For estate attorneys
Turn unfinished personal property work into an ongoing planning relationship.
Legacy Heirloom gives your clients a more effective way to complete their personal property plan while your firm stays engaged with them for years to come.
The documents may be signed, but the plan is not complete.
You've guided your clients through difficult decisions about death, money, family, and the future. By the signing meeting, they are ready to put the emotional weight of the process behind them, confident that their affairs are in order.
Then they reach the blank tangible personal property memorandum. Completing it at home can feel like the start of another demanding project just as they thought the work was finished.
Many set it aside and never return to it. Others complete it once and allow it to become outdated. Your firm may not know whether the work was done until the information is needed years later.
A more approachable way to continue planning after signing.
Legacy Heirloom turns tangible personal property planning from an overwhelming, one-time assignment into an engaging, story-centered process clients can continue over time.Clients document the belongings that matter to them, preserving what each item is and the significance it holds while adding wishes and practical details as they evolve. Each small interaction builds a more complete and current personal property plan.
What Legacy Heirloom does for your practice
A more complete personal property plan for your clients, and a planning relationship that stays active long after the documents are signed.
Provide a more comprehensive personal property plan
Clients build a living record that ties each item to its photos, story, and wishes, capturing the reasoning and family context legal documents are not designed to hold.
Enhance your firm's visibility
Client activity signals when circumstances change, giving you natural reasons to reconnect. A branded experience keeps your practice in front of family members and fiduciaries.
Differentiate your services
Legacy Heirloom turns your commitment to comprehensive relationship-based planning into a meaningful client benefit without adding work for your staff.
How It Works
Extend your client experience without creating another staff-managed process.
- 01
Introduce it through your planning process
Establish the value during the consultation or design meeting and provide access at signing. For existing clients, a plan review works just as well.
- 02
Clients build a plan their families can use
Clients document belongings, stories, and intentions, and can invite family members and trusted advisors to view, contribute, and add context.
- 03
Clients generate a digital Tangible Personal Property Memorandum
The report is sent automatically to your firm. Clients keep revising their wishes and generate an updated report whenever intentions change.
- 04
Updates create reasons to reconnect
New family members or revised recipients may signal a broader change. Your firm is notified, creating a natural opening to review the estate plan.
Become a Founding Firm
Be among the first estate planning firms helping shape a better approach to personal property preparation.
Individuals and families are already using Legacy Heirloom to capture the stories, practical details, and wishes behind their belongings. Founding Firms will have the opportunity to inform how that experience can best support estate planning firms and their clients.
