← Estate Planning
SECURE CONSULTATION ACCESS

The Estate Planning Intake Center is protected.

Complete the privately provided engagement requirements, then use the same email address when signing in. Legacy AI Consulting confirms authorization before activating the state intake workspace.

  1. Complete the consultation and confirm the client’s state.
  2. Review the privately provided engagement details.
  3. Legacy AI Consulting verifies authorization and activates the client email.
  4. The client signs in and opens the protected Intake Center.
Request a consultation →Sign in to check access
Payment does not authorize execution or replace attorney review. Intake access and final document release are separate controls.