Existing Clients

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Continuing Your Journey to Protection and Peace of Mind

Legacy Architects Client Vault

Legacy Architects is your personal and financial data vault.

Lawmatics Client Portal

Lawmatics is where your executed estate plan can be found.

Client Review Conversation

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Regularly reviewing your estate plan is crucial for securing the future of your loved ones and maintains your peace of mind. By taking the time to revisit and update your plan, you can make sure that your wishes are accurately reflected and that your beneficiaries are well taken care of. Reviewing your estate plan also allows you to address any changes in your life circumstances, such as marriage, divorce, or the birth of a child, ensuring that your plan will work as you originally intended it to. Ultimately, reviewing your estate plan demonstrates your commitment to safeguarding the well-being of those you care about and provides peace of mind knowing that your affairs are in order.

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Benefits of a Review Conversation

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Keeps your Estate Plan current and top of mind
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Ensures proper asset alignment
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Provides Legal and Estate Tax Law Updates
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Identifies healthcare changes that may impact your plan

Schedule your complimentary Client Review Conversation today. Click Here to Schedule →

Our Process

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1

We will reach out to you on or about the 2nd anniversary of your Plan Execution reminding you it’s time for your Client Review Conversation.

2

You update your personal and financial information in your Legacy Architects Client Vault to prepare for our conversation.

3

You schedule your complimentary Client Review Conversation.

4

We meet where you are comfortable to continue your family’s story and review any changes to your health, finances or family that may affect your current plan.

Schedule your complimentary Client Review Conservation today.

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