Technology-provider authentication
When portal sign-in is available, the identity provider verifies your account and returns your identity to the portal. Legacy-AI does not receive or store your provider password or authentication code.
Return to HomeSecure Client Access
Know what happens before you sign in.
Legacy-AI client portals are authenticated workspaces for organizing requested readiness information, saving progress, and preparing factual summaries for review. They are separate from the public inquiry forms.
Client-owned records
Portal records are associated with the verified email address used at sign-in. Server-side ownership checks limit ordinary client access to records belonging to that account.
Purpose-limited information
Provide only the information requested for readiness and administrative review. Never enter passwords, full Social Security numbers, full account numbers, access codes, medical records, or unnecessary confidential documents.
Storage and deletion requests
Saved information is processed by Legacy-AI and its website and authentication providers for portal operation and service delivery. You may request correction or deletion, subject to identity verification, active engagements, legal obligations, and required business records.
À La Carte Instruments
Request an individual document
Select your state and instrument, save a preliminary request, and route it for Q/A and professional review. A full estate-plan purchase is not required to request an instrument.
Start an Individual Document Request →Estate Readiness
Organize family and planning information
Create a readiness-only summary for professional review. No legal instrument or legal strategy is generated.
Continue to Estate Portal →Business Formation
Organize formation information
Prepare company, ownership, filing, and operational information. No filing or tax election is made through the intake.
Continue to Business Portal →Expanded Estate Service
LegacyCounsel ReviewDesk
Begin the factual client-intake pathway without waiting for an attorney assignment. Attorney review is required only after intake, before any legal-document approval, execution, or release.
Start Client Intake →Attorney Review
Review assigned estate plans
Authorized attorneys can review assigned matters, request corrections, approve exact document versions, and manage execution, notary, funding, and completion stages.
Continue to Attorney Portal →