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Why eLegacy?

Join a Team.

Competent estate planning requires a team approach. That means coordinating closely with clients' professional partners, including financial advisors and accountants. We know that three or four heads are better than one, and our virtual experience makes it simple to get the whole team around the table.

Stay involved.

During the estate planning process, some partners take an active role, joining meetings and acting as quarterback of the team. Others are comfortable looking on from the sidelines as their clients work together with their eLegacy attorney.  Whatever your personal style, we'll keep you informed on your client's progress* and coordinate closely on matters like taxes and titling of assets.

Partner with Confidence.

You won't find an estate planning law firm that delivers a top-notch product and client experience like eLegacy. With decades of knowledge and expertise, you can rest assured knowing your clients are in good hands, wherever they may be.

Cover your bases.

eLegacy brings the boutique estate planning experience directly to you and your clients, wherever they may be.  That means no more Google searches or blind referrals for clients who need estate planning. Have clients that live outside your area? No problem. eLegacy has you covered.

Build relationships with the next generation.

The next two decades will see an unprecedented transfer of wealth in the United States.  The estate planning process is an ideal time to make connections with your clients' children and heirs.  Plus, many of the estate planning techniques we implement with clients are designed to preserve wealth into the next generation, resulting in greater retention of assets under management.  

Build loyalty. Be the hero.

When clients finish their estate plan, it lifts a huge emotional burden off their shoulders. Nothing sounds better than hearing a client say, "It feels so good to have that done. Thank you!"

When it was your advice and encouragement that got them there, it builds trust and loyalty that can extend into the next generation.

Our promise to you? Partnering with eLegacy makes you look good.

Working with eLegacy is like adding a legal branch to my advisory practice. They offer my clients reliable legal advice and individualized estate planning, while I remain the hero and captain of my client’s financial team. eLegacy provides communication and support every step of the way; keeping me connected and in the loop on my client’s estate planning decisions and needs.

Mike Wynns, ChFC, AIF CAVU Wealth Management

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 eLegacy has elevated the quality of service we provide to our clients. Their commitment to seamless virtual collaboration and the value brought by their partnership have made them an indispensable ally. I wholeheartedly recommend eLegacy.

Renata Garbowski AGP Wealth Advisors (Ameriprise)

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I have been very impressed with eLegacy's knowledge and professionalism. They have not only taught me valuable information but have taught it to my clients as well in a very easy to understand manner. From meetings I have sat in, I have been very impressed with how they gained a deep understanding of my client's needs. They have been consistent in both follow up and delivery in my personal requests and requests from my clients. Overall, I greatly appreciate working with eLegacy and trust them to take care of my clients.

Beau Melton Edward Jones Advisors

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*eLegacy has a duty of confidentiality to all clients, and our ability to share details of their representation with outside parties and advisors, including trusted referral partners, is contingent on the client providing consent and authorization.  Most clients provide such authorization, but some choose to keep all or some of the details of their representation completely confidential.  

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1 888-308-7526
info@elegacylaw.com
8596 N. Wayne Dr. Ste B
Hayden, ID 83835
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