From intake to engagement to delivery — Legacy Docs HQ runs the full Georgia estate plan workflow in one place. No more template hunting, no more form errors, no more $5,000 platforms built for the 1990s.
Georgia-licensed attorneys only.
The workflow
Share a guided questionnaire with your client. They complete asset, family, and wishes data — no back-and-forth emails.
Completed intakes land in your dashboard. Override anything you need, then generate the full package with one click.
Engagement agreement is signed in-platform. Trust, will, and ancillary documents export as polished Word files.
What you get
Every document drafted against current Georgia statutes, including OCGA Title 53 and county recording requirements.
Every document drafted against current OCGA Title 53 + IRC provisions. Enhanced mode adds GST trust, Crummey withdrawal rights, and decanting provisions.
Beyond document generation
Drafting is just the start. Legacy Docs HQ handles the workflow before, during, and after every plan.
Every document the attorney shares to a client portal comes with an auto-generated 7th-grade-reading-level summary — what it does, who is named, what to do next.
Engagement agreements signed in the browser. Client gets an email, signs by typing or drawing, you get an instant notification. No DocuSign account required.
Mirror trusts for married couples without retyping shared data. Invite the spouse to a pre-filled confirmation intake — they review, deviate where needed, submit.
Ask questions about any generated document. Helpful for spotting clauses to revise before client meetings or explaining provisions to confused clients.
Annual review reminders, birthday outreach, and one-click "request an update" emails — automated nudges so plans stay current without you remembering.
Every new attorney completes Georgia Bar verification within 10 days of signup. Unverified accounts are auto-locked before billing begins. No tire-kickers.
Add paralegals, junior attorneys, or admins to your firm workspace with role-based access. Centralized billing — one subscription, the whole team.
Optional revenue add-on: clients pay $150 to have you review a document they upload. Stripe Connect routes payouts directly to your bank (70/30 split — you keep $105).
Funding instructions and deed language match Georgia’s 159 counties — including the flat $25 recording fee per OCGA § 15-6-77(f).
For your clients
Every client gets the Legacy Vault — a branded portal where they can read their plan, share access with family, and store signed copies. Included with every Georgia FirmSuite plan.
Each shared document comes with a friendly summary — what it is, who’s named, what to do next. Clients understand their plan without calling you.
Clients invite their spouse, executor, or heir — each gets a role-based view. Heirs see memorial wishes; spouses see the joint plan; executors get read-only access.
After execution, clients drop scanned signed copies into the vault for safekeeping. Up to 25 MB per file, private storage, attorney always visible.
Clients can pay $150 to have you review a document they’ve uploaded. Goes straight to your queue. Stripe Connect handles the payout split automatically.
How we compare
Most estate planning platforms are either too generic, too expensive, or too clunky for solo and small firms. Here's how Legacy Docs HQ stacks up.
| Feature | Legacy Docs HQ | WealthCounsel | Clio (general) | Word templates |
|---|---|---|---|---|
| Georgia-specific document drafting | — | — | — | |
| Automated client intake & verification | — | |||
| One-click full package generation | — | — | ||
| In-platform engagement agreement e-signature | — | — | — | |
| Editable Word output (no PDF lock-in) | — | — | ||
| Client portal with plain-English summaries | — | — | — | |
| Family invites (spouse / executor / heir) | — | — | — | |
| Coordinated spouse / mirror trust workflow | Partial | — | — | |
| Paid legal reviews as a revenue stream | — | — | — | |
| Built by a practicing estate planning attorney | Partial | — | — | |
| Transparent monthly pricing for small firms | — | — |
Comparison reflects publicly available product information as of 2026. Competitors may have changed offerings.
Why this exists
I practice estate planning in Georgia. The platforms I tried either treated my clients like data entries or charged $400/month for templates I had to rewrite anyway. So I built the workflow I wanted to use.
Every clause references current Georgia law — OCGA Title 53 (Wills & Estates), Title 7 (Banking), and current county recording requirements. When the law changes, we update the templates. You do the lawyering.
Documents reference current Georgia statutes, not generic multistate language.
Funding language and recording instructions match Georgia counties.
Every template was used in a live engagement before it shipped.
When statutes change, the platform updates — no version-shopping.
Pricing
Includes 2 attorneys. Additional seats $79/mo each.
10 days free, then your plan begins
Common questions
Other questions? patience@legacydochq.com
10 days free, then your plan begins. Cancel anytime before day 11.
Start your free trialAvailable to Georgia-licensed attorneys only.