Digital estate planning, built for attorneys

LegacyLink turns your client's digital assets into an AI-generated attorney report and a ready-to-review Digital Directive — so you spend less time on intake and more time on counsel.

Get Started See How It Works

How it works

From invite to executable drafting input, in four steps.

Invite your client

Add a client from your dashboard and LegacyLink emails them a secure, PIN-protected link to get started — no account required on their end.

Client completes a guided questionnaire

Your client walks through a digital asset questionnaire at their own pace — email, cloud storage, crypto, subscriptions, and more — with progress saved automatically.

LegacyLink generates an Attorney Report

Once submitted, an AI-generated report summarizes the client's digital estate: asset categorization, access risks, RUFADAA issues, and recommended follow-ups — fully editable by you.

Review and export a Digital Directive

Generate a LegacyLink Digital Directive — drafting input for a standalone document or clauses to integrate into a will or POA — and export it as a Word doc for your workflow.

Everything your firm needs for digital estate intake

Client self-service intake

Clients complete their digital asset inventory on their own time, from any device, with no software to install.

AI-generated Attorney Report

A structured, severity-flagged summary of every client's digital estate — built to save you hours of manual review.

Digital Directive drafting input

Standalone or will/POA-integrated clause drafts, grounded in your client's actual answers and ready for your review.

Built for attorney workflows

Multi-attorney firms, per-attorney client visibility, and private attorney notes — all scoped the way your firm actually works.

Ready to modernize your digital estate intake?

Get Started