SyncGrid Legacy · Built for Estate Planning Practices
You protect families for generations. Your follow-up shouldn't die in a week.
SyncGrid Legacy gives your practice an AI back-office team: it watches your matters and relationships, drafts the chasing, check-ins, and thank-yous you'd write if you had the time — in your voice — and holds everything for your approval. You stay the counselor. It keeps the follow-through alive.
30 minutes, your screen or mine. No pitch deck — the live product.
A practice built on trust and referrals.
Both live or die on follow-through.
The engagement letter that never came back
A great consultation, a warm yes — and then silence. Chasing signatures feels beneath the work, so it doesn't happen, and the matter dies unsigned.
Plans that quietly go stale
Clients sign and disappear for a decade while laws change, families grow, and businesses sell. The review that would protect them — and produce revenue — never gets scheduled.
Referral partners you forgot to thank
Advisors and CPAs feed your practice. When the follow-up and thank-yous slip, the referrals quietly go to whoever stays in touch.
You are the practice
The counsel, the chasing, the scheduling, the check-ins — all of it routes through your memory. Every new client makes the bottleneck worse.
How it works — while you sleep, before you approve
Overnight, the team works
It reviews your matters and relationships, finds what's going quiet — the unsigned engagement, the client gone dark, the partner who deserves a thank-you — and drafts each message in your voice.
Morning: you decide
Over coffee, read each draft and approve, edit, or reject. Two minutes. Nothing — nothing — goes out without you.
Nothing falls through
Engagements get signed. Stale plans come back for review. Referral partners feel appreciated — and keep referring. The practice compounds.
Built for a profession where trust is everything
- It never practices law — you do. The team drafts communications and reminders, never legal advice or legal instruments. The counsel is always yours.
- Nothing sends without your approval.Every draft waits for your explicit yes. That's the architecture, not a setting.
- SyncGrid Legacy cannot read your inbox.Its Google permissions are deliberately minimal — send-only email, calendar, and only files it creates. Verified by Google's own review, July 2026.
- It works alongside your planning platform.Your document tools create the plan; Legacy keeps the relationships and follow-through alive around it.
"SyncGrid completely transformed the way I run my business. It honestly feels like having an entire support and strategy team built into a single platform. Since implementing SyncGrid, I've saved countless hours every week and gained confidence that my business systems are operating at a much higher level."
— Michael Parker
Founder, LegacyPath Estate Planning
What your practice gets
$397/month
Month-to-month. No lock-in. Your data is yours. Content engine included — posts, images, and video in your voice.
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Talk to the founder, see the live product, decide with your own eyes.