Legacy Logix
What it is
Legacy Logix provides AI-powered estate management and settlement software that helps executors and estate planning attorneys organize, monitor, and settle estates. Users upload estate documents and assets, and the AI automatically processes and organizes them. Partners with law firms as an extension to their estate planning and administration practice. Two products: Estate Management (ongoing plan monitoring) and Estate Settlement (for executors). Listed on Utah Bar website as a resource. Mountain View, CA based. Founded after creator settled their own parents’ estate. Very small: 117 LinkedIn followers, ~7 employees, EV 0. Category reclassified from contract-lifecycle to practice-management.
Company Info
- Founded: 2023
- Team size: 1-10 employees
- Funding: $1.9M
- HQ: United States
- Sector: Transactions, Family Office
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This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
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