Existing Clients
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
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.
Benefits of a Review Conversation
Schedule your Complimentary Client Review Conversation today. Click Here to Schedule →
Our Process
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
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.