Bring LegaciVault to
your client practice.
LegaciVault Advisor Edition gives estate attorneys, CPAs, and financial planners a unified view of every client's estate plan — completion scores, document status, beneficiary alerts, and asset visibility — all in one professional dashboard.
What you get with Advisor Edition
Client Portfolio Dashboard
Monitor all your clients' estate plan completion scores, outstanding action items, and document status from a single view.
Estate Value Visibility
Track total estate value by asset category with trend data — giving you the context you need for every client conversation.
Collaborative Document Access
Read-only access to client vaults means you always have the latest Will, Trust, and POA on hand — no more chasing documents.
Beneficiary Gap Alerts
Automated alerts when a client's beneficiary designations fall out of alignment with their trust documents — catch issues before they become crises.
Advisor Edition Pricing
~$150 / month per advisor
Includes unlimited client invitations, co-branding options, and a dedicated onboarding call. Early access partners receive preferred pricing locked for life.