At Legacy Estate Planning Solutions, we're dedicated to simplifying the process of creating estate planning documents for attorneys whose primary practice area is not estate planning. Our flagship software, Legacy, is designed to streamline and expedite the production of essential estate planning documents, ensuring minimal disruption to your existing office procedures. Specifically, Legacy was designed for attorneys whose practice is what we call "estate planning adjacent," that is, for attorneys whose representation naturally touches, directly or indirectly, estate planning needs and issues. Real estate attorneys, family law attorneys, personal injury attorneys all assist clients through major life changes that inevitably give rise to estate planning needs. Legacy allows these attorneys to capture that opportunity with minimal time and financial overhead.
Legacy is a user-friendly web application that enables attorneys to quickly generate simple, high-quality estate planning documents with ease. Its creator, Mark Lattimore, is a paralegal for a small real estate law firm. Several times a week, new homeowners asked the firm whether they prepared wills. For years, the firm referred that business elsewhere, not wanting to disrupt the carefully designed workflow so important in sustaining an efficient real estate practice. Tired of giving up that additional revenue opportunity, Mark, with the blessing of the firm's owner, developed Legacy to allow the firm to assist clients with their estate planning needs without the need for extensive training or significant changes to the existing practice. Documents are created using either stock templates or your own preferred forms, making the end product fully customizable. And in the event you have a client with needs that don't fit neatly into your usual form, documents are produced and saved as fully editable Word files for post-creation editing.
Ok, so "us" is really "me." My name is Mark, and I created Legacy Estate Planning Solutions to bridge the gap for attorneys who occasionally assist clients with their estate planning needs but may not have the volume to justify comprehensive, expensive document software solutions. With years of experience as a paralegal and a passion for software development, I understand the challenges that come with managing complex legal documents and the importance of efficiency and accuracy.
Feel free to connect with me to learn more about how Legacy can enhance your practice and productivity. Together, we can make estate planning simpler and more efficient for you and your clients.