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Welcome to the LegacyIQ Waitlist

Thank you for your interest in LegacyIQ, the AI-powered platform designed to bring efficiency, security, and intelligence to estate planning.
By joining, you’re not just signing up—you’re helping us shape the future of estate planning. Your insights will guide us as we finalize features and tailor LegacyIQ to real-world needs.
Plus, as a waitlist member, you’ll get early access and a chance to directly influence the design and functionality of our platform.
Let’s get started!

What best describes your profession?

What best describes your profession?
A
B
C
D
E

If "Other", please let us know your profession.


How large is your firm or practice?

How large is your firm or practice?
A
B
C
D

Tell us your key priorities for Trust & Estate Management (Choose up to 3):

Tell us your key priorities for Trust & Estate Management (Choose up to 3):

What is your annual budget for estate management technology?

LegacyIQ helps you save on labor-intensive processes, reduce compliance risks, and manage estates with fewer resources, making each dollar go further
What is your annual budget for estate management technology?
A
B
C

What is your goal for using a tool such as LegacyIQ?


Contact Info

We promise, no spam here!
We’re collecting this info simply to keep you updated on our progress and gather more feedback as we build out LegacyIQ.
As a waitlist member, you’ll have unique opportunities to share your thoughts and help shape the features that matter most to you.
Please leave your info below—we’ll only reach out with things that count.

What is your name?

What is your email

What is your phone number?