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Description

LegalShield is a membership-based platform that provides both individuals and businesses with access to a vast network of seasoned attorneys for a variety of legal needs, including consultations, document analysis, and representation without the burden of hourly fees. Members benefit from limitless legal counsel on both personal and business matters, as well as proactive communications such as letters and phone calls made on their behalf, comprehensive document assessments (including contracts, leases, and wills), and 24/7 emergency legal support for covered scenarios. Furthermore, if additional services beyond what is included in the plan are required, members enjoy discounted pricing. This system facilitates easier access to legal resources by connecting members with law firms that possess an average of 22 years of experience, ensures secure communication with attorneys through a mobile application or portal, and addresses a broad spectrum of legal situations, ranging from estate planning and tenant issues to small business concerns such as contract negotiation and debt recovery. In this way, LegalShield not only simplifies legal access but also empowers its members to navigate complex legal landscapes with confidence.

Description

Luminary is a specialized, cloud-centric platform tailored for wealth advisors, family offices, and estate-planning experts, enabling the conversion of traditional trust and estate documents into interactive digital records, compelling visualizations, and actionable insights, all enhanced by AI technology. By utilizing Luminary, users can seamlessly upload both legacy and modern planning documents and receive immediate, concise summaries along with extracted data, which can reduce review time by as much as 80%. The platform empowers users to create dynamic estate-flow diagrams and “waterfalls” that automatically refresh with updated asset valuations, providing clients with a clear understanding of distribution timelines and beneficiaries. In addition, it facilitates the modeling of complex strategies like GRATs, SLATs, and CLTs in a unified space, allowing for side-by-side comparison of options while enabling the rapid production of polished presentation materials that align with brand aesthetics in mere minutes instead of days. This transformative approach to estate planning not only enhances efficiency but also elevates client engagement through modern technological integration.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$26.95 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

LegalShield

Founded

1972

Country

United States

Website

www.legalshield.com

Vendor Details

Company Name

Luminary

Founded

2022

Country

United States

Website

www.withluminary.com

Product Features

Product Features

Alternatives

Alternatives