or Trustate), and Legacy Architects.
Legacy Architects unlocks hyper-efficiency like you’ve never seen before, so it’s about a lot more than just learning where to click. Plan to spend about four hours per week in the first 90 days so that you’re getting the very best out of the platform as quickly as possible. Once you get the “why” and the “how” behind Legacy Architects, everything will come together very quickly for you so that you’re creating consistent $50K months as quickly as possible.
Here’s the answer you don’t want to hear—both. Don’t completely build and perfect your marketing by next week, and also don’t completely build and perfect your entire system by next week. Both systems need care and attention simultaneously, which means you have to incrementally build, test, and improve. Think about it this way—if you go all-in on marketing and it works but your system can’t handle the volume, you’ll deliver low-quality services, get buried in client work, get a few bad reviews, and look up a month later to realize that prospects from your marketing dollars went elsewhere. You’re on the roller coaster again. The only true way to build a reliable firm with consistent revenue is in iterative steps. There’s no magic bullet. Just long obedience in the same direction.
Getting started is easy—scroll up and schedule your personalized call with Bonnie Faucett, creator of Legacy Architects and The $50K Solo. You’ll understand the exact steps so that consistent $50K months are right around the corner for you.
Bonnie Faucett
For too long I struggled endlessly in quicksand in my estate planning firm.
I spent late nights at the office, worked on the weekends, and missed dinners with my kids.
I took on debt to cover my marketing expenses and more debt to cover payroll costs because I’d hired too early.
Basically it was a nightmare. I was sacrificing profit, sanity, and precious time while mired in this chaos.
I figured there had to be a better way — and I started working on it, uncovering key things they don’t teach us in law school.
That’s when I pioneered the Hourglass Model that lays out the six-phase framework for estate planning, the Elegant Data Model to keep yourself and your clients organized, and the little known secrets to utmost hyper-efficiency and profit.
Then I realized the problem was bigger than I thought, and I started sharing it.
With Legacy Architects software I’m sharing everything I’ve ever learned, built into a seamless software platform that I always wished I’d had when I was practicing full-time.
And finally, lawyers just like me — and you — are using Legacy Architects to consistently take home more profit, save precious time, and bring order from the chaos.
After earning her bachelor’s degree from Colgate University and law degree from The University of Texas at Austin, Bonnie founded three businesses with two successful exits.
Bonnie has helped 834 families with their estate planning, 574 estate planning solos with saving profit, and overseen the drafting of 5,318 estate plans to help attorneys repurpose that time to generate $11.97M in revenue.
Bonnie lives in Colorado with her Army husband, five children, and stepdaughter. They spend their time hiking, skiing, and traveling.
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