LegacyLogic empowers financial advisors to elevate their client relationships and boost revenue through in-house estate planning services. Our cutting-edge platform connects advisors and clients with trusted estate attorneys, eliminating the need to refer clients out and risk losing them. We equip firms with powerful tools, turnkey workflows, and full support to deliver faster, smarter, and more profitable planning solutions. With LegacyLogic, advisors strengthen retention, deepen client trust, and unlock new growth opportunities.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Tulsa, Oklahoma 74105, Us
- Industry
- Software Development
- NAICS
-
Software Publishers
- HQ
- Tulsa, Oklahoma
Legacylogic Questions
Legacylogic's LinkedIn profile is https://www.linkedin.com/company/legacylogic
Legacylogic has
4 employees.
View email and phone details for 4
employees at Legacylogic.
Legacylogic's industry is
Software Development
Legacylogic's top competitors are
Wirebrain Software,
Psymbiotika Lab,
Earth Plus,
Rise Concepts Llc.
Legacylogic's categories are Software Development
Legacylogic's founding year is 2025
