Estate Planning Application for attorneys - LegalGEN Inc.

The Application

Next Generation Estate Planning Application - Helping Lawyers better serve their communities

LegalGEN is a remarkably intuitive Estate Planning Application designed for both your team and clients. It effortlessly gathers, organizes, and evaluates digital data received from your clients, which directly links your distinct document templates, therefore saving you valuable time drafting documents.

OUR STORY

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Stories

Testimonials

Discover the Power of LegalGEN: Real Stories from Real Customers!

Lewis Fadely

Fadely Law

Fadely Law

LegalGEN is a time saver, very user friendly, and easy to use for both our clients and staff.

Lorie Burch

Burch Law

Lorie Burch

With the online Will Application through LegalGEN, I’ve been able to become more efficient with my time, enabling me to serve more clients, more quickly.

Carol Butrus

FBFK

Carol Butrus

LegalGEN gives us the ability to provide our clients with more options and we’re able to retain more prospective clients.

Tiffany O’Connell

Tiffany O’Connell

Oconnell Lawgroup

Tiffany O’Connell

The system is absolutely brilliant. It’s helpful from the client’s perspective because of the ease of use and the attorney’s because it reduces so much time and effort.

Michael J. Young

Michael Young

Walnut Creek Elder Law

Michael Young

I engaged with Enrico and his team from LeganGEN to help automate my documentation process. LegalGEN’s digital options have helped to transform my business. Enrico and his team have done an excellent job and I highly recommend their service.

Morgan Gill LegalGEN

Morgan Gill

Warren & Migliaccio, L.L.P

Morgan Gill

I have been using LegalGEN for several months now, and I am extremely impressed with the platform’s capabilities. We were able to get it fully implemented with its user-friendly interface and intuitive features within a short time frame and it is saving us a lot of time.

Shirley Villatoro LegalGEN

Shirley Villatoro

Fadely Law

Shirley Villatoro

Working with the team at LegalGEN has been a pleasure, we’ve been able to integrate our unique requirements into the application, enabling us to provide a seamless platform for our clients.

Kevin Drummond

Blue Line Law Firm

Kevin Drummond

Thanks to LegalGEN we’ve been able to reach and obtain a wider group of potential clients and in multiple states and we’re able to serve these new clients much quicker and easier than before.

Shannon Cochran

Shannon Cochran

LegalGEN’s Law’s Digital Intake has been a great success for our office. Both our staff and clients have found it user-friendly, making the triage process more streamlined than ever before. It has been a tremendous time-saver for us and we are thrilled with the positive feedback we have...

Benefits

LegalGEN Key Benefits

Discover the many key benefits of LegalGEN's Estate Planning Application

LegalGEN Estate Planning Software Dashboard Screenshot

Our innovative software <a href="https://onlinewill.app/">solution</a> is designed to make estate planning easy, with real-time updates, secure document sharing, and intuitive navigation. See the improvement in your estate planning process with LegalGEN.

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Significantly better client experience

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Answer questionnaires from anywhere at any time

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Conditional driven questions with detailed instructions

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Eliminate duplicate data entry

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Real Time communication mechanism between Attorney and client

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Less overhead to make changes to draft documents

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Eliminate the need for in person meetings until the signing ceremony

Maximize Your Client Acquisition

Maximize your client acquisition and boost your practice's growth. LegalGEN will help you attract more clients and increase your client base.

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Digital marketing opportunities

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Reach more clients

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Offer lower “online options”

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Client driven referral programs

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how it works

LegalGEN Process

Say goodbye to complicated processes and hello to a smarter, more efficient way of estate planning with LegalGEN.

01

Partnership

We work with you to create an extremely user friendly, online, interactive intake/questionnaire, specific to YOUR documents

02

Collaboration

Based on the questions asked, we work with you to create comprehensive instructions/explanations to your clients, as if you were sitting next to them while they answer the questions

03

Development

We map the conditional responses from the questionnaire to YOUR documents

04

Control Panel

We finish the application by tying everything together in an easy-to-use Attorney control panel where the office can download the finished documents

05

Deployment

We work with you positioning the application, finding the most suitable deployment and marketing option(s)

06

Success

The application is live and clients are happily filling out the questionnaire, your office is simply reviewing the completed documents and arranging for signatures

We Offer Much More

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Stay up-to-date on the latest estate planning news and strategies with LegalGEN's blog page. Our blog features informative and educational articles written by experts in the field, covering a wide range of topics.

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