1. Guided Questions
Simple, step-by-step questions walk you through the process in plain language.
Online Estate Planning & Life Insurance — Attorney-Backed and Secure
+8k Happy users
Create your will, trust, and life insurance plan online with guided questions.
Start My Estate Plan
Trusted by the world’s top brands
reviews
4.9/5
From 2k+ reviews
HOW IT WORKS
Easy As
We send better-prepared clients. We reduce back-and-forth. We keep documentation organized. Estate planners, life insurance specialists, and notaries get a clean workflow and clear expectations.
2. Select Attorney
You hand-pick a local planner or attorney with experience with your specific case. Professionals are carefully selected to ensure quality and experience.
3. Finish with Confidence
Complete online, request attorney review, or schedule local support. Seamlessly from digital to in-person review.
Built for your Legacy
We match clients to the right professional based on location and need. Professionals receive cleaner intake and organized information.
Case Study
Tether has completely transformed how our remote team connects. What used to feel like a scattered group of individuals now feels like a true culture we’re proud of.
Our people are more engaged, communication flows naturally, and we’ve seen measurable improvements in both morale and productivity
Jordan Lee
CFO at Brightwave
Real stories of growth and Safety
“Switching to Tether streamlined our operations overnight. Meetings are shorter, tasks are clearer, and our team finally feels aligned around the same goals.”
Sophia Reynolds
Head of Operations at Brightwave
“Switching to Tether streamlined our operations overnight. Meetings are shorter, tasks are clearer, and our team finally feels aligned around the same goals.”
Marcus Bennett
Director of Marketing
“Switching to Tether streamlined our operations overnight. Meetings are shorter, tasks are clearer, and our team finally feels aligned around the same goals.”
Christopher Johnson
Team Lead, Horizon
“Before Tether, onboarding new hires was a headache. Now, training modules are automated, progress is tracked in real time, and new team members feel productive within days instead of weeks.”
Ethan Ramirez
Director of IT
PARTNERS
Why professionals like working with Legacy Life
We send better-prepared clients. We reduce back-and-forth. We keep documentation organized. Estate planners, life insurance specialists, and notaries get a clean workflow and clear expectations.
Estate Planners
Clients arrive with structured answers, uploaded files, and fewer gaps. You spend less time collecting basics and more time advising.
- Intake is completed before the consult
- “I don’t know” flags the exact issue
- Files uploaded and organized per client
Life Insurance Specialists
Faster quotes and cleaner applications. Client data is saved and reused. Coverage stays aligned with estate planning goals.
- Prefilled quote and application data
- Better beneficiary alignment
- Less retyping and fewer errors
Notaries
Clear signing instructions and documents that are ready. Fewer cancellations. Less confusion at the appointment.
- Clients know what to bring
- Documents prepared in advance
- Simple scheduling and confirmations
Built for quality referrals
We match clients to the right professional based on location and need. Professionals receive cleaner intake and organized information.
Everything you need to know
What exactly is Tether?
Legacy Life is a Platform designed to streamline the process of estate planning, by building a more intimate connection with planners and retirees, clients and attorney relationships. It is our Core Values.
How does Tether improve team collaboration?
Tether provides tools for real-time communication, shared rituals, and structured team-building activities. By integrating these into daily workflows, Tether ensures teams stay in sync, feel connected, and work together more effectively.
Can Tether work with remote or hybrid teams?
Absolutely. Tether is designed with flexibility in mind, making it ideal for remote, hybrid, and in-office teams. The platform helps bridge distance by creating shared experiences that keep people engaged no matter where they’re working from.
What makes Tether different from other collaboration tools?
Unlike standard productivity tools, Tether focuses on strengthening human connection. It combines collaboration features with rituals and team-building practices that nurture culture, trust, and alignment—not just task management.
Does Tether integrate with the tools we already use?
Yes. Tether is designed to fit seamlessly into your existing workflow. It integrates with popular workplace tools so your team can stay connected without adding extra complexity.
Tether