You've spent years helping your clients grow their wealth. Don't let the planning stop there. eLegacy is the partner who helps you protect it — strategizing on each client's unique needs, keeping you involved at every step, and aligning the whole team on the outcome.
Less "attorney referral," more "shared operating model."
Financial plan and estate plan designed together, not in sequence.
The advisor sees the plan throughout the process, not just at the end.
A partner always there to engage and support — not a referral you make and step away from.
Coordination spans years, not a single matter.
Estate planning works best when financial advisors, CPAs, and attorneys work together. We make it simple to get everyone around the table.
Join meetings as quarterback or observe from the sidelines. Either way, you stay informed and we coordinate on taxes and titling.
Decades of estate planning expertise and a client experience that reflects well on the advisor who referred them.
No more blind referrals or Google searches. eLegacy works virtually nationwide — wherever your clients live.
With the largest wealth transfer in U.S. history underway, estate planning is the moment to connect with your clients' children and heirs.
"Thank you — it feels so good to have that done." When your advice got them there, that trust carries to the next generation.
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.