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 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 with the math and create the client-friendly visual presentation, which are uniquely adapted to Louisiana’s unique legal environment.
Risk Reduction
If you are like many attorneys, you created estate plan 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? Will you be making excuses to the family about an outdated plan?
Or, will you take proactive steps to properly serve your clients and their families by bringing them solutions for increased clarity? Legacy Louisiana is your platform to help you reduce risk with your current, former, and future estate planning relationships.
A way for you to earn with consistency
Scheduled estate planning maintenance and client reviews can significantly increase the success rate of any estate plan and it can help avoid the trouble that may arise with outdated plans. Client’s families, assets, liabilities, objectives, and the law, can change each year. With Legacy Louisiana, your clients can be on a systematic and reasonable quarterly fee for your services, which means you get compensated with consistency for the work you do along the way. We help provide the resources to help communicate, contract, maintain, and revive new and old client files.