You’ve had this moment before.
A client without a basic will. A trust that’s ten years out of date. A business with no succession plan. An incapacity event that breaks your generational client retention.
You know your clients need an estate-planning attorney — but referring them into the unknown feels like a gamble. Will the attorney treat them well? Will the work actually get done? Will you ever hear how it went? The alternatives have their own challenges: DIY templates are often insufficient. In-house counsel adds risk and cost. What else is there?
You want to help. You just need a better door to send them through.
It’s more than a referral. It’s your own estate-planning pathway.
LegacyKey gives you what feels like an in-house estate-planning offering — without you ever practicing law. You get your own advisor dashboard and a personal portal link you can send to clients in seconds. Your client walks through a licensed LegacyKey attorney’s process from that link, and you watch their progress move forward in real time from your dashboard — status, milestones, completion — without ever seeing privileged details or touching the legal work itself.
To your client, it looks and feels like your solution. Behind the scenes, a licensed attorney carries the legal load. You stay firmly in your lane, add access your competitors don’t offer, and finally get visibility instead of handing clients off into a black box.
Your own platform, not a handoff
A personalized advisor dashboard and your own client portal, so estate planning access feels like a coordinated part of what you offer.
Watch the progress, not the privilege
Track every client as they move through the attorney’s process — where they are, what’s done, what’s next — with confidentiality fully intact. You see their status, never privileged details.
Own the experience, skip the liability
LegacyKey attorneys carry the legal relationship and do the work, so you can offer an access pathway while steering well clear of the unauthorized practice of law.
You want to offer this. You just need a way to do it that’s yours… without becoming a law firm.
Why a waitlist?
We’re onboarding advisors in stages to keep the network high-quality and make sure every attorney can give your clients real attention. Join the waitlist now to claim your spot early, get first access when we open in your area, and help shape how the advisor program works.
Give your clients a better place to land.
Add your name to the advisor waitlist and we’ll reach out as LegacyKey attorneys become active in your region.
Tell us a little about you and your practice — it takes about 30 seconds, and it’s the first step to getting your clients an estate plan.