Spot legal gaps
Lexa helps you identify missing documents, risks, and outdated plans.
Meet Lexa - your AI legal guide - for life
She'll help you build a personalized legal life-plan in 60 minutes - protecting your people, your assets, and your future.
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What is a Legal Portfolio™?
A Legal Portfolio™ is more than a will—it’s a legal plan for your life.
A will is just one piece of the puzzle. A true estate plan looks at everything you own, clarifies what taxes and costs you or your loved ones will face, and includes strategies to reduce those costs and make the transition as smooth as possible.
Life is complex—blended families, vulnerable beneficiaries, business interests, tax exposure, evolving relationships, and personal wishes that go far beyond a simple inheritance clause.
A Legal Portfolio™ brings it all together. It reviews your full legal, personal, and financial picture, ensuring nothing is left to chance. It’s more than a document—it’s a plan to protect your assets, guide decisions, and carry your values forward.
With Lexa’s guided intake, you’re supported every step of the way—no legal background needed.
The Power of a Legal Portfolio™
Optimize Your Plan
Review your current arrangements to reduce taxes, avoid delays, and strengthen protection for your assets and loved ones.
Secure Your Future
Build a clear, actionable roadmap so your wishes are carried out and the transition is as smooth as possible.