Case Study: Holden & Campbell achieves client clarity and streamlined estate-plan diagrams with Lucidchart

Holden & Campbell - Customer Case Study

Holden & Campbell, a small Annapolis estate‑planning law firm led by partner Frank Campbell, prepares complex wills, trusts, and directives for clients. The challenge was that these dense legal documents are hard for clients to understand at a high level, making it difficult to gather input and build confidence in the plan.

Frank uses Lucidchart to create simple one‑page diagrams that he projects during meetings and includes with the final documents, and he maintains reusable templates so his team doesn’t start from scratch. The visuals make plans easy to follow, speed up preparation, increase client understanding and trust, and have become a signature part of the firm’s client experience.

Holden & Campbell

Frank Campbell

Partner