Get out the vote—help us spread peace of mind with 1 easy click

Legacy Studio is a finalist in an “automated legal product” contest, and WE NEED YOUR VOTE so we can expand access to expert estate planning counsel to more people with our innovative product idea!

Please click this link: https://info.afterpattern.com/news/legal-products-competition-finalists

and vote for us:
Estate Planning Product-Service Hybrid (submitted by
Legacy Studio)  

Surveys consistently show that a large majority of adults do not have a Will with most people citing “cost” and “access to an attorney” as the biggest barriers to having an estate plan.

The typical estate planning process requires multiple meetings plus time for drafting documents and revisions. This product will automate part of the process which will allow expert planners to service clients with less billable time, and the benefit for clients will be a lower cost, expertly-drawn estate plan.

The fully automated products currently offered on the web intentionally provide no attorney-client relationship, but clients need legal advice to make decisions regarding their estate plan and to enter appropriate data. There is a reason that law school textbooks are full of cases about homemade Wills: ambiguities and contradictions abound when estate planning is done without expert counsel. An automated legal document is only as good as the data entered into the form, and the fully automated products currently offered do not provide sufficient explanation or guidance. Our product will include both bite-size written explanations and engaging videos which answer the questions we are routinely asked in client consultations. As they enter data, clients will be attending a virtual seminar on estate planning featuring an engaging and accessible expert. The benefit for clients will be better quality documents that promote post-death peace in the family instead of documents that give rise to avoidable disputes among heirs.

Estate planning documents executed without lawyer supervision are nearly always executed improperly and often not in accordance with state specific law. The primary objective in preparing a Will is gaining peace of mind that your affairs are in order, but fully automated products cannot satisfy this primary objective when they leave clients to sign documents on their own. Using our product, clients will meet with a licensed, expert attorney to sign their documents at what we call an “implementation meeting” – the service part of the product-service hybrid. This meeting provides clients the peace of mind that their estate plan is in perfect order.

The cost for access to the product is a flat fee in the neighborhood of $599 for single people and $699 for couples. The product will be limited to clients with very straightforward situations (ex. leaving all assets equally to all children.) Offering this product will allow our law firm (and eventually other law firms) to serve more clients annually and allow more and differently situated clients to get a Will by automating part of the process.

We truly appreciate your support and YOUR VOTE MATTERS!  

Please click this link: https://info.afterpattern.com/news/legal-products-competition-finalists

and vote for us:
Estate Planning Product-Service Hybrid (submitted by
Legacy Studio)  

Voting ends Monday, August 23rd, so please vote before then and spread the word—if we win, many more people will get the peace of mind that comes from having an estate plan in perfect order.

The Legacy Studio Team
Rebecca, Deanie, Laurie, Chandler, Keelin, Reg, Daniel, Beth & Nola

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