Trusted by estate planning professionals across the UK

Professional Estate Planning Tools

LegacyLists is the white-label estate planning platform built for professionals. Deliver a premium digital experience under your own brand.

Everything you need to run your practice

From client onboarding to will drafting preparation, LegacyLists provides the tools Estate Planning Professionals need.

Manage client estates, track progress, and communicate seamlessly through a single dashboard.

Purchase and distribute licences via unique voucher codes. Offer single, 5-pack, or 10-pack options.

Customise the platform with your brand colours, logo, and domain for a seamless client experience.

Track client engagement, licence usage, and practice growth with detailed analytics.

Get set up in minutes and start onboarding clients today.

Create your LegacyLists account with your practice details, specialities, and contact information.

Buy licence packs (1, 5, or 10) and receive unique voucher codes for each licence.

Share voucher codes with clients so they can catalogue their estate on your branded platform.

Built specifically for estate planning professionals who want to offer their clients a modern, digital estate cataloguing experience.

White-label branding with your own subdomain

Enterprise-grade security with Supabase Auth

Priority support for all licence holders

No monthly fees -- pay only for licences you need

Join hundreds of Estate Planning Professionals using LegacyLists to manage client estates and grow their practice.