Prepare
The client organizes household, property, fiduciary, beneficiary, and existing-document information in a guided readiness intake.
LegacyCounsel · By Legacy-AI Consulting
Estate readiness organized for the client. Governed by the attorney.
LegacyCounsel brings guided intake, state-specific readiness pathways, AI-supported education, and controlled professional review into one coordinated experience.
One coordinated pathway
From first conversation to attorney-controlled completion.
Each stage has a distinct purpose, owner, and decision boundary.
Screen
Jurisdiction and complexity flags identify matters requiring licensed-professional review before document activity proceeds.
Review
The assigned attorney evaluates the client profile, approved templates, open questions, and state-specific requirements.
Release
Only the attorney controls approval, correction, execution instructions, and final client release for an authorized version.
Designed for accountable service
A professional operating layer for estate-planning readiness.
Guided client readiness
A structured path reduces incomplete information and prepares clients for a more focused professional conversation.
Attorney review workspace
Review status, notes, corrections, version history, and release decisions remain separated from client self-service.
State pathway controls
Jurisdiction-specific packages remain identified by preparation, attorney-review, and release status.
AI-supported training
Plain-language instruction helps users understand the process without presenting AI output as legal advice.
Existing-document intake
Clients can identify a current will or trust for controlled professional review through the appropriate protected workflow.
Audit-ready governance
Consent, exceptions, assignments, review decisions, and release status can be documented across the matter lifecycle.
Professional authority stays where it belongs
Technology organizes the work. Licensed counsel makes the legal decisions.
- No unrestricted legal-template release
- No AI determination of legal sufficiency
- No client execution without required approval
- California and Florida retain supplemental attorney screening
LegacyCounsel
Build a clearer, more controlled estate-readiness experience.
Start with a focused conversation about the organization, clients, jurisdictions, and professional-review model the platform must support.