Legacy Operating Desk
Households, assets, fiduciaries, documents, reviews, and vault permissions.
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EH
Active households
24
3 this month
Assets under advisement
$482.7M
6.4% this month
Documents in progress
37
8 this month
Annual reviews due
11
next 30 days
Firm OS module
Documents Pro
Template assembly, OCR search, true redaction, Bates stamping and a private email address for every matter.
Vault and templates from Command · Docs Pro in Platform or add-on
Live preview · merge fields filled from matter data
Dear Richard & Margaret Ellis, Thank you for engaging our firm to prepare your estate plan for a flat fee of $4,800. The scope includes a revocable trust, pour-over wills, powers of attorney and a funding checklist.