Legacy Architects Members
Stop the late-night and last-minute drafting.
CludiusLaw
Legacy Drafting makes life so much easier. It's so freeing to have someone else draft. I did a pro bono draft myself recently—never again. I'll even submit pro bono drafts to Legacy Drafting. The expense is worth freeing up my time.
Fred Cludius Esq.The stats speak for themselves.
You're one of our success stories!
Pick and choose for each client
Choose the right bundle for each plan you need drafted.
Trust Complete Bundle
- Revocable living trust
- Pour-over will
- Incapacity suite of documents
- Guardianship suite of documents
- Full-color trust diagram
- One deed to trust
- One business assignment to trust
$450 Single|$500 Couple
Trust Essentials Bundle
- Revocable living trust
- Pour-over will
- Incapacity suite of documents
- Guardianship suite of documents
$375 Single|$425 Couple
Will Complete Bundle
- Last will and testament
- Incapacity suite of documents
- Guardianship suite of documents
- Full-color will diagram
- One transfer-on-death deed
$375 Single|$425 Couple
Will Essentials Bundle
- Last will and testament
- Incapacity suite of documents
- Guardianship suite of documents
$300 Single|$350 Couple
Note: If any client information is provided in documents or communications outside of the Legacy Architects client vault, our team will add it to the vault so that the vault becomes the complete and organized master repository for all client information. In that case, the Updating Legacy Architects Add-On ($50 single, $75 couple) applies automatically and will be added to the bundle fees noted above.
If you still do your own drafting:
Proofreading Bundle
- Checking all information for clients, family, fiduciaries and beneficiaries, along with trust name, trust date, signing date, notary information, and witness information
- Ensuring the correct order of fiduciaries and correct references to relationships
- Proofreading any unique legal language for the client's plan
$100 Single|$150 Couple
Need add-ons?
Every client has unique needs. Select from our popular add-ons.
- Additional deeds to trust ($75 each)
- Additional business assignments to trust ($35 each)
- Fiduciary letters ($10 each)
- Estate plan diagrams ($35 each)
- Stand-alone individual revocable trusts ($250 each)
- Stand-alone special needs trusts ($350 each)
- Irrevocable life insurance trusts ($350 each)
- Medicaid planning trusts ($350 each)
- Other specialized or irrevocable trusts as needed ($350 each)
- Customized Word document with client information called the “Estate Plan Summary” ($50 single, $75 couple)
- Customized Excel spreadsheet of assets called the “Asset Table” ($25 single, $35 couple)
- Additional documents not listed above are quoted case-by-case (if your chosen drafting software provides a document, we can draft it for you)
You've got questions.
We've got answers.
What is the turnaround time?
We have a five-business day turnaround time on all draft requests. In rare occasions, the turnaround time might be longer depending on volume from a lawyer's office and a few other desired personalizations.
How does billing work?
We charge the bundle fee and any applicable add-ons in full upon receiving the draft request. If your payment method is declined, we'll reach out to you directly as we do not begin work until a payment is successful. All payments are non-refundable.
Can I make edits to a draft?
We draft estate plans start-to-finish based on the information you provide to us at the time you submit the draft request. To that end, we help you dial in the pre-drafting workflow as efficiently as possible so that the chance of a client changing their information last-minute is absolutely minimized. If any information does change mid-stream, you would make those edits to the Word documents we deliver to you.
What if I need extra documents drafted?
Our drafting team can prepare additional documents that you include in each estate plan such as a stand-alone guardianship plan, trust funding acknowledgment, statutory power of attorney, specific deed type, etc. You provide the template and then our drafting team uses your template when preparing your drafts. Note that we don't draft any foundational documents from scratch that your drafting software should accommodate (e.g., trust, will, power of attorney, etc.).
What if I have questions during the drafting process?
You have access to your dedicated drafter and our whole team at all times during business hours. For any questions that arise during a draft or at any other time, post those questions in your dedicated channel and we'll respond right away.
What if my clients don't need the guardianship suite?
We include the guardianship suite free of charge for all clients who are parents of minor children. If your client doesn't need the guardianship suite, we simply don't prepare those documents; the fee is not reduced in that case.
Is the “Updating Legacy Architects Add-On” required?
If our drafting team has to create a Legacy Architects client vault or clean up any fields in the client vault to make the information accurate or complete based on:
- documents or communications provided by you outside the client vault,
- files uploaded into the client vault but which contain data that should instead be entered into specific designated fields in the vault, and/or
- details provided in “Notes” fields in the client vault which contain data that should instead be entered into specific designated fields in the vault,
What if I change my drafting software?
No problem. If you change your chosen drafting software (from LEAP to WealthCounsel, from InteractiveLegal to Lipman's, etc.), we'll hold another onboarding call with you to discuss your custom scenarios, firm preferences, and post-assembly checklist that we maintain for you.
What if my client backs out and I don't need the draft anymore?
This situation should be exceedingly rare when you follow the Legacy workflow that we teach you. However, if it does happen, then let your drafter know immediately and we'll stop work. Depending on the situation, we may give you a courtesy credit that you can use toward a future draft.