Legado Partners
Add a little magic to your services by providing Estate Planning.
Didn’t expect to see “magic” and “estate planning” in the same sentence? You’re not alone. That’s why we started Legado.
We transform estate planning from gloomy to celebratory, merging law firm expertise with online convenience for an empowering experience.
We want to support you, and your client, by providing exceptional service to help create a major facet of the their comprehensive financial plan.
Why become a Legado Partner?
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Be the Hero.
Help your clients stop procrastinating and get their estate plan finished through a process that doesn’t feel like a death sentence.
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Client Love.
See the spark in your clients' eyes when they discover you're not directing them to a dreary attorney's office or its digital equivalent.
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Money Maker.
People don’t realize that you don’t have to go through probate and lose money. Use our Probate Calculator to calculate savings.
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Total Transparency.
Understand your client’s full range of assets and support them to ensure they’re all protected
Our Estate Planning Package
Here is everything include in our $2,500 Estate Plans. One Price, no surprises.
Legal Documents
Revocable Living Trust
Pour-over Will
Certificate of Trust
Durable Power of Attorney
Advanced Medical Directives
Supporting Documents
Quitclaim Deed Templates
Implementation Guide
Settlement Guide
Custom Funding Guide
Letter of Wishes
Services
Free Basic Amendments (e.g. addition of a child)
One-hour call with an Estate Planning Attorney
Let’s Grow Together.
As a partner you’ll receive the following.
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Receive a $200 referral fee for each successful referral after your first, where legal and applicable.
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Successfully refer eight clients and get an estate plan for yourself for free.
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As a partner, your success is our success. We're dedicated to supporting you.
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Get first access to our newest features and product enhancements.
Becoming a Partner
At Legado, we're not in the business of selling subscriptions. We're on a mission to revolutionize estate planning.
If that sounds like a journey you want to be apart of, we encourage you to apply to become a partner by taking our brief quiz. This quiz is not intended to eliminate people, it’s to help us know how we can better support our partners and clients.
We also understand that partnerships come in all varieties so if you have an idea please contact us via the form below.
Don’t Delay.
Take the 2-minute quiz today.
Who is behind Legado?
Noelle Kimble McEntee &
Ciara Lister, Esq.
Contact Us
“Partnering with Legado has been absolutely seamless. Not only do I love working with Ciara and Noelle, but my clients are equally thrilled with their experience. When it comes to finding a trusted partner in the Estate Planning space, look no further than Legado.”