PARTNER WITH US
Deliver Trusted Estate Planning, Increase Assets Under Management, and Earn More…
All While Keeping Your Client Relationships Front and Center.
LegacyLogic is a modern estate planning software platform built to help financial professionals grow their business, deepen client relationships and expand their service offerings.
Combining cutting-edge technology with attorney oversight, LegacyLogic delivers a streamlined, cost-effective estate planning experience your clients can actually understand—ensuring their assets transfer efficiently to loved ones or causes, without court delays or the complexity of a traditional revocable living trust.
Through our secure, intuitive portal, advisors can guide clients through the entire process—no outside attorney referrals, and no risk of losing client relationships.
Advisor Benefits
Offer Seamless
Estate Planning Service
Earn $500 for
Every Estate Plan
Identify Additional
Sales Opportunities
Gain Full
Asset Visibility
More Assets
Under Management
Build Bridge to the
Next Generation
No External
Referrals Needed
Strengthen Client
Relationships
As a financial advisor, having full visibility into your clients’ assets is crucial—but many clients withhold information or simply forget to disclose everything. With LegacyLogic, you gain complete asset visibility by helping your clients ensure each asset is properly aligned with their estate plan. This not only protects their legacy, but also creates new sales opportunities across annuities, insurance, retirement products, and more.
For your role in supporting the process, you’ll earn $500 per completed estate plan. And by partnering with LegacyLogic, you retain control of your client relationships while offering a vital, in-demand service that builds lasting loyalty—and bridges trust across generations.
Add Attorney-Backed Estate Planning to Your Services and Unlock Additional Value for Your Clients!
OPPORTUNITIES ABOUND
The Great Wealth Transfer
A Game Changer for Forward-Thinking Financial Professionals
The largest generational wealth transfer in history is already underway—an unprecedented shift that makes estate planning more critical than ever.
Every single day, over 12,000 Baby Boomers retire, setting in motion a projected $68 trillion transition of wealth over the next two decades.
Yet there’s a major disconnect in the industry: while 93% of clients expect their financial advisor to offer estate planning services, only 22% of advisors actually do.
That gap is your opportunity—and LegacyLogic is your solution.
By partnering with LegacyLogic, you’re positioned to meet this soaring demand with confidence. You can provide an essential, modern estate planning experience—branded entirely as your own—while gaining deep insight into your clients’ full financial picture. This not only secures your role in their wealth transition strategy, but opens the door to additional assets under management, new revenue streams, and long-term loyalty from both current clients and their heirs.
The time to act is now. LegacyLogic empowers you to seize the moment—and lead the way.
12,000 Baby Boomers Retire Daily
Without Estate Planning, 70% of Americans Risk Legal Battles & Excessive Taxes
$68 Trillion Will Transfer Over the Next 20 Years
93% of Clients EXPECT Estate Planning Services, but Only 22% of Advisors Offer Them
HOW IT WORKS
Simple. Smart. Secure.
We Handle the Heavy Lifting.
LegacyLogic makes estate planning easy for both you and your clients—without sacrificing professionalism or peace of mind.
While we’ve made the process simple, estate planning is far too important to leave as a “do-it-yourself” task. LegacyLogic ensures every detail is legally sound, professionally managed and securely stored. Once completed, the estate plan lives in the client’s LegacyLogic electronic vault—an intuitive, always-accessible portal available 24/7 for updates, storage, and peace of mind.
Step 1
Assist client in answering 5 simple questions
Step 2
Setup 2 appointments with legal advisor
Step 3
Client participates in 2 brief phone calls
Step 4
Client meets with financial advisor to review & finalize
Step 5
Document Storage & Retrieval in Secure LegacyLogic Vault
You guide. We support. The client wins.
WHAT'S INCLUDED
Meet LegacyLogic: A Smarter Way to Plan Your Legacy
Your customized estate plan includes:
- A fully funded Revocable Living Trust
- Pour-over Will
- Durable Power of Attorney
- Healthcare Powers of Attorney
- Medical Directives
- Caregiver Companion Guide
- Document Storage and Retrieval in secure LegacyLogic Vault
Everything you need to protect your legacy — delivered efficiently and affordably.
A LIVING TRUST VS. PROBATE
Why Your Clients Need Estate Planning
LegacyLogic make estate planning easier than ever.
LegacyLogic makes estate planning easy for both you and your clients—without sacrificing professionalism or peace of mind.
Probate is more than just a legal process—it’s a costly, time-consuming, and public ordeal that can drain your clients’ estates and create emotional strain for their families. When a client passes away without a proper estate plan, the probate court steps in to decide who gets what and when. This can freeze assets, invite legal contests, expose private financial details, and delay distributions for months—if not years. In some cases, up to 30% of an estate can be consumed by court fees, attorney costs, taxes, and unnecessary delays.
Probate vs. a Living Trust
PROBATE
- COURT Appoints Trustee
- COURT Locates Heirs
- Last Will & Testment
- Distributes Assets Using the State’s Will or Yours
- Drawn Out with Court Delays
- Public Exposure Can Invite Contestability
- Court Costs, Admin & Attorney Fees, Frozen Assets & Delays
LIVING TRUST
- YOU Appoint Trustee
- YOU List Your Heirs
- Contains a Pour-over Will
- YOU Determine Distribution: who, when, how much
- Immediate Effect
- Private
- Negligible Costs, Entire Setup Takes About 2 Weeks
By guiding clients to set up a properly funded revocable living trust, you help them bypass probate entirely. This ensures their wishes are honored, their family’s inheritance is protected, and their financial legacy remains intact. Trust-based planning puts control back into the hands of your clients, offering clarity on “who gets what, when, and how”—shielding their assets from courts, creditors, and chaos.
LegacyLogic makes it easier than ever to offer this vital service. With a tech-assisted platform supported by attorneys, your clients can complete their estate plan in about two weeks—at a fraction of the traditional cost. Advisors handle the relationship and we handle the rest, ensuring you stay at the center of your client’s trust-building journey.
A trust protects a family’s inheritance from spend thrifts, predators, & creditors.
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Marketing Brochure
LEARN MORE
LegacyLogic in Action
Discover LegacyLogic’s simple process and learn how easy it is to offer modern, attorney-reviewed estate planning — and grow client trust.
ADVISOR VIDEO
CLIENT VIDEO
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Ready to Get Started?
Book a quick demo today — discover how easy it is to add attorney-backed estate planning to your services and boost your revenue. Call Now or complete the form below to request a demo.