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Legado

https://www.joinlegado.com/

Legado is a life planning platform helping your clients to store and share their most important documents, files, wishes and memories. Legado’s digital vault connects data, services and the network of people involved in personal planning and key life moments. The company is backed by M&G and FNZ and works with legal firms to optimise client engagement, create personalised experiences and provide a seamless digital service.

Key Services

Address

Edinburgh, Scotland

Key Contact

Name: Joe Grace
Tel: 07456 63 66 55
Email: [email protected]
Linkedin Acc: Joe Grace

Four ways a digital vault can enhance your client relationships
Charitable Legacies Firms & People Interest Organisations

Four ways a digital vault can enhance your client relationships

Legado April 23, 2021

How are you growing your client relationships? You are already your client’s go-to for professional advice or key legal services and products.That relationship is important to them—and valuable to you. What are your plans to grow it? Even people with excellent planning have an important area they may be neglecting: what is going to happen […]Read More

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