LegacyIQ
Bringing the Power of AI
to Estate Planning
As AI transforms industries, the Trusts & Estates market stands ready for change.
Join us in pioneering the next era of estate management.
Aging Market, Evolving Needs
Estate Planning’s
Next Era
With the baby boomer generation transferring wealth, estate planning must adapt. LegacyIQ uses AI to streamline this essential service.
AI at Your Service
Efficiency & Compliance
As AI becomes integral to many industries, LegacyIQ brings automation and intelligence to estate management, improving compliance tracking, document automation, and more—without sacrificing security.
Economic Complexity
Stay Ahead
With inflation and regulatory demands increasing, it’s crucial to have tools that keep up with estate management complexities. LegacyIQ adapts to these challenges, reducing risk and optimizing resource use.
Manual to Automated
Cut Document Time
Traditional estate planning relies heavily on manual document creation, consuming time and resources. LegacyIQ’s automated document generation accelerates this process, allowing firms to focus on high-value work.
Compliance Simplified
Reduce Risks
Easily
Our platform continually scans for regulatory updates, helping estate planners avoid compliance issues.
Client Transparency
Build Client Trust
With a secure portal, clients and beneficiaries access updates easily, improving communication and transparency.
Documents Done Fast
Automate Routine Tasks
Spend less time drafting with automated document creation, freeing you to focus on high-value tasks.
Real-Time Asset Tracking
Insights Anytime
Monitor client assets and get real-time insights, helping you make proactive, data-driven decisions.”
Fraud Prevention
Protect Assets
LegacyIQ’s fraud detection tools use AI to identify and flag unusual activity, ensuring estate assets are protected from potential threats.
Scalable Options
Plan Flexibility
LegacyIQ offers flexible pricing, whether you’re a solo practitioner or a large firm, to suit diverse needs.
Low-Cost Efficiency
Value-Driven Plans
LegacyIQ makes advanced estate planning technology accessible, allowing firms to increase efficiency without hefty upfront costs.
Future-Proof Your Practice
Upgrade Without Limits
LegacyIQ’s features grow with you, so you always have the tools to handle new challenges and expand your service.
LegacyIQ
Get Notified
Join the waitlist to be among the first to experience LegacyIQ’s groundbreaking AI features for estate planning.
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