Your complete estate planning platform.
Your brand. Your domain.
LegalGEN's white-label solution gives law firms and legal plan providers a fully configured estate planning platform — branded entirely to the firm, mapped to your documents, and ready to scale online from day one.
Your clients see your brand. LegalGEN is invisible.
Everything you need to launch and scale
Full white-label under your domain
Your domain, your SSL, your brand colors, your logo. Every client touchpoint from intake to document delivery is under your firm's identity.
Complete document & workflow mapping
Our implementation team maps your entire document library into the platform — wills, trusts, POAs, elder law documents. Your clauses, your language, your standards.
Multi-attorney management dashboard
Manage multiple attorneys, assign matters, track completion, review analytics, and oversee the entire practice's online estate planning pipeline from one dashboard.
Partner & referral portals
Give financial advisors, CPAs, and insurance agents their own branded portal to refer clients directly into your intake workflow — with full attribution tracking.
API access & custom integrations
Full REST API for integration with your practice management system, CRM, billing software, or custom workflows. Comprehensive documentation included.
Dedicated implementation & support
A dedicated implementation manager handles your onboarding, template mapping, testing, and go-live. Ongoing support with SLA guarantees included post-launch.
Built for firms ready to scale online
Established estate planning firms
Firms with 5+ attorneys and an existing estate planning practice that want to extend their reach online without cannibalizing their in-person practice.
Legal plan providers
Employer benefit plan administrators, insurance companies, and membership organizations offering estate planning as a benefit — powered by licensed attorneys.
Multi-state law firms
Firms practicing in multiple states that need a configurable platform supporting different document templates, jurisdictional requirements, and attorney assignments by state.
From contract to live platform in 2–4 weeks
Discovery & scoping
We document your document library, workflows, integrations, and go-live requirements.
Days 1–3Template mapping
Your entire document library mapped into the AI. Clause logic configured and tested.
Days 4–10Platform configuration
Brand assets applied, domain configured, integrations connected, user accounts created.
Days 11–16Testing & go-live
Attorney team reviews test outputs, approves, and launches to clients.
Days 17–21What firms typically see in year one
Ready to launch
your own estate planning platform?
Custom pricing based on firm size and volume. Let's start with a 20-minute conversation.