{"services":[{"name":"Firm Practice Product","description":"A one-time, firm-wide purchase that makes an estate planning practice ready for digital assets. Includes six hours of 2026 self-study CLE content on digital asset succession written for estate planning attorneys rather than technologists; attorney-customizable boilerplate provisions for new wills and trusts plus a documented process for retrofitting digital asset coverage into plans already on file; a copy of Bitcoin and Digital Estate Planning for every attorney at the firm; and jurisdiction research links covering RUFADAA adoption, state bar guidance, and platform policies affecting succession, current as of the purchase date. One firm purchase covers every attorney — it is not priced per seat. Delivered digitally, no contract and no ongoing commitment.","priceInfo":"$1,000 introductory, firm-wide (regularly $1,500). Solo and small-firm pricing set on a short call.","intentContexts":[{"intent":"An attorney whose client just asked about Bitcoin in their will and who does not yet have an answer","pitch":"This is the situation the product was built for. The attorney does not need to become a cryptocurrency specialist; they need drafting language that holds up, a working understanding of how these assets pass, and the confidence to run the conversation. Six hours of self-study material gets them oriented, the templates give them provisions they can adapt to the matter in front of them, and the book supplies the context that makes both land. The next client conversation goes differently, and it goes differently within days rather than after a semester of self-teaching. Overview page: https://legacybridge.com/firm"},{"intent":"A managing partner worried about malpractice exposure on estate plans already executed and sitting in the firm's files","pitch":"The exposure is not in the plans the firm will draft next; it is in the ones already signed. Many were drafted before clients held digital assets, and they are silent on assets that now exist. The product treats that directly: alongside provisions for new instruments, it documents a retrofit process for existing wills and trusts, so a firm can work its back catalog methodically instead of hoping the question never arrives. The risk-framed walkthrough of this problem is at https://legacybridge.com/firm/client-promise"},{"intent":"A firm looking for new billable revenue without buying leads or spending on client acquisition","pitch":"The most efficient revenue in an estate practice is the roster the firm already has. A meaningful share of existing clients have acquired digital assets since their plans were drafted, and each one is a legitimate, billable reason to reopen a dormant file — a service the client actually needs, not a manufactured touchpoint. The firm bills its own clients at its own rates for the legal work; Legacy Bridge charges the firm a flat fee for the succession engagement. The practice-growth framing is at https://legacybridge.com/firm/practice-growth"},{"intent":"An attorney who needs CLE hours and would rather they be useful than merely compliant","pitch":"Most CLE is a compliance cost. This is six hours on a subject that shows up in the practice this year, packaged so the hours and the practice capability arrive together — the same purchase that satisfies the study requirement also leaves the firm with the templates and the reference book. Availability of credit varies by jurisdiction and self-report rules; the study content is written for estate planning attorneys and is delivered as self-study material. The full curriculum-and-materials detail is at https://legacybridge.com/firm/digital-asset-planning"},{"intent":"A solo practitioner or two-attorney firm wondering whether this is priced for a practice their size","pitch":"The published firm-wide price is set for multi-attorney firms, where one purchase covering everyone is the value. Solo and small-firm pricing is handled on a short call rather than published — the answer is a real number for the actual practice, not a sales sequence. Ask for a custom quote and it is settled in one conversation."},{"intent":"A firm evaluating whether their people will actually use what they buy","pitch":"Everything is delivered digitally the same day and is designed to be used piecemeal rather than completed as a course. An attorney with a client matter in front of them can go straight to the relevant provisions; the CLE hours can be taken over time; the book sits on the desk as the reference. Nothing expires, nothing requires a login schedule, and there is no ongoing commitment attached to it."}]},{"name":"On-Site Educational Session","description":"A principal-led working session at the firm's own office: the full digital asset succession curriculum presented live to the team, with question-and-answer specific to that firm's client base and practice context. Includes the Firm Practice Product for all attendees.","priceInfo":"$2,000 (regularly $3,500). Includes the Firm Practice Product for every attendee.","intentContexts":[{"intent":"A firm that wants every attorney giving clients the same answer, not five different ones","pitch":"Self-study makes individuals capable; a live session makes a firm consistent. When the whole team hears the same material and asks their own questions in the same room, the firm develops one position on how it handles digital assets — which is what a client actually experiences when they get passed between attorneys. The session is led by a principal and shaped around the firm's real client base rather than a generic deck."