Case Studies
See how Estate Planning Professionals across the UK use LegacyLists to streamline their practice and delight clients.
LegacyLists transformed how we onboard clients. The digital estate cataloguing means clients arrive with everything organised, saving us hours per case.
James Davies
Senior Partner, Davies & Partners Solicitors
Chester, England
47
Clients
60%
Time Saved
4.9/5
Rating
The white-label branding makes LegacyLists feel like our own platform. Clients love the modern experience and we love the efficiency gains.
Sarah Thompson
Director, Heritage Will Writers
Manchester, England
82
Clients
45%
Time Saved
4.8/5
Rating
For high-net-worth clients, the comprehensive asset cataloguing with photos and valuations is invaluable. It gives us a complete picture before we even meet.
William Rochester
Managing Director, Royal Wills & Trusts
London, England
31
Clients
55%
Time Saved
5.0/5
Rating