The AI revenue platform for estate planning firms

Turn inquiries into clients.
Faster than ever before.

Legacy Law captures leads in seconds, drafts complete wills and trusts in minutes, and keeps clients coming back for life — so your firm grows without adding headcount.

14-day free trial · No credit card required

Everything your firm needs to grow

One platform that handles the parts of the practice that don't bill — so your attorneys can focus on the parts that do.

Atticus

Your AI intake concierge. Replies to inquiries in seconds, holds the conversation, and books the consult on your calendar. 24/7, no human in the loop.

AI Document Assembly

Draft complete wills, trusts, and POAs from intake data in minutes. Attorney review points flagged automatically.

Client Retention

Life event triggers and automated plan reviews keep your clients coming back year after year.

Meet Atticus

From inquiry to booked consult — without lifting a finger.

Estate planning leads call three or four firms. Most don't hear back for hours. Atticus, your AI intake concierge, replies in seconds, holds a real conversation, answers questions, and books the consult on your calendar — every time, at every hour.

  • Replies in under 30 seconds, 24/7/365
  • Multi-turn conversation — handles questions, objections, intake
  • Books directly on your Google Calendar or Calendly
  • Sends confirmations and reminders automatically
  • Escalates to a human the moment it matters
  • Works with any phone system — Twilio, OpenPhone, RingCentral, Quo
Sarah M.Saturday, 9:47pm
Hi, my husband and I just had our second child — we're looking to set up a will and trust. Is this something you handle?
Hi Sarah — congrats on baby #2! Yes, we help families exactly like yours. Quick question: are you in Texas or out of state?
Atticus · sent in 12s
We're in Dallas
Perfect — Texas is our home base. I have Tuesday 3pm or Wednesday 10am open for a free 15-min call with attorney Geoff. Which works?
Tuesday 3pm works
✓ Booked. Calendar invite on its way — I'll send a reminder Monday.
Consult booked·Lead added to pipeline · 4 messages · 1m 38s
Smith_Family_Trust.docxDrafted in 2m 14s
THE SMITH FAMILY REVOCABLE LIVING TRUST
This Trust Agreement, made this 18th day of May, 2026, by and between Sarah Smith and Michael Smith, as Settlors and initial Trustees...
Attorney review
Confirm successor trustee designation — client mentioned brother only verbally during intake.
ARTICLE I. DECLARATION. The Settlors hereby transfer to the Trustees...
AI Document Assembly

Drafts in minutes. Reviewed by attorneys.

Skip the templated find-and-replace. Legacy Law assembles complete wills, trusts, and powers of attorney directly from your intake data — and flags the places that need an attorney's judgment.

  • Wills, RLTs, POAs, healthcare directives
  • State-specific language built in
  • Attorney review points flagged inline
  • Export to Word, sign with your preferred e-sign
30 sec
Average response time
2-3 min
Document draft time
3.4x
More leads converted

Built for the way estate planning firms actually work

Multi-firm DBAs

Run multiple firms or DBAs from a single pane of glass. Toggle pipelines per brand.

Life-event retention

Auto-trigger reviews when clients have a baby, move states, or hit a milestone.

Attorney-grade compliance

State-specific drafting, attorney review checkpoints, audit trail on every doc.

Ready to grow without growing headcount?

See what Legacy Law can do for your firm. Book a 20-minute walkthrough — we'll show you a live demo with your own intake data.