Lets financial advisors and wealth,
done for you.
LegacyLock is a backend document engine that lets independent financial advisors, MFDs and small wealth firms draft, version and re-issue estate planning documents under their own brand.
Free to start · No card needed · Money-back guarantee
What this is quietly costing you.
- Three pains sit on the advisor's desk today and erode both client trust and practice value: 1.
- Coverage gap: The advisor has mapped the client's assets — mutual fund folios, demat accounts, bank FDs, EPF — but discovery conversations routinely surface that ~90% of mass-affluent households have no will.
- The advisor has no compliant way to close that gap, so the planning conversation stalls at "you should consult a lawyer." 2.
If none of this sounds like your business, this isn't for you — and we'll say so in the free audit. If it does, every week you wait has a price on it.
Everything in one report.
LegacyLock is a
LegacyLock is a backend document engine that lets independent financial advisors, MFDs and
Ingests a client's
Ingests a client's existing nomination data and financial portfolio summary, then generate
Documents are produced
Documents are produced as advisor-branded PDFs with the advisor's letterhead, contact deta
State-of-the-will information is
State-of-the-will information is pushed back to the advisor's CRM as a record so rebalanci
LegacyLock is built agent-native — the entire job is run end-to-end by AI, not a team you have to hire, train, or manage. It just runs.
Three steps. No setup.
Claim it free
Drop your email above — takes about 10 seconds.
We build it on your real details
We put together your assessment for LegacyLock and send it over.
Use it, or have us run it
Keep it and act on it yourself, or we do the whole thing for you. Your call.
nomination-vs-intent audit template + one sample will drafte
LegacyLock is a backend document engine that lets independent financial advisors, MFDs and small wealth firms draft, version and re-issue estate planning documents under their own brand. The system in
- Specific to your business — no generic advice
- The exact gaps quietly costing you money
- What to fix first, in priority order
What agencies charge for this: ~₹4,000 value free today.
We're onboarding our first brands now — and standing behind the results in writing.
- Founding-customer pricing, locked in for early partners
- A money-back guarantee — if it doesn't deliver, you don't pay
- Built and run by the Divine Teams operators, not outsourced
Skip the line.
Pay once, and we start on your first deliverable immediately: a real result on your real business, delivered the same day. If it doesn't deliver, you don't pay.
- First deliverable lands today
- Built on your real data, nothing generic
- Money-back guarantee, in writing
Good to know.
Ready to see what LegacyLock can do for you?
Claim your free assessment. No card, no catch.