Add the Most Powerful Conversation
in Finance to Your Business
Deliver estate planning the way it should be simple, profitable, and transformational with the 3-Step Legacy Planning Process™
Add the Most Powerful Conversation in Finance to Your Business
Deliver estate planning the way it should be simple, profitable, and transformational with the 3-Step Legacy Planning Process™
What is LegacyLock?
LegacyLock is your trusted system for modern estate planning, designed to be everything traditional planning is not, but should be. Through our proven 3-step Legacy Planning Process™, you will be empowered to help your clients take control of their future with confidence.
67% of Americans have no estate plan – the demand is massive.
Most advisors avoid it due to legal complexity and uncertainty.
With LegacyLock, you offer a powerful new service—without becoming an attorney.
What is LegacyLock?
LegacyLock is your trusted system for modern estate planning, designed to be everything traditional planning is not, but should be. Through our proven 3-step Legacy Planning Process™, you will be empowered to help your clients take control of their future with confidence.
67% of Americans have no estate plan – the demand is massive.
Most advisors avoid it due to legal complexity and uncertainty.
With LegacyLock, you offer a powerful new service—without becoming an attorney.
"Estate planning is broken. Advisors inform… but leaders transform.
The Legacy Planning Process™ is how you lead.”
- Court Pitcher
Founder of LegacyLock
"Estate planning is broken. Advisors inform… but leaders transform. The Legacy Planning Process™ is how you lead.”
- Court Pitcher
Founder of LegacyLock
The Proven 3-Step Legacy Planning Process™
The Legacy Planning Process™ is everything traditional estate planning isn’t—but your clients wish it was. This turnkey 3‑step system makes it easy for you to deliver a clear, confident estate planning experience. It removes complexity and legal overwhelm, giving you a simple, repeatable way to protect your clients’ legacies, deepen relationships, and grow your practice.
Create Customized
Estate Documents
With your client, so you're
the one delivering real value.
Fund The
Trust Correctly
Ensure it's properly funded,
so your planning protects.
Asset Protection & Optimization
Add holistic value while reinforcing
your role as the trusted advisor.
What Each Step Really Means for Your Practice:
Create Customized
Estate Documents
An In-House Estate Planning Solution That Keeps You in Control
Guide clients through a personalized, attorney-backed process to create a complete estate plan, without handing them off or losing the relationship.
Included documents:
→ Revocable Living Trust
→ Certificate of Trust
→ Last Will & Testament
→ Financial Power of Attorney
→ Healthcare Power of Attorney
→ Advance Directives (Including Living Will)
Fund The
Trust Correctly
Properly Align and
Fund the Trust
Ensure every asset is titled and transferred correctly, so the plan works when it matters most. LegacyLock simplifies one of the most overlooked (and critical) parts of estate planning: trust funding.
Included asset types:
→ Real Property
→ Titled Property (as needed)
→ Financial Accounts & Assets
→ Beneficiary Statement Alignment
Asset Protection & Optimization
Proactively Protect &
Optimize the Estate
Go beyond basic planning by helping clients identify and prepare for real-world risks that could threaten their legacy. This final step brings everything together, so your clients feel fully protected and your value is undeniable.
Key areas we evaluate:
→ Unexpected Lawsuits
→ Catastrophic Health Events
→ Unexpected Death
→ Income Optimization
→ Market Risk & Volatility
→ Unnecessary Taxation
What Each Step Really Means for Your Practice:
Create Customized
Estate Documents
An In-House Estate Planning Solution That Keeps You in Control
Guide clients through a personalized, attorney-backed process to create a complete estate plan, without handing them off or losing the relationship.
Included documents:
→ Revocable Living Trust
→ Certificate of Trust
→ Last Will & Testament
→ Financial Power of Attorney
→ Healthcare Power of Attorney
→ Advance Directives (Including Living Will)
Fund The
Trust Correctly
Properly Align and
Fund the Trust
Ensure every asset is titled and transferred correctly, so the plan works when it matters most. LegacyLock simplifies one of the most overlooked (and critical) parts of estate planning: trust funding.
Included asset types:
→ Real Property
→ Titled Property (as needed)
→ Financial Accounts & Assets
→ Beneficiary Statement Alignment
Asset Protection & Optimization
Proactively Protect &
Optimize the Estate
Go beyond basic planning by helping clients identify and prepare for real-world risks that could threaten their legacy. This final step brings everything together, so your clients feel fully protected and your value is undeniable.
Key areas we evaluate:
→ Unexpected Lawsuits
→ Catastrophic Health Events
→ Unexpected Death
→ Income Optimization
→ Market Risk & Volatility
→ Unnecessary Taxation
Two Ways To Add The
3-Step Legacy Planning Process™
To Your Business
LegacyLock
Licensee
Want a Hands-Off Approach?
Legacy Planning
Practitioner
Want to Enhance Your Proprietary Process?
Let our expert team handle the heavy lifting
so you can offer estate planning without adding more to your plate. As a Licensee, LegacyLock manages data gathering, initial interviews, and backend support while you remain the face of trust and value for your clients. Becoming a licensee is ideal for those looking to grow their business immediately.
Included with your license:
→ Access to Concierge Service
→ LegacyLock Quick Start Course
→ On-Demand Learning Portal
→ Custom Onboarding Session
→ Complimentary Trust After 5 Referrals
Take full ownership of the estate planning process
and unlock a high-value, high-margin service you control. As a Practitioner, you’ll get all the training, support, and tools needed to implement LegacyLock independently. Customize it, brand it, and integrate it into your client experience while increasing your value (and your revenue).
