Estateably vs. Legacy Logix

Estateably

Legacy Logix

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Estateably	Score 8.5 out of 10	N/A	Estateably is an estate planning software solution designed to increase the user's operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log.	$69 per month
Legacy Logix	Score 0.0 out of 10	N/A	Legacy Logix is a software platform to automatically organize and manage Estate plans and everything associated with them – throughout a person's lifetime, and during settlement. The company offers two products: Estate Management organizes, analyzes, summarizes and monitors Estate plans, related documents, assets, and stakeholders. This reduces the work of keeping up with the plan over time, and leaves a clear path for successors to follow. Estate Settlement is for…	$38.95 per month

Pricing

Estateably

Legacy Logix

Editions & Modules

Core: $69
per month per file
Advanced: $125
per month per file
Enterprise: Contact Sales
Essentials: pay-per-use

No answers on this topic

Offerings

Pricing Offerings
Estateably	Legacy Logix
Free Trial
No	No
Free/Freemium Version
No	Yes
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Additional Details

Add-ons: $129 / Probate $99 / Estate Accounting (probate add-on) $179 / Estate Accounting $198 / Trust Accounting $198 / PoA Accounting

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More Pricing Information

User Ratings
	Estateably	Legacy Logix
Likelihood to Recommend	9.0 (1 ratings)	- (0 ratings)

User Testimonials
	Estateably	Legacy Logix
Likelihood to Recommend	Estateably Overall, I highly recommend this estate planning platform for anyone looking to create and manage their estate plan. It was a convenient, user-friendly and secure way for me to take care of my family's future. I would recommend it to any professional that is interested getting support with the generation and management of Estate Planning documents. Incentivized Verified User Anonymous Read full review	Legacy Logix No answers on this topic
Pros	Estateably Minimizing taxes and administrative costs associated with the transfer of assets Protecting assets from creditors and potential legal challenges Simple interface and ease of use Incentivized Verified User Anonymous Read full review	Legacy Logix No answers on this topic
Cons	Estateably Some features could be simplified. I.e. removing the need to use financial advisors or attorneys to assist with estate planning process. Cover a wider range of estate planning topics Incentivized Verified User Anonymous Read full review	Legacy Logix No answers on this topic
Alternatives Considered	Estateably I recently used an estate planning platform and was impressed with its ease of use and comprehensive features. The platform provided a wide range of legal documents, including wills, trusts, and power of attorney forms, which I was able to customize to fit my specific needs. The user interface was intuitive and straightforward, making it easy to navigate and complete the necessary paperwork. The platform also offered a wealth of resources, including articles and videos, to help me understand the legal and financial aspects of estate planning. This was particularly helpful as I am not an expert in this area. Incentivized Verified User Anonymous Read full review	Legacy Logix No answers on this topic
Return on Investment	Estateably Increase the efficiency of the Estate Planning process Guarantee the correct management of digital documents, including the validations process Expected reduction on taxes Incentivized Verified User Anonymous Read full review	Legacy Logix No answers on this topic
ScreenShots		Legacy Logix Screenshots