A licensed attorney
on your estate plan.
Logan's Legacy plan includes review and certification of every document by a licensed California estate planning attorney — before anything is delivered to you. Professional accountability at a price that actually makes sense.
LOGANRevocable Living Trust
Last revised May 2026
Attorney certified
Reviewed and certified by a Licensed California Estate Planning Attorney.
What attorney review actually includes.
Document Review
A licensed California estate planning attorney reviews every document in your package before delivery — trust, will, POA, and healthcare directive — for completeness and California statutory compliance.
Attorney Certification
Your certificate of trust is signed and certified by the reviewing attorney. Banks and financial institutions respond faster to attorney-certified certificates than to uncertified documents.
Attorney Cover Letter
A cover letter on law firm letterhead accompanies your retitling requests to financial institutions. Institutions respond more quickly to attorney requests than to individual requests.
Annual Attorney Consultation
A 30-minute video consultation with a licensed estate planning attorney each year to review any changes to your plan, your assets, or your family situation.
The difference attorney review makes.
Banks respond faster
Financial institutions retitle accounts faster and with fewer requests for additional documentation when an attorney-certified certificate of trust accompanies the request.
Professional accountability
When a licensed attorney certifies your documents, their professional license and malpractice insurance back that certification. That is a different level of accountability than a software-generated document alone.
Peace of mind
For families with significant assets, business interests, or complex situations, knowing a licensed attorney has reviewed the documents provides a level of confidence that software alone cannot.
How attorney review works.
Complete your intake
Answer the same plain-English questions as any Logan plan. Your intake takes about 45 minutes.
Documents are generated
Logan generates your complete document package from attorney-drafted state-specific templates.
Attorney review
A licensed California estate planning attorney reviews your complete document package within 2 business days. If anything needs clarification they will reach out directly.
Certified delivery
Your reviewed and certified documents are delivered to your vault with the attorney's certification attached. Your certificate of trust includes the attorney's signature and bar number.
Licensed. Experienced. Accountable.
Every Legacy plan document is reviewed by a licensed California estate planning attorney with experience in revocable living trusts, wills, powers of attorney, and advance healthcare directives. The reviewing attorney's name, bar number, and certification appear on your certificate of trust.
Attorney review is available for California residents on the Legacy plan. Additional states will be added as Logan expands.
What Legacy includes that others don't.
Complete document package
Attorney-drafted templates
Asset inventory and funding
Joint trust for couples
Shared family vault
Attorney document review
Attorney-certified certificate of trust
Attorney cover letter for retitling
Annual attorney consultation
Unlimited attorney-reviewed amendments
Legacy plan setup is $499 for individuals. First year of membership included. $379/year from year two.
Get attorney review on your estate plan.
One-time setup. First year free. No hidden fees.
Essential
Individual protection for the fundamentals.
First year free · then $99/yr
- Revocable living trust
- Pour-over will
- Power of attorney
- Healthcare directive
- Asset inventory and trust funding guidance
- Document vault and beneficiary management
Legacy
Your personal estate planning attorney, on call year-round.
First year free · then $379/yr
- Everything in Family
- Licensed estate planning attorney reviews all documents before delivery
- Attorney-certified certificate of trust
- Annual 30-minute attorney consultation
- Unlimited attorney-reviewed amendments
- Priority support with attorney response
Family
Full coverage for couples and growing families.
First year free · then $149/yr
- Everything in Essential
- Joint trust for two co-grantors
- Two pour-over wills
- Shared dashboard access
- Shared family vault
- Successor trustee portal
- Guardian designation for children
All plans include a 30-day money-back guarantee. First year of membership included with every plan. Annual renewal is optional — your documents are yours after setup. Membership keeps your plan current with life events, amendments, and continued vault access.
Compare every feature on the full pricing page.
A licensed California estate planning attorney reviews every Legacy plan document package. The attorney's name and California bar number appear on your certificate of trust certification.
The reviewing attorney checks that your documents are complete, that the trust structure is consistent across all documents, and that the execution requirements comply with California law. The attorney is not providing legal advice — they are certifying document completeness and statutory compliance.
Legacy plan documents are reviewed and returned within 2 business days of your intake completion.
No. Attorney review confirms document completeness and California statutory compliance. For complex situations — large estates, business succession, blended families, significant tax planning — consult a licensed estate planning attorney directly. Logan is not a substitute for personalized legal advice.
Currently attorney review is available for California residents on the Legacy plan. Additional states will be added as Logan expands its attorney network.
A 30-minute video call with a licensed estate planning attorney to review any changes to your plan, assets, or family situation. The attorney can answer questions about your existing documents and flag anything that may need updating. The consultation does not constitute ongoing legal representation.
Looking for the full estate plan? See everything Logan covers.