Professional Advisors

Help your clients get their affairs in order and keep them that way

Professional Advisors

Help your clients get their affairs in order and keep them that way

Address A Common Concern

LawSafe® answers common questions about document sharing and storage

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If you are a lawyer, financial advisor or accountant and are involved with your clients’ estate planning or related matters these questions will be familiar to you:

Provide Ongoing Peace Of Mind

Your clients will rest assured everything is in one place and accessible when needed

Easy to follow prompts will give your clients the confidence they have included everything needed in case of an emergency. With your help, they may hand select the people they trust the most to access their LawSafe® if anything unexpected happens to them. Having a LawSafe® puts your clients in control of their affairs during their lives and after.

Be Your Client's Hero

Remain an invaluable part of their team by jump starting the process

LawSafe® is simple enough for individual clients to use, but designed with the professional advisor in mind. You independently set up LawSafe® accounts for your clients and upload any documents and information in your possession. After you are done, your client takes over control and responsibility for it. By giving you initial access and control, LawSafe® enables you to leverage your knowledge of your client’s needs and family situation to jump start the process of uploading their documents and entering their financial and personal information. Once you have everything set up, your clients and members of their Circle of Trust® can seamlessly take over.
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Professional LawSafe® Subscription for $399/yr

Your annual professional subscription entitles you to a 50% discount off

the cost of an unlimited number of LawSafe® accounts. You may resell the individual subscriptions to your clients at your discretion.

As a first time subscriber you also will receive One (1) Basic LawSafe® License

and One (1) Advanced LawSafe® License to personally use, resell or give to your clients.

…that’s more than a $750 value.

Save 50% With Your Professional Discount

10 year
5 year

Basic

 

Basic Access covers most people who just want to give access in case of an Emergency

$33.8
$ 16.90 /year
$169 prepaid for 10 year subscription
  • Upload and organize your documents, edit financial and personal information, create your Circle of Trust®
  • Circle of Trust® can access and help handle your affairs
  • Circle of Trust® can receive annual reminders about your LawSafe®
  • Circle of Trust® can view, print, and/or download your documents if needed
  • Circle of Trust® can securely share documents by email or hyper-link
  • Includes 200MB storage
  • Includes 4 Circle of Trust® members
  • Circle of Trust® can upload/organize documents and information
  • Circle of Trust® can edit and update financial and personal information, share documents and communicate with anyone involved in managing your affairs

Advanced

 

Advanced Access is for those who want or need more help from their Circle of Trust® members

$69.8
$ 34.90 /year
$349 prepaid for 10 year subscription
  • Upload and organize your documents, edit financial and personal information, create your Circle of Trust®
  • Circle of Trust® can access and help handle your affairs
  • Circle of Trust® can receive annual reminders about your LawSafe®
  • Circle of Trust® can view, print, and/or download your documents if needed
  • Circle of Trust® can securely share documents by email or hyper-link
  • Includes 1GB storage
  • Includes 7 Circle of Trust® members
  • Circle of Trust® can upload/organize documents and information
  • Circle of Trust® can edit and update financial and personal information, share documents and communicate with anyone involved in managing your affairs

Basic

 

Basic Access covers most people who just want to give access in case of an Emergency

$39.6
$ 19.80 /year
$99 prepaid for 5 year subscription
  • Upload and organize your documents, edit financial and personal information, create your Circle of Trust®
  • Circle of Trust® can access and help handle your affairs
  • Circle of Trust® can receive annual reminders about your LawSafe®
  • Circle of Trust® can view, print, and/or download your documents if needed
  • Circle of Trust® can securely share documents by email or hyper-link
  • Includes 200MB storage
  • Includes 4 Circle of Trust® members
  • Circle of Trust® can upload/organize documents and information
  • Circle of Trust® can edit and update financial and personal information, share documents and communicate with anyone involved in managing your affairs

Advanced

 

Advanced Access is for those who want or need more help from their Circle of Trust® members

$79.6
$ 39.80 /year
$199 prepaid for 5 year subscription
  • Upload and organize your documents, edit financial and personal information, create your Circle of Trust®
  • Circle of Trust® can access and help handle your affairs
  • Circle of Trust® can receive annual reminders about your LawSafe®
  • Circle of Trust® can view, print, and/or download your documents if needed
  • Circle of Trust® can securely share documents by email or hyper-link
  • Includes 1GB storage
  • Includes 7 Circle of Trust® members
  • Circle of Trust® can upload/organize documents and information
  • Circle of Trust® can edit and update financial and personal information, share documents and communicate with anyone involved in managing your affairs

Get Started with your Professional LawSafe® subscription today for $399/yr

How Does LawSafe® Help You

Earn additional fees and stay in touch with your clients

Stay Connected

LawSafe® sends automated annual and other emails to your clients ensuring you remain on their minds.

Networking

Strengthen your business relationship with other professionals by using LawSafe® as a mutual storage facility.

Earn Additional Fees

LawSafe® expands your billing opportunities and ensures that planning updates are timely captured.

Marketing

Your name and firm logo will be prominently displayed throughout LawSafe® for clients and their families to view every time they log in.

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Intergenerational Planning

Interacting with your clients' Circle of Trust® is a great way to become acquainted with their children and other family members.

Save Time

Having your clients' most important papers in one place avoids time consuming and frustrating searches for them in cases of emergency.

Interested In Becoming A LawSafe® Professional?

Learn more about how you can use LawSafe® to enhance the services you provide your clients and your ability to stay in touch with them.

Fill out the form below and we will send you additional information.

Get Started with your Professional LawSafe®
subscription today for $399/yr

Bill_Gaggos

Bill Gaggos

Founder and Attorney

Interested in becoming a
LawSafe Professional?

 

Receive a FREE 1-year Professional Subscription!

Schedule a 10-minute demo to learn all about how LawSafe will increase your client loyalty and earn on average $100 more per estate plan.

If you are a lawyer (or work for a lawyer) just for completing the demo we will send you a Starbucks gift card (no strings attached)!

 (800) 223-9929 | sales@lawsafe.com