More prospects. More clients. More referrals.

ESTATE PLANNING MADE AFFORDABLE, FAST & EASY

The US legal system is expensive, but protecting your family shouldn’t be. Many people don’t have an estate plan because they can’t justify many hours of attorney fees. We created LegacyLock to solve this problem; because everyone should have access to affordable, attorney drafted solutions to protect their family and give them peace of mind. The law is complex, our software makes it easy.

Why You Need: Estate Planning For Your Clients

Do You Know Your Clients?

Elevate Your Business With Powerful, Proven Software.

LegacyLock

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Decades of estate planning experience, plus years of software development combine to put a Comprehensive Estate Plan in your client’s hands in just a few minutes! Our system has dozens of customization features to allow you to craft a Comprehensive Estate Plan, written by attorneys but customized by you to fit your client’s needs. You can download your client’s complete plan in a matter of minutes after you finish the interview.

For further details regarding this compelling marketing initiative or any other exciting programs, please reach out to your dedicated Sales Director at 800.255.5055.