From client intake to signed engagement to delivered package — Legacy Docs HQ handles the workflow, so you can focus on the lawyering. Built for solo and small-firm Georgia attorneys who are done fighting templates, $5,000 platforms, and 1990s software.
Georgia-licensed attorneys only.
You picked estate planning because you love the law — drafting plans that protect families, navigating the tax code, sitting across from people during the hardest moments of their lives.
What you didn't sign up for: hunting down templates that almost match Georgia. Re-keying intake answers into Word files. Reminding clients three times to send back the signed engagement letter. Paying $400 a month for a platform that still makes you fix the funding language by hand.
Legacy Docs HQ takes the workflow off your shoulders — so the work you actually love is the work you get to do.
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.
New · Advanced Planning
Four irrevocable trust generators built for high-net-worth Georgia clients — each modeled on current IRC provisions, IRS rulings, and the case law that defines them. Attorney enters the parameters; the platform produces the document.
Move wealth out of the estate while your spouse retains indirect access through HEMS distributions.
Sale-to-trust at a frozen value. Grantor pays the income tax on trust income — a tax-free gift to the beneficiaries.
Zeroed-out transfer of appreciating assets at the §7520 rate. The growth lands with the beneficiaries.
Income stream to the donor, charitable remainder to the named charity — immediate deduction and capital-gains deferral.
Attorney enters the parameters (payout rate, term, beneficiaries, §7520 assumptions). The platform validates against the statute and produces the document. Included in every FirmSuite plan.
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.
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.
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.