Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Filevine Reviews & Ratings
    587 Ratings
    Company Website
  • LegalEdge Reviews & Ratings
    17 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • 8am Reviews & Ratings
    1,242 Ratings
    Company Website
  • InterProse ACE Reviews & Ratings
    147 Ratings
    Company Website
  • Time Management from ISGUS Reviews & Ratings
    27 Ratings
    Company Website
  • FastBound Reviews & Ratings
    24 Ratings
    Company Website
  • Muzaic Reviews & Ratings
    2 Ratings
    Company Website
  • LinkSquares Reviews & Ratings
    727 Ratings
    Company Website
  • Lawmatics Reviews & Ratings
    300 Ratings
    Company Website

What is Lawgic?

Lawgic is an innovative document-generation tool tailored for attorneys specializing in trusts & estates and family law, guiding users through an engaging question-and-answer format that culminates in the automatic production of comprehensive, state-specific legal documents, such as wills, trusts, premarital agreements, and marital settlement agreements. This groundbreaking platform utilizes patented “Intelligent Legal Technology” to personalize document provisions based on attorney responses, provide clear summaries of wills and trusts, and dramatically reduce drafting time, often saving attorneys anywhere from three to ten hours for each legal plan. Additionally, it supports various U.S. states with its specialized modules and offers integrated training alongside ongoing assistance, ensuring that lawyers can navigate the system with ease. Lawgic takes pride in combining expertly crafted content with efficient automation, enabling attorneys to focus on providing strategic advice instead of becoming overwhelmed by mundane document preparation. By simplifying the document creation workflow, Lawgic not only boosts the productivity of legal professionals but also enhances the overall quality of service delivered to clients. This results in a more efficient legal practice that can adapt to the changing needs of their clientele.

What is Bancroft?

Bancroft is a cloud-based estate planning platform tailored for financial advisors, registered investment advisors (RIAs), and firms, which simplifies the creation and management of estate documents for client households. Advisors can invite clients to a personalized portal where guided questionnaires for each document automatically populate relevant household details. This solution is equipped to generate a range of state-specific legal documents, such as wills, revocable trusts, powers of attorney, HIPAA authorizations, and other essential papers, while also giving advisors a detailed dashboard to track document progress and outstanding tasks. Furthermore, it includes trust-funding workflows that enhance the efficiency of asset retitling, beneficiary updates, and deed assignments, complemented by draft letters awaiting advisor approval. Among its many functionalities, Bancroft provides a secure Digital Safe for safeguarding household records, supports trust modifications, and offers visual aids for blended families to understand potential outcomes based on the order of death of either spouse. Importantly, although Bancroft delivers these software tools, it does not operate as a law firm, and users are advised to seek personalized legal counsel outside of the platform for specific needs. Ultimately, with its comprehensive set of features, Bancroft aspires to improve the estate planning experience for both advisors and their clients, fostering a more structured and effective approach to estate management while ensuring that users have the necessary resources at their fingertips.

Media

Media

Integrations Supported

Clio

Integrations Supported

Wealthbox

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$299/month
Advisor is $299/month or $3,199/year billed annually; it includes one advisor, up to 25 wills and trusts per year, and unlimited POAs, HIPAA, and supporting documents. Growth is $499/month or $450/month billed annually and removes document caps. Firm is $799/month or $717/month billed annually, with one seat included and additional seats at $249/month. Enterprise is custom-priced. Optional charges include $199 deed recording and $299 individual attorney review.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Lawgic

Date Founded

2000

Company Location

United States

Company Website

lawgic.com

Company Facts

Organization Name

Bancroft Sysyems

Date Founded

2024

Company Location

United States

Company Website

usebancroft.com

Categories and Features

Estate Planning

Not specified

Family Law

Not specified

Categories and Features

Estate Planning

Not specified

Popular Alternatives

Wealth Docx Reviews & Ratings

Wealth Docx

WealthCounsel

Popular Alternatives

Bancroft Reviews & Ratings

Bancroft

Bancroft Sysyems