For elder law and estate planning firms

Run Medicaid, estate plans, trust accounting, and your workshops from one system your staff already understands.

Legal System unifies Medicaid workflows, estate plan document generation, IOLTA trust accounting, and your workshop-to-client pipeline. One platform, built inside Stouffer Legal, a working elder law practice.

Book a 30-minute practice walkthrough

No self-serve signup. No pricing page. A partner walks you through how a firm like yours would run on Legal System.

Thank you. A Breichbilt partner will reply from a named email address within two business days to find a 30-minute slot that suits your firm.

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"Moving is the hard part." We move your matters, contacts, and trust balances with you, and your staff learns it alongside ours.

"What does it cost?" Custom pricing. One monthly service contract scoped to your firm and what you need built. No per-seat fees, no checkout button - we quote it after the walkthrough.

"We can't give up our tools." QuickBooks Online, LawPay, DocuSign, and Dropbox stay. Legal System connects to them.

Illustration of one Legal System client file: the workshop-to-signing pipeline, a Medicaid stage tracker with the 60-month look-back check, an IOLTA trust balance, and the signed estate plan documents, all connected to one client

Forged in practice. Not in a product lab.

Legal System was not designed from market research. It runs Stouffer Legal, a real elder law firm, every single day: thousands of matters, Medicaid crises, trust fundings, workshop seasons, and month-end IOLTA reconciliations. Every screen exists because a practicing firm needed it.

Illustration of an elder law office at night with organized files, a calendar, and a growth chart

Everything a firm runs on

One system. The whole practice.

Medicaid-first workflows

Spousal resource assessments, nursing home admission history, crisis versus preparation scenarios, and applicant details are first-class fields, not bolted-on customizations.

A document factory

Wills, revocable and irrevocable trusts, powers of attorney, deeds, and gun trusts generated straight from your templates, driven by the same client data everywhere.

IOLTA done right

Operating and trust registers per matter, IOLTA balance projections, and a transaction processor that posts batch deposits with trust allocations to QuickBooks.

Workshop-to-client pipeline

Seminar tracking, consultation outcomes, follow-up ticklers, and pipeline reports built around how elder law firms actually acquire clients.

One picture of every family

A shared family and asset model powers everything: estate plan design, Medicaid spend-down analysis, trust funding, and deliverable documents.

AI where it actually helps

Extract assets from uploaded statements, summarize client sentiment across calls and notes, and ask questions grounded in the client file.

Why it is different

Generic practice management stops where your work begins.

Most legal software treats every matter the same. Elder law is not the same. An engagement here is a Medicaid application with a spend-down plan, a trust package with funding to verify, an estate administration with deadlines that do not forgive. Legal System models each of these as what it really is, with its own intake, phases, and documents.

Three typed engagement folders, each with its own lifecycle phases

Typed engagements, not generic matters

Dozens of deliverable types, each with its own lifecycle from intake to signing.

Money handled the way bar rules demand

Trust and operating funds tracked separately on every matter, reconciled to your books.

Documents from data you already entered

The family and asset picture flows into every will, trust, deed, and analysis.

Marketing to matter, end to end

From workshop seat to signed engagement to closed file, one pipeline you can measure.

This is not software you sign up for. It is software you adopt.

Every firm runs differently, so there is no checkout button and no pricing table. We start with a conversation about how your practice works, and whether Legal System is the right fit.

Book a 30-Minute Practice Walkthrough