A Client-Facing Estate Planning Portal

Enhance your practice!

A Digital Estate Vault for Professional Advisors

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

How Does LawSafe® Help You

Earn additional fees and stay in touch with your clients

Earn Additional Fees

$10,000 per year from existing clients.
An average of $200 per engagement.

Stay Connected

Automated emails sent to clients and their family reminds them of you!

Increase Referrals

Be introduced to your clients' family
and other advisors.

Custom Branding

Your name, photo, and firm logo are displayed in application and in email reminders.

Intergenerational Planning

Become acquainted with your clients' children
and other family members.

Expand Your Role

Serve as the gatekeeper and ensure you are
hired to administer the estate.

Address A Common Concern

LawSafe® answers common questions about document sharing and storage

If you help your clients’ with estate planning matters, these questions will be familiar to you:

Serve as Professional of Record

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

As the Professional, you have access to everything stored in your clients’ LawSafe. When a client dies or has an emergency,
you may grant access to the duly acting fiduciaries to administer the estate or trust.

Be Your Client's Hero

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

As the Professional, you can help set up LawSafe accounts for your clients at your usually hourly rate. You serve as the gatekeeper for their family members (their Circle of Trust®). Secure your place as the trusted advisor for your clients’ lifetimes.

Professional LawSafe® Subscription for $399/yr FREE for the first year

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 Two (2) Basic 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

$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 email 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

$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 email 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

$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 email 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

$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 email 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 FREE for the first year

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 FREE for the first year