The estate planning platform built for professionals.
Estate planning professionals deserve tools that match their expertise. LegacyLists provides a purpose-built platform that helps solicitors, will writers, and estate planners manage client estates efficiently, compliantly, and at scale.
We built LegacyLists because the estate planning industry relies on fragmented tools — spreadsheets, paper files, and generic software that wasn't designed for the complexity of estate management. Our platform brings everything into one secure workspace.
Create your practice account in minutes. Set up your firm profile, invite team members, and configure role-based access controls.
Add clients, catalogue their assets and properties, record beneficiaries, and track estate progress — all in one place with a complete audit trail.
Produce professional reports and estate summaries branded with your firm's identity. Share securely with clients and co-professionals.
Every action is logged with a full audit trail. Role-based access ensures team members only see what they need. Built to meet regulatory requirements for estate data handling.
End-to-end encryption, data stored in EU data centres, and SOC 2 compliant infrastructure. Your clients' data is protected to the highest standard.
Whether you manage ten estates or ten thousand, LegacyLists scales with your practice. Add team members, manage multiple offices, and track performance across your firm.
LegacyLists is a product of Testate Technologies Ltd, a company registered in England and Wales. We're building technology that helps estate planning professionals deliver better outcomes for their clients.
Have questions or want to arrange a demo? Get in touch.