See how to run your firm and your client experience in one single beautiful master vault.
Legacy Architects software is the only cloud-based software where you can securely collaborate with your estate planning clients throughout their entire estate planning journey in a beautiful master vault start to finish—without sending Word documents or Excel spreadsheets to your clients ever again.
Discover How to Create More Time and Profit Today 👇What you'll see in the demo
A real tour of both sides of the platform — the attorney's command center and the client's guided journey.
The Attorney Dashboard
Every active vault, every phase, every client — tracked on one screen instead of scattered spreadsheets.
The Client's Guided Vault
How your clients move through intake, design, and approval, all the way to drafting, signing, and funding — without you chasing them for documents or data ever again.
Estate Plan Studio
Your clients review and approve all of their personal information and tailored choices inside a clean, beautiful view they easily understand.
Intake To Signed & Funded
The full path that turns a prospect into a paid client with a completely funded plan — giving you consistent monthly revenue rhythm (finally).
"Wait — why do I need software for this?"
Because estate planning the old way means spreadsheets to track clients, email chains to collect documents, and Word files you copy-paste between every plan. It's slow, it's error-prone, and it caps how many families you can actually serve.
To be blunt: it's chaotic, it's expensive, and it keeps you working longer hours for the same result.
This is the system built to fix all of it.
Want to see it in action?
Get the full recording and watch a client move from intake to a signed, funded plan inside Legacy Architects.
I built Legacy Architects to be the system I always wished I had.
For years I struggled with the chaos of running an estate planning practice the manual way. So I created the software — and the practice system around it — that lets a solo attorney serve more families, deliver better plans, and build consistent revenue.
In the demo, I'll personally walk you through both sides of the platform so you can see exactly how it works.
Attorneys who run their practice on Legacy Architects
Real estate planning attorneys on what the software changed about their day-to-day.
I just want to say I'm really impressed with what you've built. I've been doing this for 10 years and I feel like I've finally found the Holy Grail of estate planning.
Legacy Architects is the key to creating an incredibly efficient and elegant client experience. It ensures every step of the estate planning process is handled smoothly — making it easier for both clients and attorneys while optimizing workflows and boosting client satisfaction.
Bonnie's ideas on management of data and client collaboration are priceless. She gets the virtual, digital world of today and helps the attorney use it to their advantage. Highly recommended!
The system's intuitive design, paired with a comprehensive and meticulous process, guides me through every step of the estate planning journey. Knowing the system accounts for every detail gives me the peace of mind and time to focus on growing my practice.
Bonnie has created a system that truly lets you work smarter and not harder. As an attorney transitioning into estate planning, I appreciate not having to reinvent the wheel.
I was desperate to find a way to be efficient as I built my tech stack. Enter Legacy Architects. In my first year, I doubled my gross revenue. Absolutely the best business decision I made.
It provides insights on streamlining processes, improving client interactions, and maximizing productivity. Whether you're new to the field or a seasoned attorney, it offers valuable, actionable steps to transform your practice.
Her insights on everything from client intake to managing updates are invaluable, and her systems are designed to bring order out of chaos.
I would not have been able to launch my solo firm without her expertise and systems. Bonnie delivers on the much-needed HOW to design your estate planning process — setting you on a path to time and money freedom.
Want a demo?