Introduction LegacyShield is a subscription-based platform that simplifies and streamlines estate-planning and probate procedures for Canadians. By digitizing document creation, legal review, and asset-distribution tracking, the model reduces emotional and administrative burdens on families while ensuring every inheritance transfer meets provincial regulations and tax requirements.
Value to the Client Subscribers gain a secure portal where wills, power-of-attorney forms, beneficiary designations, and digital asset logs are generated through guided interviews. Automated checks flag inconsistencies, while on-demand consultations with estate lawyers provide peace of mind. Clients typically cut probate preparation time by 60 % and save an average of CA $2 300 in legal fees compared to traditional offline processes.
Target Audience
LegacyShield serves three core segments:
• Canadians aged 45-70 who are organising or updating their estate plans
• Adult children tasked with managing a parent’s affairs
• Small-business owners needing clear succession instructions for private shares and assets Uptake is strongest in Ontario, British Columbia, and Alberta, where real-estate values and blended families create complex inheritance scenarios.
Delivery and Distribution Channels
• Direct enrolment at legacyshield.ca with a 14-day free trial and needs-assessment wizard
• Employee-benefit add-on for insurance carriers and HR platforms
• Referral partnerships with financial planners, funeral homes, and credit unions
• Co-branded webinars with elder-law firms and seniors’ associations • API integration for wealth-management dashboards, allowing advisors to monitor clients’ estate-readiness status
Revenue Sources
• Monthly Subscriptions: Basic CA $19, Family CA $34, and Executive CA $59 (includes corporate succession tools)
• One-Time Legal Review: Flat CA $249 per will or trust document
• Probate Concierge: 1.2 % of estate value (capped at CA $6 500) for end-to-end filing support
• White-Label Licensing: Average CA $42/user/year for banks and insurers bundling the service • Affiliate Commissions: Partnership earnings from notaries, appraisal services, and estate-sale specialists
Key Partners and Resources
• Provincial law firms providing jurisdiction-specific templates and compliance audits
• Cloud security vendor offering SOC 2-certified data storage and encryption
• Payment processor supporting trust-account segregation for probate fees
• Digital signing platform meeting PIPEDA and provincial electronic-wills statutes Internal resources include a bilingual legal-ops team, a product engineering squad, and a dedicated customer-success desk.
Cost Structure
• Technology & Hosting – 30 %
• Legal Content & Compliance – 24 %
• Customer Support & Probate Concierge Staff – 18 %
• Marketing & Partner Incentives – 17 %
• General Admin & Insurance – 11 % The customer acquisition cost averages CA $76 with a payback period of 2.8 months on the Family plan.
Scalability and Sustainability LegacyShield’s modular template engine lets the platform expand to new provinces or introduce Francophone content rapidly. Probate workflow automations scale without proportional staffing increases, supporting thousands of concurrent estates. Hosting on 100 % renewable-energy data centres and allocating 4 % of annual profits to pro-bono estate planning for low-income seniors underpin long-term social and environmental sustainability.