A better way to manage estate planning for your clients…
The Platform Includes:
Tools to help with a deceptively complicated area of your practice
We bring the technology solutions you need to both create and maintain your client’s estate plans throughout the years. As a Legacy Louisiana subscriber, you’ll gain access to a number of invaluable resources to assist you do the math and create the visuals, which takes into account Louisiana’s unique legal environment.
Risk Reduction
If you are like many attorneys, you created estate documents for clients years ago, and when you consider the inevitable call, it worries you. Even if you shifted the burden to the client in a closing letter, will you be prepared to handle the outcome, or will you be making excuses to the family?
Or, will you take action to properly serve your clients and families by bringing solutions to add clarity and help them along the way? Legacy Louisiana is your platform to help you reduce risk with your former, current, and future estate planning relationships.
A way for you to earn with consistency
Scheduled maintenance and reviews can significantly increase the success rate of any estate plan and largely helps to avoid the trouble that may come with outdated plans. With Legacy Louisiana, your clients can be placed on a systematic and reasonable quarterly fee for your services, which means you get compensated with consistency. We help provide the resources to help maintain, communicate, contract, and revive old client files, as well as service the new.