eLegacy is a nationwide, fully virtual estate planning law firm built to support financial advisors and CPAs. Attorney-led work, coordinated execution, and complete coverage in every state your clients live in. Refer with confidence. We do the rest.
Most attorney referrals end the moment you make them. Ours don't. eLegacy works as an extension of your practice, so your client's estate plan gets done right and you stay informed throughout.
Financial plan and estate plan designed together. Decisions on titling, beneficiaries, and trust funding made with your input, not in isolation.
You see the plan as it takes shape, not just at the end. Sit in on calls or stay in the loop by email. Either works.
You get a named attorney and team for each client. Reachable. Responsive. Ready to talk through complex situations on a call.
One firm, every state. Clients who move, buy property in another state, or have a major life change are handled without starting over.
No competing for the relationship. No black-box referrals. Just the estate plan, done right.
Estate planning is one of the most personal conversations a client will have. We do the legal work. You stay close to the conversation, with built-in collaboration on titling, beneficiaries, and trust funding.
An attorney-led team handles discovery, drafting, signing, notarization, and the trust funding work most firms leave for the client. You don't chase paperwork. We close the loop.
From a first will to multi-state trust planning, blended families, special-needs structures, business succession, and federal-exemption strategy. The plan that fits your client is the plan we build.
eLegacy practices nationwide. A client in Idaho, a daughter in Florida, a vacation home in Arizona — all handled by the same team. No referral roulette.
Document-prep services and online platforms have added attorneys to their offerings, but their own terms make clear that what they provide isn't legal advice and isn't covered by attorney-client privilege. eLegacy is a law firm. Every client engagement begins with a real attorney, supported by a legal team. Conversations are privileged. The work product is legal work product. That is a meaningful difference when the situation gets complicated.
Working with eLegacy is like adding a legal branch to my advisory practice. They offer my clients reliable legal advice and individualized estate planning, while I remain the hero and captain of my client's financial team. eLegacy provides communication and support every step of the way.
eLegacy has elevated the quality of service we provide to our clients. Their commitment to seamless virtual collaboration and the value brought by their partnership have made them an indispensable ally. I wholeheartedly recommend eLegacy.
I have been very impressed with eLegacy's knowledge and professionalism. They have not only taught me valuable information but have taught it to my clients as well in a very easy-to-understand manner. I greatly appreciate working with eLegacy and trust them to take care of my clients.
Interested in learning more about partnering with eLegacy? Pick a time that works for you, and we'll be in touch to discuss how we can support you and your clients.