Sign in

Attorney partners

Every will and trust. A practical next step.

Help clients leave their spouse a way to find accounts, pay bills, and contact the right people. Add Studio Keys Legacy to every will and trust you prepare, with a guided checklist and private instructions for the family.

Create a Partner account →How it works
A couple meeting with their attorney across a desk No vault details, ever

Demo data shown

How the program works

Your firm. Their family's next steps.

Legacy helps families find information. It does not replace a will, trust, or the provider's rules for transferring an account.

A smiling couple meeting with their attorney in a bright office
01

Invite while you draft.

Send a branded invitation while preparing a will or trust. Your firm name, logo and color appear on the sign-up page and the Legacy emails, always alongside Studio Keys.

An older couple going through papers and a phone at the table
02

Clients get ready.

Clients work through the family checklist, choose beneficiaries, and leave instructions for each account. Your dashboard shows who has set up Legacy so you can follow up.

An attorney checking his phone by an office window
03

Confirm, only with permission.

Clients can let your firm confirm passing or incapacity for a specific beneficiary. Your confirmation ends their wait early and emails the owner. Your firm never receives access unless separately named as a beneficiary.

Demo data shown

Your partner dashboard

See who is set up. Nothing more.

Linked clients, their plan, Legacy status, beneficiary count and last check-in. Never a password, item name or folder.

The Attorney partners page in Studio Keys for Reyes & Cole Law: 4 linked clients and a branded invite link
The partner client list: four clients with their plan, Legacy status, beneficiaries and last check-in

Real app. Demo data shown.

Helpful oversight

See who is set up.

Client names, plans, setup status, beneficiary counts, and last check-in dates.

Private passwords

Nothing from the vault.

Vault contents, item names, folder names, and beneficiary details stay private. Clients can unlink anytime.

Pricing on request

Client pays, or the firm does.

Clients can pay for their own plan, or your firm can cover the service. Contact us through your Studio Keys account.

Add Legacy to every plan you write.

Create a Partner account and send your first branded invitation today.

Create a Partner account →See pricing