Estate planning is the last box most advisors never close with their clients. Financial plans, insurance reviews, tax strategies — all advance, year after year — while wills, trusts, and powers of attorney sit on the "I'll get to it eventually" list. Meanwhile probate courts fill with families navigating preventable conflict.
LegacyKey exists to close that box.
The program
We sell a productized service package to estate-planning attorneys. Four things in one license:
- The method — LegacyKey's proven referral-coordination workflow, validated against a 10× baseline conversion rate at ~90× the industry's typical speed.
- The trademark — "LegacyKey" sublicensed to each attorney firm.
- The marketing suite — done-for-you branded collateral tiered by plan.
- The operating system — a multi-tenant platform that runs the referred-client journey end-to-end.
Attorneys pay a flat monthly member license at one of four tiers — CORE, ELITE, ENTERPRISE, and EXCLUSIVE (inquire-only). Current rates are on the pricing page. Never per-client-matter, never a percentage of the legal fee. Structured this way for compliance reasons.
Pilot results
A live pilot returned 50% client engagement in 48 hours from a 1-hour advisor presentation — versus an industry baseline of roughly 8% over 6 months. That validates the method, not just the marketing.
What's next
Phase 1 is the internal operating system for JLP with multi-tenant foundations baked in from day one. Phase 2 opens the platform to additional attorney licensees through getlegacykey.com. Phase 3 lands accessibility, load testing, observability, and production cutover.
Ready to license? View our pricing and tiers or reach out through our contact form — we follow up within 2 business days.