Digital Reports
Legacy Portal’s unique digital reports are a fast, effective way for you to communicate with your clients.
Sent directly to clients through the Legacy Portal platform, these easy-to-follow step-by-step guides talk clients through each stage of their estate planning.
The Power of Paperless Estate Planning
Our reports outline clearly the client’s details, the particulars of their estate, and the various planning options available to them, with dropdown information on any legal terms that may need clarification.
This paperless approach to estate planning speeds up the initial administration process, enabling you to be more time efficient while delivering a seamless onboarding experience for your clients.
Legacy’s digital reports are white labelled for you to customise with your own branding. Bring the look of your digital documents in line with the rest of your practice to create professional synergy across your whole business.
Digital does not mean impersonal. Digitised estate planning fosters stronger client relationships by enabling timely responses and simplifying the communication of intricate estate planning concepts, ensuring a smoother and more effective interaction with clients.
Recommendation Report
Legacy Portal’s Recommendation Report draws on personal information input by the client in their Fact Find for swift, tailored suggestions and personalised, illustrative videos. Delivered directly to clients via the Legacy Portal app, the report is available for them to absorb and review at their leisure.
- Comprehensive breakdown of a client’s estate
- Recommended estate planning options
- Digitised explanations on all recommended products
- Suggestions for additional asset protection and further estate planning options
Personalised, educational animations
Recommendation Reports draw on personal information input by the client in their Fact Find. Together with your recommendations, the report demonstrates the various estate-planning solutions best suited to the client’s needs through a series of unique, educational animations.
These videos, which are personalised with the clients’ names and those of their family members, help individuals identify emotionally with the future outcomes and eventualities presented in the report.
Paperless Estate Planning Platforms
It all starts with Legacy Software. A combined document drafter, legal CRM, and integrated secure client communication system. Everything you need to run your estate planning practice.
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Based on adviser and client needs, we are constantly innovating and adding new features to the legacy family like our AI Adviser Chat, Case Tracker, and integrated Messaging.
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Our innovative client-facing estate planning platform. Legacy Portal elevates your customer service and client experience, with a client Fact Find feature, digital reports within 48 hours and personalised educational animations.
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However you wish to operate your estate planning practice, we have the Legacy packages and white labelling options to fit around you and your business.
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