For estate-planning & elder-law firms
Keep every plan current. Help every family feel prepared.
LegacyCare gives each firm a branded workspace to run ongoing plan maintenance — annual reviews, follow-up and family readiness — while legal documents stay in the systems you already use.
Annual check-ins
A friendly questionnaire clients can finish in minutes, compared with last year and routed to your review queue.
Verified follow-up
Attorney-assigned tasks with checklists. Clients submit; only your staff verify, with who and when recorded.
Family preparation
Firm-approved modules for executors, trustees and helpers — shared explicitly, revocable anytime.
Review packets
Printable annual summaries built from recorded facts, approved by an attorney before sharing.
Families
Prepared, not blindsided
Executors, trustees and helpers learn what to do — with only the materials your firm explicitly shares, revocable anytime.
Clients
A check-in that takes minutes
Large, friendly questions your clients can finish on any device — compared with last year and routed to your review queue.
Your firm
A workspace your whole office can run
Assign households to attorneys and staff, track reviews due, and see every follow-up in one queue. Each firm gets its own branded workspace — logo, colours and tone stay yours.
Set up your firmSimple firm pricing
Software subscription for your firm. Your households’ care-program fees are set and collected by your firm, not LegacyCare.
Practice
$399 / month
Up to 250 active households
- Up to 250 active households
- Annual check-ins & review queue
- Follow-up tasks with staff verification
- Family preparation modules
- Printable annual review packets
Growth
Larger practices$799 / month
Up to 1,000 active households
- Up to 1,000 active households
- Everything in Practice
- Multiple attorneys & staff teams
- CSV import & export
- Priority onboarding support
Optional guided onboarding: $1,000 one-time, shown separately. Proposed list prices; subject to change.
What LegacyCare is not: it does not give legal advice, store or upload legal documents, or certify that a plan is valid. Integrations such as Lawmatics are planned, not currently connected.