Your complete branded
estate planning platform.
Built to scale.
LegalGEN's enterprise solution gives large law firms, legal plan providers, and employer benefit administrators a fully white-labeled estate planning platform — configured to your documents, your brand, and your attorney network.
Three types of organizations we serve
Large estate planning firms
Firms with 10+ attorneys seeking a scalable online platform that maintains their document standards and brand across every attorney and every client interaction.
Legal plan providers
Employer benefit plan administrators, insurance companies, and membership organizations offering estate planning as a covered benefit — powered by licensed attorneys.
Multi-state practices
Firms operating across multiple states that need configurable document templates, jurisdiction-specific workflows, and attorney assignment by geography.
Every capability your organization needs
Full white-label under your domain
Your domain, SSL, brand identity, color system, and logo on every page. Clients never see LegalGEN branding anywhere in the workflow.
Complete document library mapping
Every document your firm uses — mapped, configured, and tested by our implementation team before go-live. Your standards, preserved at scale.
Multi-attorney management
Assign matters by attorney, geography, or practice specialty. Managing partners get full visibility into volume, status, and quality across the firm.
API access & custom integrations
Full REST API with comprehensive documentation. Integrate with your CRM, practice management system, billing software, or partner technology stack.
Partner & referral portals
Branded portals for financial advisors, CPAs, insurance agents, and benefit administrators to refer clients directly into your intake workflow.
Dedicated support & SLA
A dedicated customer success manager, priority support queue, 99.9% uptime SLA, and quarterly business reviews included in every enterprise contract.
Live in 2–4 weeks
Discovery
Document your document library, workflows, attorney structure, and integration requirements.
Days 1–3Template mapping
Full document library mapped into the AI. Clause logic configured and tested by our team.
Days 4–10Platform build
Brand applied, domain configured, integrations connected, user accounts provisioned.
Days 11–16Testing & go-live
Attorney team reviews outputs, approves documents, and launches to clients.
Days 17–21Ready to build your own
estate planning platform?
Custom pricing based on firm size, volume, and configuration needs. Let's start with a 30-minute conversation.