LegalGEN - Estate Planning Solution
LegalGEN March 27, 2024 No Comments


Estate planning is a crucial yet often overlooked aspect of financial planning. Traditionally, the process has been associated with high costs and complex legal procedures, deterring many individuals, especially young couples and those in lower-income brackets, from securing their future. This is where LegalGEN steps in, offering a revolutionary online estate planning solution designed to empower attorneys and make estate planning accessible and affordable for everyone.

What is LegalGEN?

LegalGEN is a user-friendly online platform that streamlines the estate planning process for both attorneys and their clients. Attorneys can leverage LegalGEN’s features to:

  • Expand their reach geographically: Attorneys are no longer limited by location. LegalGEN allows them to serve clients across the country, fostering new client relationships and expanding their practice.
  • Offer competitive pricing: By automating document generation and reducing attorney time commitment, LegalGEN empowers attorneys to offer comprehensive estate planning services at a significantly lower price point. This opens doors to new market segments, such as young married couples and lower-income communities, who may have previously found traditional estate planning services cost-prohibitive.
  • Increase efficiency: LegalGEN automates the document generation process, significantly reducing the time it takes to complete an estate plan. This frees up valuable attorney time that can be dedicated to client consultations, complex cases, and practice growth initiatives.

How Does LegalGEN Work?

LegalGEN offers a seamless online experience for both attorneys and their clients. Here’s a breakdown of the process:

Benefits for Attorneys

  • Expand Your Client Base: Reach new markets and serve a wider range of clients, including those in geographically distant locations and underserved communities.
  • Increase Revenue: Generate additional income by offering a new service line at a competitive price point. LegalGEN allows you to serve more clients while maintaining profitability.
  • Boost Efficiency: Reduce time spent on administrative tasks and document generation, allowing you to focus on client consultations, complex legal matters, and practice development.
  • Maintain Control: LegalGEN’s white-labeled questionnaires and documents ensure your unique branding and expertise are reflected in the client experience.
  • Scalability: Easily accommodate an increase in clientele without sacrificing the quality of your services.

Benefits for Clients

  • Convenience: Complete estate planning documents from the comfort and privacy of your own home, at any time.
  • Accessibility: Gain access to affordable estate planning services, regardless of location or income level.
  • Transparency: The online platform guides you through the process step-by-step, ensuring you understand each aspect of your estate plan.
  • Security: LegalGEN utilizes state-of-the-art security protocols to safeguard your confidential information.
  • Peace of Mind: Gain the peace of mind that comes with knowing your loved ones will be taken care of after you’re gone.
  • Case Studies: How LegalGEN is Transforming Practices

LegalGEN is already making a positive impact on estate planning practices across the country. Here are a few examples:

  • Oconnell Law Firm: Oconnell Law Firm has successfully used LegalGEN to serve legal plan members, generating hundreds of thousands of dollars in additional revenue.
  • Steinbacher Estate Planning: Steinbacher Estate Planning has expanded its reach by offering LegalGEN to residents of nursing homes, a previously underserved market.
  • Dennie Mayhone Financial: Dennie Mayhone Financial leverages LegalGEN to provide their clients with a comprehensive financial planning experience, including estate planning services.
  • Mike Young Law: Mike Young Law utilizes LegalGEN to serve all clients, including those who may not have been able to afford traditional estate planning services in the past.

The Future of Estate Planning: Powered by LegalGEN

LegalGEN represents a significant shift in the way estate planning is delivered. By leveraging technology and automation, LegalGEN is making estate planning more accessible and affordable for everyone. This not only benefits attorneys by expanding their reach and increasing revenue but also empowers individuals and families to secure their future with confidence.

Next Steps: How to Get Started with LegalGEN

If you’re an attorney looking to revolutionize your practice and empower your clients, LegalGEN is the perfect solution. Schedule a DEMO NOW by clicking on the link below and learn more about how LegalGEN can help you grow your practice and make a difference in the lives of your clients and their families.

Schedule a Demo Here: