LegacyMate connects individuals, families, and business owners with vetted experts in legal, financial, tax, and funding-related services.

We’re not a directory. We’re not a marketplace.

We’re a strategic matching platform that pairs you with professionals who fit your exact needs — estate planning, business funding, probate, tax relief, and more — all vetted for reliability, ethics, and results.

Every provider goes through a multi-step vetting process that includes experience verification, service quality review, past client outcomes, and ongoing performance monitoring.

We only match clients with experts who consistently demonstrate:

✔ High-level expertise

✔ Clear communication

✔ Proven results

✔ Client-first ethics

✔ Professional integrity

You get options that have already been screened—no guesswork, no gambling with your legacy.

No.

The matching process is completely free for you as the client.

You only pay the expert you choose to work with (attorney, tax specialist, funding partner, etc.), just as you normally would.

LegacyMate’s goal is zero friction and maximum clarity while connecting you to the right professional — not adding extra layers of cost.

No problem — that’s exactly why LegacyMate exists.

You don’t need to know the solution; you just need to know the problem or goal. Whether you’re dealing with…

...an upcoming estate plan,

...a complicated probate case,

...a tax issue with the IRS,

...the need for funding,

...or long-term asset protection…

You simply tell us your situation in plain language, and we’ll guide you to the right category and match.

Most matches happen within the same day, often within hours.

If your situation is urgent (probate deadlines, tax deadlines, funding timelines), we prioritize you and expedite your match immediately.

LegacyMate partners with:

• Estate planning attorneys

• Probate attorneys

• Trust administration experts

• Tax attorneys

• Tax relief specialists

• CPAs & financial strategists

• Business funding advisors

• Business formation experts

• Asset protection attorneys

• Wealth advisors

• Financial service providers

Basically: If the professional is tied to your money, legacy, assets, or long-term future — we help you find the right one.

Most matches happen within the same day, often within hours.

If your situation is urgent (probate deadlines, tax deadlines, funding timelines), we prioritize you and expedite your match immediately.

You could — but you’ll get:

❌ Random lists
❌ Pay-to-play directories
❌ Biased reviews
❌ Providers who aren’t vetted
❌ Time wasted trying to compare

LegacyMate eliminates all of that by delivering high-quality, pre-vetted, high-trust experts so you don’t waste time or risk choosing the wrong provider.

LegacyMate specializes in multi-vertical support.

We can match you with providers for:

• Funding

• Tax strategy

• Legal structuring

• Estate planning

• Asset protection

• Probate avoidance

• ...And more

Your business and personal legacy are connected — and we treat them that way.

We primarily work with:

✔ Business owners
✔ High-income professionals
✔ High-net-worth individuals
✔ Families dealing with estates
✔ Entrepreneurs seeking capital
✔ Anyone serious about protecting their future

If you value your time, privacy, and legacy — you’re in the right place.