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Elegant Data Model™

Discover Bonnie's three-tiered model on how to best organize and manage estate planning client data.

Bonnie's Tech Vault

Discover exactly what software Bonnie would use if she were just starting out as an estate planning attorney, knowing what she knows now after 13 years, being licensed in 3 states, working directly with 527 private clients, and overseeing the drafts of 2,205 estate plans.

Ultimate Blueprint

Discover the exact blueprint that takes you all the way from beginning to end with each estate planning client.

Legacy App Demo

See the inside of our #1 estate planning software. The Legacy App software is the only cloud-based platform that fully manages every piece of data, document sharing, and funding action—and everything in between—that go into one client’s estate plan. It's  ultimately a single beautiful master place where both you and your clients can collaborate together throughout the entire estate planning process, start to finish.