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The Easy-to-Use Digital Organizing Tool for You & Your Clients

The Ideal Compliment to Your Expert Services

LEO-PRO pairs your valuable services with our digital organizing and storage tool to secure peace of mind for your customers.

Clients can upload and store all prepared life & estate documents as well as capture personal details to make the settlement of their estate as easy and painless as possible.

Designed to support the efforts of estate attorneys, financial advisors, wealth managers, insurance professionals, and financial planners, LEO is...

  • A comprehensive digital lockbox and organizer
  • Easy to manage, simple to use & affordable
  • All-inclusive secure storage for all critical life details -
    • Estate documents, family history, end-of-life wishes, passwords, photos, pet care & more!
  • Bank-grade Security & Unequalled Support 
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Sign Up for LEO-PRO

LEO-PRO Helps You Help Your Clients..

Here's How...

  • LEO-PRO is quick and easy to set up and manage for you or your team.
  • LEO-PRO is a simple-to-use tool that makes it a whole lot easier and less overwhelming for your clients to gather and organize the critical documents and details of their life.
  • LEO-PRO provides an additional, added level of service leading to a better understanding of your client’s life and estate.
  •  LEO-POR helps you discover shortcomings in the client’s planning and documentation•
  • LEO-PRO differentiates you from your competition.
  • LEO-PRO opens future opportunities with client’s loved ones, relatives, friends, LEO trustees, associates and future generations.

Join the LEO PRO Team!

There is no better way to help your clients be prepared in this digital age. We offer attractive pricing, quantity discounts, and easy billing.

When you join LEO PRO, you offer your clients the opportunity to digitally organize and store the complete complement of your professional services PLUS any personal, historical messages, photos, etc. that would complete their end-of-life planning and simplify the estate settlement process.

Call the LEO team today to discuss our PRO plan and trial membership


LEO-PRO Value Proposition:

  • LEO license is simple to accomplish and up and running in a few minutes.
  • Reasonable Pricing - You only pay for what you sell versus upfront payments.
  • Unlimited use of the LEO digital application.
  • Unlimited number of assignees (attorneys, planners, advisors) to use LEO.
  • Unlimited number of client profiles can be written.
  • Bank Grade Security for storage of your clients’ LEO account.
  • Login from your website or from
  • Full access to LEO marketing content library (optional).
  • Co-branding collaboration opportunities.
  • Sales leads.
  • Unequaled support.
  • Five-year license agreement, renewable in two-year increments.

Partner with us Today!

Reasonable & Convenient Pricing Plan:

  1. For client profiles registered in LEO-PRO by assignees. 
  2. Commences on date of entry for client’s profile into LEO-PRO. 
  3. $5.00 per client’s profile, per assignee, per month for up to (20) profiles. 
  4. For (21) or more profiles $100.00 per assignee, per month, flat rate. 
  5. Number of client’s profiles rollover to the next year cumulatively. 
  6. If number of profiles falls below (20) profiles billing reverts back to (20) profile billing. 
  7. Billing occurs on the last day of the month. Proration for mid-month entry will apply. 
  8. License fee will be billed to posted credit card. 
  9. License fees will be billed throughout term of the agreement based on number of client profiles. 
  10. Optional $100.00 annual fee for access and use of LEO marketing library content.