Legacy Gameplans (LGP) Partner Services

Financial and accounting firms can increase revenue by offering foundational estate-planning solutions to both current and prospective clients through LGP’s OnePlan-as-a-Service™ solution.

Help Your Clients Protect Their Families in One Session

Imagine being able to offer comprehensive estate planning services to your clients immediately, with no upfront costs! Here is why LGP's OnePlan-as-a-Service™ is a good idea for your firm:

  • Broaden your family office services with a foundational estate planning solution that is advisor-guided and can be delivered and notarized in one session.

  • You always own the client relationship.

  • We use a combination of adviser-guided facilitation and state-of-the-art AI technology to create legally sound estate plans in as little as one hour.

  • Fixed fee per plan delivered.

  • No software investment, no staffing ramp-up.

  • Better client retention + referrals.

  • White-label options available.

  • In-office delivery option in the Atlanta metro area.

  • Virtual delivery anywhere in the US.

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The LGP OnePlan™ was designed to be delivered in one focused, guided session that typically only takes one hour of your client's time.

OnePlan-as-a-Service™ Overview

lgp's responsibilities

  • Handle all logistics including scheduling both meetings and notary services.

  • Lead OnePlan™ Prep Call.

  • Lead the "Build Your OnePlan Session" including Living Trust, Pour-Over Will, Advanced Health Care Directive, Power of Attorney, for each client.

  • Review the OnePlan™ Summary.

  • Notarize and execute all the documents.

  • Upload finished OnePlan™ into customer vault.

  • Provide simple changes for 6 months after plan creation.

  • We can lead these sessions in your office or virtually.

partner responsibilities

  • Identify the client(s).

  • Collect payment from the client(s) in advance of the OnePlan™ Prep Call.

  • Manage all post-planning activities.

  • You own the relationship.

  • To present additional services you may want to add such as insurance, tax planning, etc.

  • Establish your own OnePlan™ fee structure.

  • Pay LGP our fee within 24 hours of OnePlan™ delivery.

Next steps

  • Click on the Schedule a Call button to set up a 30-minute onboarding call. This is where we will finalize our pricing structure and review the LGP OnePlan™-as-a-Service Contractor Agreement.

  • Sign the LGP OnePlan-as-a-Service™ Contractor Agreement you will receive before our onboarding session.

  • Watch the 5-minute Partner Onboarding video with instructions onhow to set up and reserve LGP team for OnePlan™ engagements

  • Begin scheduling clients for the OnePlan™ Prep Call.

Three Simple Steps to Protect Your Client's Family

1. Schedule the OnePlan™ Prep Meeting

Click on LGP's calendar and choose a time that works for you and your client. LGP will lead the entire session.

2. Build the Client's One Plan™

We will guide your client through a meeting where we will build their custom One Plan™ in one session. LGP will lead the entire session.

3. Finalize the Client's OnePlan™ Documents

Your client will exit the live or virtual session with a set of legally sound and notarized documents. LGP will also provide notes to you and lead the entire session.

Ready to get started?

Legacy Gameplans, LLC

470-800-8709

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