Legacy Architects is one-of-a-kind software that helps your estate planning firm manage all data from client intake through client approval entirely in one secure platform. Each client has their own "client vault" where all of their biographical and asset information go, along with all their design choices for their estate plan, as well as your internal drafting notes that you want to make sure your drafter sees. You can say goodbye to managing client data on a wobbly mish-mash of software such as online forms, Word documents, Excel spreadsheets, and document sharing vaults.

Yes, you can make the Legacy Architects intake form and client vault look as if it is white-labeled by you. You can upload your firm logo and select your desired colors, and also indicate which firm email address their email notifications come from, so that your prospects and clients feel like the client vault is simply an extension of your firm.

That's totally fine! We understand some clients will be resistant to utilizing software throughout their estate planning experience and will prefer to interact with you on paper. In this case, we have paper templates that closely match the Legacy Architects client vault, and you can invite your prospects and clients to complete the paper versions. Then your team would transfer the data from the paper version into the Legacy Architects vault for your safekeeping (you would shred their paper form once you do that). You can also export the client vault data into Word at any time to share a snapshot of your client's data when they need to review and approve it.

Legacy Architects supplements a CRM or practice management software such as Clio or Lawmatics, but does not replace it. Legacy Architects software is designed very to solve the specific challenge of data gathering, refinement, and client approval; whereas a program like Clio or Lawmatics is covers a larger scope of your practice such as scheduling, task management, billing and invoices, etc. There might be some overlap such as online form capabilities and document sharing portal.

Our recommendation is not to think of a traditional CRM as the place to house and store estate planning intake data and decisions – it requires so many fields in those systems that it would be overwhelming to view any contact record with that number of fields involved. Ideally, a CRM is used only for other parts of the practice such as scheduling, automated marketing, prospect and client segmentation and tagging, billing and invoicing, and similar. Then, anything related to the estate plan decisions and data itself lives in Legacy Architects as the master place for that information.