White-Label Legacy Planning for Your Clients
Offer comprehensive legacy planning as a branded service to your clients, customers, or employees.
Perfect for:
Why Partner With Us
Your Branding
Custom logo, colors, and domain
Client Value
Offer premium service to clients
Additional Revenue
Upsell or include as a benefit
Instant Setup
Live in 48 hours
Enterprise Security
Bank-level encryption
Client Dashboard
Track usage & engagement
How It Works
Choose Your Plan
Starter, Professional, or Enterprise
Customize Branding
Upload logo, set colors, add domain
Invite Clients
Bulk import or email invitations
Monitor & Support
Dashboard analytics and support
Transparent Pricing
Choose the plan that fits your business. All plans include our core legacy planning features.
Starter
Up to 50 users
- Your logo and colors
- Subdomain (yourcompany.legacyplans.ai)
- Email support for clients
- Basic analytics dashboard
- Monthly usage reports
Professional
Up to 200 users
- Everything in Starter, PLUS:
- Custom domain (yourcompany.com)
- Priority support for clients
- Advanced analytics
- Client engagement tracking
- API access
- Single sign-on (SSO)
- Dedicated account manager
- Co-branded marketing materials
Enterprise
Unlimited users
- Everything in Professional, PLUS:
- Custom feature development
- White-glove onboarding
- Training for your team
- Custom integrations
- 24/7 priority support
- Dedicated success manager
- SLA guarantees
- Custom reporting
Built For Your Industry
For Estate Planning Attorneys
Offer comprehensive digital legacy planning to all your clients. Increase client satisfaction, reduce support burden, and generate additional revenue.
For Financial Advisors
Help clients organize their entire financial legacy. Integrate with your existing services and provide holistic planning.
For Insurance Companies
Offer as a premium policyholder benefit. Increase policy retention and customer lifetime value.
For Corporate HR
Provide as an employee benefit. Increase employee satisfaction and retention with comprehensive legacy planning.
Frequently Asked Questions
Ready to Offer Legacy Planning to Your Clients?
Join leading professionals who trust LegacyPlans.ai to serve their clients.