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Missing wills, outdated documents, unclear beneficiaries, life-event changes, and estate complexity become clear next steps.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
- Customer-facing attorney listing
- Category and market visibility
- Direct discovery from engaged households
Cold leads are dead.
Get verified, high-intent households with full financial context — Plaid-connected, asset-verified, ready to meet. Not another form fill.
Stop paying for traffic. Start meeting clients.
Households self-qualify before you ever see them. You preview the data, then decide.
The Old Way
Legacy Buddy
Three steps. One verified lead.
A free Legacy Score, like a credit score for generational wealth, pulls families in and shows them exactly where they stand.
Plaid plus other integrations verify accounts, property, and gaps in real time. No guessing. No padding.
Set your filters. Preview the household. Buy the lead or get routed at peak intent. Your choice, every time.
Built for closers. Built for compliance.
Real assets. Real gaps. Real urgency. See it before you spend a dollar.
Family structure, goals, and exactly why they need you, handed to you upfront.
Marketing and referral-fee rules built in for the wealth and insurance industry.
When a household picks you directly from the marketplace, that is a hot lead.
Net worth, household type, line of business. Only see what matches your practice.
New baby. New home. New trigger. Same household, returning to the platform.
Get in before your area locks up.
Founding partners get visibility in their category and zip code before later pros compete for the same demand.
- Verified household previews
- Pay-per-meeting pricing
- 50-state compliant routing
- No retainer, no contract
- Everything in Network Access
- Direct in-platform discovery
- Featured in your category and area
- Hot leads from customer-initiated picks
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.
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