Help clients create estate plans and grow your business.

With Koha Legacy Planner, you can help clients access affordable estate planning, while tracking their progress, and uncovering new referrals.

With Koha Legacy Planner, you can help clients access affordable estate planning, while tracking their progress, and uncovering new referrals.

High Quality Estate Plan Documents, Fast

Koha Legacy Planner empowers your clients to quickly create robust, legally-valid estate planning documents

Stand out from other advisors with a branded experience designed to help you get the credit you deserve for solving this critical client need.

Gain new oversight into the status of documents and be there to help clients get to the finish line.