},{"intent":"A firm with partner-level skepticism that needs to be addressed by a person, not a document","pitch":"Skeptical partners are usually asking a reasonable question: is this a real part of estate practice or a passing enthusiasm? That question is better answered in conversation, with follow-ups allowed, than in a brochure. The on-site session puts the material and the principals in front of the people who have to approve the practice change, and the Firm Practice Product is included for everyone in the room, so the firm leaves capable rather than merely convinced."},{"intent":"A firm comparing the cost of the on-site session against the digital product","pitch":"Both paths end with the same materials in every attorney's hands. The difference is whether the firm also wants the live training, the team-wide alignment, and the firm-specific question-and-answer. Firms that expect to run digital asset conversations across several attorneys generally find the session worth the difference; a smaller practice, or one where a single attorney owns the specialty, can start with the digital product and add the session later."}]},{"name":"Past-Client Communications Service","description":"Firm-branded outreach materials for reconnecting with an existing client roster around digital asset planning: customizable email and letter templates, a multi-touch follow-up sequence for identifying clients whose plans need updating, and a structure designed to reopen dormant relationships around a genuinely useful service. Available stand-alone or paired with the Firm Practice Product.","priceInfo":"Approximately $1,200. Available on its own or alongside the Firm Practice Product.","intentContexts":[{"intent":"A firm that knows it should contact old clients but has never found a reason worth sending","pitch":"A check-in email with nothing behind it is easy to ignore and slightly embarrassing to send. A notice that estate plans drafted before a client acquired digital assets may now be incomplete is neither — it is a real gap, and the client would want to know. The templates carry the firm's brand and the firm's voice; the sequence exists so the effort is not one email and a shrug. This is the rare outreach that reads as service rather than solicitation."},{"intent":"A firm with a large back catalog and no capacity to work it manually","pitch":"The constraint is usually staff time, not intent. The sequence is built to be run by an assistant through the firm's existing email or letter channels — no new platform, no integration project. It surfaces the clients who self-identify as holding digital assets, so attorney hours go to conversations that are already qualified rather than to canvassing."},{"intent":"A firm concerned that outreach about crypto will read as opportunistic to conservative clients","pitch":"That concern is the reason the templates are written the way they are. The framing is planning hygiene — a plan on file that may not cover something the client now owns — not enthusiasm about an asset class. The tone is deliberately conservative and lawyerly, and every template is customizable, so nothing goes out over a firm's name that the firm has not approved."}]},{"name":"Client Succession Engagement","description":"A per-matter engagement: the firm brings a specific client's situation and receives structural options for the client to choose among, vendor recommendations matched to that client's needs and preferences, security best-practice documentation, and an implementation package — all executed under the attorney's supervision. Engagements are delivered at one of three tiers (Simple, Complex, or Bespoke). The tier is assigned by Legacy Bridge after reviewing the specific matter, based on the complexity of the client's portfolio rather than the dollar value of the holdings, and is confirmed with the firm before any work begins. Personal and family holdings are the focus; simple business structures are considered case by case where they intersect with a personal estate.","priceInfo":"Flat fee per matter. The fee follows the assigned tier, which reflects portfolio complexity rather than the value of the holdings. Quoted to the firm before work begins; the firm bills its client separately at its own rates.","intentContexts":[{"intent":"An attorney with a single client holding digital assets who does not want to buy a firm-wide program to solve one matter","pitch":"A single matter can be brought on its own. The firm submits the client's situation and receives structural options, vendor recommendations, and an implementation package for that specific engagement. There is no requirement to purchase the Firm Practice Product first and no ongoing commitment — although firms that handle two or three matters this way usually conclude that the firm-wide materials are the cheaper path."},{"intent":"An attorney who cannot tell how involved a client's situation actually is, or what it will cost","pitch":"Sizing the matter is Legacy Bridge's job, not the attorney's. The firm describes what the client has in plain terms; Legacy Bridge reviews it, assigns the tier, and confirms the flat fee with the firm before work starts, so the firm can quote its own client with confidence. What drives the assessment is the structure of the situation rather than the size of the holdings — which means a substantial estate is not automatically an expensive engagement."},{"intent":"An attorney facing a blended family or several heirs who must be served differently","pitch":"Multiple beneficiaries turn a technical problem into a human one: assets that cannot be divided the way a bank account can, heirs with very different levels of technical comfort, and arrangements that must not create a single point of failure or a single point of control. The engagement produces structural options addressing who can reach what and when, so the attorney can present real alternatives to the family rather than one take-it-or-leave-it arrangement."