Included with your practitioner access:
→ Access to Concierge Service
→ Access to LegacyLock Quick Start Course
→ Access to Legacy Planning Academy
→ Custom Onboarding Sessions
→ 30-Minute Monthly Strategy Call for Your Team
→ 2x/month Group Coaching
→ Quarterly In-Person Training: Legacy Planning Mastermind
→ Complimentary Trust
Two Ways To Add The
3-Step Legacy Planning Process™
To Your Business
LegacyLock
Licensee
Want a Hands-Off Approach?
Let our expert team handle the heavy lifting
so you can offer estate planning without adding more to your plate. As a Licensee, LegacyLock manages data gathering, initial interviews, and backend support while you remain the face of trust and value for your clients. Becoming a licensee is ideal for those looking to grow their business immediately.
Included with your license:
→ Access to Concierge Service
→ LegacyLock Quick Start Course
→ On-Demand Learning Portal
→ Custom Onboarding Session
→ Complimentary Trust After 5 Referrals
Legacy Planning
Practitioner
Want to Enhance Your Proprietary Process?
Take full ownership of the estate planning process
and unlock a high-value, high-margin service you control. As a Practitioner, you’ll get all the training, support, and tools needed to implement LegacyLock independently. Customize it, brand it, and integrate it into your client experience while increasing your value (and your revenue).
Included with your practitioner access:
→ Access to Concierge Service
→ Access to LegacyLock Quick Start Course
→ Access to Legacy Planning Academy
→ Custom Onboarding Sessions
→ 30-Minute Monthly Strategy Call for Your Team
→ 2x/month Group Coaching
→ Quarterly In-Person Training: Legacy Planning Mastermind
→ Complimentary Trust
Want To Attend Our In Person Mastermind?
Our in-person Legacy Masterminds are designed to accelerate your growth, deepen your planning skills, and equip you with the tools to serve families at an elite level. Each session brings together licensees, practitioners, and the Legacy Lock team for high-level training, collaborative workshops, and hands-on support. If you're committed to mastering the Legacy Planning Process, these are the events you don’t want to miss.
What You Can Expect at Each Mastermind:
-Deep-dive workshops into the Legacy Planning Process
-Live case studies + walk-throughs of real client scenarios
-Hands-on training to strengthen planning, presentation, and implementation
-Collaborative breakouts with fellow advisors and practitioners
-Direct Q&A with legacy coaches
Next Upcoming Mastermind:
✔ February 18th &19th
Wednesday and Thursday
LegacyLock Headquarters, Utah
2026 Mastermind Dates:
February 18th & 19th
April 22nd & 23rd
June 10th - 11th
September 2nd - 3rd
November 11th - 12th
Meet Your Legacy Team
The Legacy Planning Process is built on one simple belief: families deserve clarity, confidence, and a plan that reflects what matters most. Our team brings decades of experience, heart, and intentionality to every conversation. We’re here to guide you, support you, and help you build a legacy that lasts.
Court Pitcher
Co-founder
Court is committed to helping families build plans that bring confidence, protection, and peace of mind—work inspired by his own life experience. After losing two close friends unexpectedly in 2005, he developed a passion for legacy planning and the importance of preparing for life’s uncertainties. As a co-creator of the Legacy Planning Process, he ensures every client begins with the end in mind and receives a clear, education-driven path forward. He believes families deserve more than products—they deserve a process that honors their values, goals, and long-term vision. Court finds purpose in helping people create plans that support their loved ones whether they are here or not. Outside of work, he enjoys traveling with his wife and children, staying active through sports, and cheering for his beloved Nebraska Cornhuskers.
Jereme Roodhouse
Managing Partner
Jereme is on a mission to empower families to live intentionally, using money as a tool to fulfill their life’s purpose. Through the Legacy Planning Process, he helps people build purpose-driven plans that protect loved ones, optimize cash flow, minimize taxes, and create lasting impact through generosity. He believes every individual is a value creator—not just a consumer—and deserves a process that prioritizes clarity over complexity. After 20 years of military service as a Marine and Army Guardsman, Jereme brings discipline, empathy, and steadiness to every family he serves. Today he lives in the mountains of North Idaho with his wife, four kids, two grandkids, and a lively mix of furry and wooly companions. When he’s not serving families, he’s outdoors exploring the mountains he calls home.
Jeremy Dopp
Co-founder
Jeremy is driven by a simple belief: every family deserves honest guidance and a plan that supports the life they want to live. As the managing partner of the Legacy Planning Process, he helps people navigate retirement, cash flow, Social Security, and protection planning with clarity and confidence. He approaches each client like family—offering only the strategies he would recommend to his own parents, siblings, or children. Known for his collaborative approach, he partners with attorneys and accountants to ensure every part of a plan works together, not against itself. Jeremy has a heart for young families and advocates for proper protection, wills, and guardianship planning that secure what matters most. He lives in Queen Creek, Arizona with his wife, Jenny, and their four daughters, and loves traveling, sports, and serving in his church community.
Office: 1234 S Power Rd #101 Mesa, AZ 85206
Email: [email protected]
Policies
Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. MyLegacyLock.com and My Legacy Lock LLC, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.