We route decisions — not leads.
Legacy Buddy helps families see what is missing, get organized, and move when they are ready. That gives professionals earlier visibility into real intent — not just another cold lead.
Customers can discover professionals directly in-platform — creating hot leads when they choose who they want to work with.
Insurance, estate, wealth — routed by fit.
Legacy Buddy matches households to the right path based on readiness, complexity, and life stage.
More control than a normal lead platform.
Pros can actively seek opportunities, preview the household first, and engage only where there is signal.
Actively review opportunities instead of waiting for blind matches.
See the household and planning context before engaging.
When a customer chooses you directly in-platform, that is a hot lead.
Legacy Buddy is paid on successful routed meetings.
Preview opportunities, review fit, and manage engagement through the professional dashboard.
Upstream from the platforms that start later.
Most tools help after the client relationship is already inside a planning workflow. Legacy Buddy starts earlier with the score, builds structured intake, and routes when the household is ready to act.
The system of record families return to.
Life events keep the household active — which keeps the pipeline warm for the right professional at the right time.
Better context before the first conversation.
Repeat demand as households change over time.
Better cases, better timing, better engagement.
Readiness, documents, milestones, and next steps in one place.