What is Legacy Architects?

Legacy Architects is your secure client portal that allows you to:

• Track your estate planning progress
• Complete questionnaires
• Upload requested documents
• Review assigned tasks
• Monitor your trust funding progress
• Securely communicate throughout your estate planning journey

Why do I need to use Legacy Architects?

The portal helps keep everything organized in one secure location and ensures that your estate planning process stays on track from beginning to end.

Can I use Legacy Architects on my phone?

While some features may work on mobile devices, we strongly recommend using Google Chrome on a desktop or laptop for the best experience.

How do I get the most out of Legacy Architects?

For the best experience:

Use Google Chrome

• Access the portal using Google Chrome on a desktop or laptop whenever possible.

Watch the tutorial videos

• If you’re unsure how to complete a task, review the brief tutorial videos available within the portal or click here (click here hyperlink the vimeo link). https://vimeo.com/showcase/12222347?fl=sm&fe=fe

Use built-in tech support

• Need assistance? Click the purple chat bubble located in the bottom-right corner of your screen while logged into Legacy Architects to contact technical support.

Is Legacy Architects secure?

Yes. Legacy Architects is designed as a secure portal to protect your information while providing a convenient way to manage your estate planning process.

I forgot my password or can’t log in.

Use the password reset option on the login page. If you’re still having trouble accessing your account, contact our office for assistance or use the purple technical support chat bubble within the portal.

I completed everything. What’s next?

Once you’ve completed your assigned tasks, our office will review your information and contact you regarding the next steps, including document preparation, signing, or trust funding assistance.

Still Have Questions?

We’re here to help.

Davis Law Collective LLC

If you have questions about your estate plan, your documents, or your Legacy Architects portal, please contact our office. We’re happy to guide you through every step of the estate planning process.