Legacy Estate Planning Solutions

Document Creation Simplified


Start Page
Create/Update Client Information
Client Information Summary
Will Input Screen. Each document has its own information input screen.

One of the handiest features is the ability to create client pairs. This is ideal for couples who need reciprocal documents.
Paired clients information summary.
When creating reciprocal documents, the reciprocal fields are automatically populated. In this instance, each member of the couple is named as the other's agent without any additional data entry.