Deliver Legacy OS to Your Clients
White-label our platform, serve more clients, and create a new revenue stream for your practice. Everything you need to modernize your estate planning services.
Why Choose Legacy OS for Your Practice
Scale Your Practice
Serve more clients without increasing overhead. Our platform handles the routine work so you can focus on high-value advisory services.
Recurring Revenue
Create predictable monthly income with subscription-based services. We handle billing, support, and platform maintenance.
White-Label Branding
Present the platform as your own. Custom domain, logo, colors, and messaging that matches your firm's brand identity.
Client Success
Improve client outcomes with tools that keep them engaged, educated, and protected year-round, not just at signing.
Platform Features
Everything you need to run a modern estate planning practice
Custom Branding
Your logo, colors, and domain
- Custom subdomain or domain
- Upload your firm's logo
- Custom color scheme
Client Management
Track and manage all your clients
- Client dashboard
- Plan status tracking
- Communication tools
Revenue Share
Earn recurring income
- Competitive revenue split
- Automated billing
- Monthly reporting
Admin Dashboard
Complete control over your tenant
- User management
- Analytics and insights
- Configuration settings
Compliance Ready
Built with legal requirements in mind
- State-specific templates
- Audit trails
- Document versioning
Training & Support
We help you succeed
- Onboarding assistance
- Marketing materials
- Dedicated support
Join Leading Estate Planning Professionals
Attorneys, financial advisors, and wealth managers trust Legacy OS to deliver exceptional estate planning experiences to their clients.
How It Works
Schedule Your Demo
Book a personalized demo to see how Legacy OS can transform your practice. We'll walk you through all features and answer your questions.
Customize Your Platform
Work with our team to configure your branding, domain, and settings. We'll help you create the perfect experience for your clients.
Launch & Grow
Start inviting clients to your new platform. We provide ongoing support, training, and marketing materials to help you succeed.
Ready to Transform Your Practice?
Schedule a demo and discover how Legacy OS can help you serve more clients and create recurring revenue.
Request Demo