Paperless Estate Planning App
Manage your clients' entire digital journey and secure communications.
The Future of Estate Planning is Here
As an innovative client-facing app, Legacy Portal smooths the customer journey, elevating your services with a client Fact Find feature, speedy digital reports, and personalised educational animations. Improve accessibility to your estate planning services and use the Legacy Portal app to connect with your clients and build firm working relationships.
Legacy Portal is a client app, enhancing the relationship with your customer and removing the barriers in communication between you the advisor and your client.
Get to know your clients and understand their needs ahead of time with Legacy Portal’s Fact Find, a digitised personal information form for clients to complete at their convenience.
Streamline your onboarding process with digital ID verification, eliminating hours of paperwork and saving precious time for advisers and clients.
Generate tailored digital reports for clients within 48 hours at the click of a button!
Improve your productivity, customer experience, and audit trails thanks to Legacy Portal’s bespoke, comprehensive product reports.
Deliver enviable customer service with encrypted, secure messaging that ensures privacy and confidentiality for all client communications. Maintain clear audit trails for transparency and compliance.
Explain complex estate planning products to clients with ease using Legacy Portal’s unique and personalised video animations.
Easily share legal documents with clients through Legacy Portal, where they can securely store and access them on-demand, anytime, anywhere, ensuring critical documents are always at their fingertips.
Customise the look of your digital reports and documents in line with your own branding thanks to Legacy Portal’s white labelling.
Benefit from Legacy Portal’s in-app customer referrals and notify current clients when it’s time to review their planning.
Legacy Portal: the hard stats
Our portal has been used to process over NaN forms and documents and satisfy more than NaN clients.
We're incredibly proud to have empowered so many clients and streamlined their estate planning journeys.
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Secure forms sent
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Happy Clients
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More Than a Digital Platform
Legacy Portal represents the next step in estate planning innovation. Created by experienced advisers, it is designed to be client-friendly and fully compliant, allowing you to deliver estate planning excellence with convenience and ease.
Far from being an impersonal tool, Legacy Portal’s digital approach makes estate planning an emotive, inclusive experience for your clients.
Using unique, personalised animations, easy-to-digest reports, and simple product explanations, Legacy Portal transforms the sometimes-difficult task of estate planning into an easy and accessible journey, smoothing the way for both the client and the adviser.
Legacy Portal For Life
Beyond its initial onboarding and planning advantages, Legacy Portal helps advisers unlock continued revenue opportunities by deepening client relationships.
Gain New Referrals
As advisers ourselves, we understand that an investment in new software ultimately needs to drive new business. That’s why Legacy Portal asks clients if they’re happy to refer their adviser to friends and family. Effortlessly capitalise on your clients’ satisfaction, and convert it into a stream of referrals.
Review Notifications
With Legacy Portal, advisers can discreetly prompt their clients when the time is right to revisit their estate planning. This thoughtful gesture allows clients to stay proactive in managing their estates while reinforcing the valuable connection between them and their adviser.
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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Demo
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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