For estate-planning & elder-law firms
LegacyCare
Keep every plan current.
Help every family feel prepared.
A dedicated workspace for ongoing plan maintenance, annual reviews and family readiness. Your relationships stay at the centre.
Care that continues beyond the signing.
Your firm. Your clients. A shared sense of preparedness.
Ongoing care, thoughtfully organised
Stay close to the people behind every plan.
Annual check-ins
Keep up with changes in your clients’ lives, with answers ready for your firm to review.
Thoughtful follow-up
Give every next step an owner. Your staff review and verify submitted work.
Family preparation
Share preparation resources with the right people, with access your firm controls.
A clear annual record
Bring recorded changes and follow-up together in an attorney-approved review packet.
For the whole family
Prepared, not blindsided.
Help executors, trustees and authorised helpers understand their next steps. Share education, contact details and document locations deliberately — never simply because someone is family.
Visit the fictional family workspaceKeep the conversation going
Life changes. Make room to check in.
Give clients a calm place to record changes, ask questions and complete assigned follow-up. Your team reviews the details and decides what comes next.
Legal documents remain in your existing system. LegacyCare keeps the maintenance work connected.
A lasting relationship starts here