For estate planning attorneys
Every client, back in front of you once a year.
Legacy Guard is the annual review your clients actually finish, under your firm's name. It flags what changed, keeps the plan from going stale, and gives families a safe place for the stories your firm should never have to hold.
Free for firms. No revenue share, no referral fee, no payout. Money only ever moves from a client or a firm to Legacy Guard.
Why firms use it
The review that gets done, and the call list it writes
Clients come back every year
The review date is set once. Legacy Guard sends the invitation, the pre-notice, the reminder, the day-of note, and two follow-ups, and stops when the review is done. You do not chase anyone.
Flags tell you what changed
A move, a birth, a death, a sold business, a trustee who can no longer serve, a funding step never finished. Each lands on your dashboard with a one line summary and a digest email.
Fewer stale plans
Plan Health gives every household a number and the two moves that would raise it. The At risk list shows a review more than 30 days overdue or a score under 50, with a one click reminder.
A reason to call
Every flag carries Propose meeting. Every client has Request a meeting on their home screen. The conversation list writes itself.
Watch
The annual review, from the client's screen to your inbox
Six segments in about 25 minutes. The client answers; a flag lands with your firm with a plain summary of what to look at. A move to another state carries the new state's rules.
Segment 1: Your information
Anything changed this year?
Moved to Texas
Segment 2: Your objectives
Is each goal still important, and does the plan meet it?
Yes, all six
Segment 3: How the plan is built
Still happy with the structure of your plan?
Yes
Segment 4: The people in it
Still the right trustees, agents, and executors?
Let's discuss one
Segment 5: Funding
Is each asset still connected to the plan?
One not sure
Segment 6: Wrap up
Your stories, traditions, and values. Anything new?
Certified and sent
Firm inbox
Pinnacle Legacy Law
Moved to Texas
Review the trust schedule. Texas is a community property state with no estate tax.
Propose meeting ยท Mark handled
- 1Six short parts, about 25 minutes. It saves as you go.
- 2A yes never changes your plan. It tells your firm where to look.
- 3Flags land with your firm, with a plain summary and a Request a meeting button.
The firm portal
Everything your office needs, nothing it should not have
Households
Add one at a time or import a CSV with a preview that flags every bad row. Married or single, each person's email, the state, the review month, and the fee level.
Reviews and lead-up emails
Pick the household, set the date, tick the objectives the plan was built for, choose whether to include the funding checkup. The six step email sequence runs itself.
Answers side by side
Both spouses' answers in two columns with differences highlighted. Flags, funding tasks, assistant questions, the reschedule history, and dated review records.
Flags and tasks
Open and handled, with Propose meeting and Mark handled. Funding, assistant, legacy, aftercare, and appointment tasks.
Meeting requests
A reason and preferred times from the client, marked scheduled by your staff.
Quiet check-ins
Households that have gone quiet far longer than their own normal, with the tier and last activity. Nothing is ever released from here.
Law updates by state
Write and release your own pieces. Legacy Guard's master library covers every state and each state on its own; your clients see the ones for their state.
Staff roles
Attorney, admin, and paralegal. Paralegals read every household and handle flags but cannot report a passing, buy seats, or change settings.
Your branding
Your name, logo, and colors on every client screen and every email, with a small Powered by Legacy Guard line.
Schedule
A 12 month grid of review counts. Move households between months with a busiest month warning.
Exports
A zip of documents, the plan visual, review records, events, and flags for your own files. Never a story.
Referrals
Clients send a parent, child, or friend. You see who was sent, who was contacted, and who became a client.
The business model
Free for firms. Complete, your way.
Every household you add is on Basic at no charge: the review, meeting requests, reminders, your law updates, Plan Health, check-ins, milestones, people, referrals, and export. Complete adds the whole Stories side and the rest of the Plan side.
- Let clients pay. $149 a year or $14.99 a month, by card, with a 30 day trial.
- Prepay Complete seats. Blocks sized to your book of clients. One seat covers one household for one year. Assign and release from the household page.
- Fold it into your fee. Many firms include Complete in their own engagement so the client never sees a Legacy Guard charge.
Complete seats for firms
Seats come in blocks sized to your practice, priced by the size of your own purchase, never by what any client pays. Firm pricing is shared in your demo.
A firm releasing its own seat is not a lapse for the client.
Onboarding
Live in an afternoon
- 1
Request a demo. We set up your firm with your name, colors, logo, and state.
- 2
Invite your staff. Each person gets a role: attorney, admin, or paralegal.
- 3
Add households, one at a time or by CSV, with a review month for each.
- 4
Legacy Guard sends the invitations. Clients sign in with an email link under your brand.
- 5
Read the answers as they come in. Call the people who flagged something.
What does Legacy Guard cost a law firm?
Nothing. Firms pay nothing to join and every household they add is on the free Basic plan. A firm can prepay the Complete plan for clients in blocks of 10, 25, or 50 seats, or let clients pay for Complete themselves.
What does the firm see?
The whole Plan side of each household: the review answers side by side, flags, tasks, meeting requests, documents, the people in the plan, funding, and Plan Health. The firm never sees a client's stories, letters, recipients, or the guide, not even a count.
How does the annual review reach clients?
The firm sets the review date, usually one year from signing. Legacy Guard sends the invitation, a pre-notice 30 days before, a reminder 7 days before, a note on the day, and two follow-ups. Each step goes once, and the sequence stops when the review is complete.
What happens when a client flags something?
The flag lands on the firm's dashboard and in a digest email with the household, the answer, and a one line summary. Each flag has Propose meeting and Mark handled. A move to another state carries a plain summary of the new state's rules.
Does the firm approve the release of stories after a death?
No, and that protects the firm. The firm can report a passing and attest to it. Two different people at Legacy Guard verify it through a checklist, a waiting period passes, and only then is anything released. The firm is never the one who decides.
Can we brand it as our own?
Yes. Clients sign in under your firm's name, logo, and colors, with a small Powered by Legacy Guard line. Every email carries your firm's name.
How many staff can sign in?
Each firm has a number of staff logins set when the firm joins. Staff have one of three roles: attorney, admin, or paralegal. Paralegals read every household and handle flags but cannot report a passing, buy seats, or change settings.
What does a firm need to get started?
A list of households with a name, each person's email, the state, and the review month. Add them one at a time or import a CSV. Set your firm's state so the right law updates reach your clients.
See it with your own households in mind
A thirty minute walkthrough of the client screens, the firm portal, and a release from report to delivery.