Which professional network fits you?
Select your industry so we can show the right version of the Legacy Buddy opportunity.
Meet estate clients before they go cold.
Legacy Buddy helps households understand their estate readiness first, then connects them to the right attorney when there is context, urgency, and a clear next step.
The next generation does not want to be chased.
They want clarity first, and the right attorney when they are ready to act. Legacy Buddy gives them that path.
The Old Way
Legacy Buddy
From score to attorney-ready opportunity.
A free Legacy Score shows families where they stand across estate readiness, protection, financial health, and generational impact.
Missing wills, outdated documents, unclear beneficiaries, life-event changes, and estate complexity become clear next steps.
When a household needs legal support, you receive a better-timed opportunity with more context than a cold intake form.
Start with review. Grow into full planning.
Legacy Buddy gives attorneys a way to build trust early and capture higher-value estate planning work as household needs become more complex.
Earlier trust, lower friction.
Households with simpler needs can create or upload documents and request professional review. You provide comments, earn a review fee, and become the attorney they already know.
- Review DIY documents or platform-generated drafts
- Give comments without starting from a cold call
- Build trust before a full estate planning engagement
Complex matters routed with context.
When an estate is higher-value, multi-state, business-related, trust-heavy, or otherwise complex, Legacy Buddy can route the household to an attorney fit for the matter.
- Receive richer matter context before the first meeting
- Filter for client type, geography, and estate complexity
- Focus time on matters that fit your practice
Designed for real estate planning practices.
Households are engaged by their score and gaps before they are introduced to an attorney.
Understand household structure, assets, documents, and planning needs before the first conversation.
Create an earlier paid entry point for simple documents and document reviews.
As life changes and complexity grows, you are already the attorney the household knows.
Set preferences by state, matter type, household profile, and estate complexity.
Structured participation, clear disclosures, and client choice built into the platform experience.
Join before your market fills in.
Founding attorneys get early visibility as Legacy Buddy builds household demand and attorney coverage across states and practice areas.
- Smart Review eligibility
- Legacy Counsel opportunity flow
- Practice-fit filtering
- No upfront network fee
- Everything in Network Access
- Priority attorney listing
- Category and market visibility
- Direct discovery from engaged households
Meet households when the need is already clear.
Legacy Buddy is a consumer-directed access platform for generational wealth readiness. Families use their LQ™ Score to understand planning gaps, organize context, and request access to licensed professionals when they are ready for a conversation.
Not traditional lead gen. A readiness platform.
Households come to Legacy Buddy to understand their own planning gaps. When they ask for help, we organize the request and make it easier for the right kind of professional to connect with clear context and consent.
The Old Way
Legacy Buddy
Three steps. One warmer conversation.
Families use Legacy Buddy to understand broad readiness gaps across protection, estate, financial health, and generational impact.
When a household wants help, they choose the type of professional they want to speak with and authorize selected intake details to be shared.
Professionals set objective filters and respond to consumer-authorized opportunities. Fees are for platform access or visibility, not client conversion or assets.
A cleaner, trust-first way to meet planning-ready households.
Households ask for professional contact after seeing their own planning gaps and next steps.
Selected intake details can include goals, family structure, broad needs, state, and consumer-authorized information.
Designed around SEC Marketing Rule guardrails: consumer choice, clear consent, no adviser rankings, no endorsements, no success-based fees, and no advice by Legacy Buddy.
Approved professionals can be visible when households are looking for help in their category and area.
Set objective preferences such as professional category, state availability, service area, and capacity.
Home purchases, children, inheritance, caregiving, and retirement questions can bring households back with new needs.
Claim early visibility in your market.
Legacy Buddy is opening professional coverage by category and geography through a compliance-aware access model. Early approved professionals can apply for network access and add priority visibility before their market gets crowded.
- Consumer-initiated access requests
- Objective category and market filters
- No upfront network fee to apply
- Professional controls advice, suitability, disclosures, and client relationship
- Everything in Network Access
- Priority in-platform discovery
- Priority visibility in your category and market
- Consumer-directed contact opportunities with clear consumer consent
Get on the estate attorney network in 60 seconds.
Tell us about your practice. We will review and reach out with next steps.
Application received.
We will review and reach out with next steps. Want to skip the line and book your onboarding call now?
Book Onboarding Now →Estate planning demand is moving upstream.
Legacy Buddy helps attorneys meet households earlier, with better context, better timing, and a clearer path to future planning work.
Apply For Free →