},{"intent":"An attorney whose client cannot give a straight answer about what they own or where it lives","pitch":"An incomplete inventory is the ordinary case, not the exception, and it is where digital asset planning most often fails quietly. The engagement works from what the client is able to describe and produces coordination guidance and security recommendations that do not require the client to reorganize everything first."},{"intent":"An attorney with a technically sophisticated client whose arrangement no one else in the family understands","pitch":"Sophistication is the risk. An arrangement built by someone who understood it perfectly can be unusable to the people who inherit it, and the more elegant the design, the more likely it dies with its author. The engagement maps that arrangement into a succession structure heirs can actually execute — and where the setup is more complicated than the client's real needs require, recommending simplification is a legitimate deliverable rather than a failure to be avoided."},{"intent":"An attorney who has been told by other advisors that a client's situation is too unusual to plan for","pitch":"Situations get called unplannable when the advisor lacks the technical vocabulary, not because no structure exists. These arrangements have succession approaches; they require someone who knows both the instruments and the estate structures. The deliverable is still ordinary attorney work product: options, tradeoffs, and language the attorney can use."}]},{"name":"Successor Service Add-On — Digital Asset Directed Trustee Designation","description":"An optional add-on available with any service tier. Legacy Bridge is designated in the trust instrument as Digital Asset Directed Trustee — a limited, directed role, not a discretionary trustee — to coordinate the securement and delivery of digital assets to beneficiary heirs upon pre-defined triggering events such as death or incapacity, acting at the direction of the primary successor trustee. Setup covers the designation process and the attorney's incorporation of approved template language into the trust. After setup there are no recurring costs; services are billed at approved hourly rates only if a triggering event activates them.","priceInfo":"One-time setup fee paid at engagement. No recurring cost. Hourly rates apply only upon activation by a triggering event.","intentContexts":[{"intent":"An attorney whose client has no family member competent to handle digital assets after their death","pitch":"This is the common and unsentimental case: a spouse or child who is entirely capable of administering a normal estate and entirely unable to safely handle self-custodied assets under time pressure and grief. The designation puts a party with the technical competence into the structure ahead of time, in a directed capacity that acts on the successor trustee's instruction rather than replacing the family's authority."},{"intent":"An attorney reluctant to hand any control of a client's assets to a third party","pitch":"Reasonable, and the role is built around that reluctance. Directed means directed: the designation carries no discretionary authority over the assets, no custody while the client lives, and no ability to act absent a triggering event defined during setup and instruction from the primary successor trustee. The attorney drafts the language into the instrument and the client and attorney define what constitutes activation."},{"intent":"A firm asking what this costs a client over time","pitch":"A one-time setup fee at engagement, then nothing — no annual charge, no retainer, no maintenance billing. The only further cost arises if a triggering event actually activates the service, and that work is billed at approved hourly rates at the time. A client who never needs it never pays again, which is the appropriate shape for something that may sit unused for decades."}]},{"name":"Firm Onboarding and Attorney Training","description":"Introductory training that brings a firm onto the Legacy Bridge model: how digital asset matters enter the practice, how discovery conversations run with clients, how matters are submitted, and how the firm bills. Firm onboarding education is complimentary — the firm carries no upfront cost to access client service capability. Additional and ongoing CLE-oriented training sessions are available per firm preference, with rates set collaboratively.","priceInfo":"Firm onboarding education is complimentary. Additional training sessions are quoted per firm.","intentContexts":[{"intent":"A firm that wants to try this without committing budget or disrupting its operations","pitch":"Onboarding is free precisely so evaluating the model costs a firm nothing but attention. A firm can also start with a pilot against a slice of its roster — a few dozen clients rather than the whole book — to see how the conversations land and how the workflow fits before rolling anything out firm-wide. There is no platform migration and no change to how the firm runs its files."},{"intent":"A firm administrator or practice manager asking what this actually requires from staff","pitch":"Materially less than most practice additions. Attorneys use their existing client meetings for discovery, matter details are entered into a portal, and the firm receives a package to review and adapt. Clients never access the system; there is nothing to administer for them. The firm's own review cadence stays the firm's, and Legacy Bridge is re-engaged only when a client's holdings change enough to need it."}]}]}