Free Resources

Elegant Data Model™

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

Bonnie's Recommended Tech Stack

Discover exactly what software Bonnie would use if she were just starting out knowing what she knows now.

How to Draft Faster™

Implement Bonnie's proven system for drafting high-quality estate plans faster.

Legacy Architects™ Demo

See the inside of our #1 estate planning software to manage all your client data in one single place.

Complete Intake-to-Signing Blueprint

Discover the ten-step process that takes you all the way from estate plan intake to estate plan signing.