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Case Study: Legacy Planning Advocates achieves enhanced client engagement and streamlined estate planning with MyCase
A MyCase Case Study
Legacy Planning Associates - Customer Case Study
Legacy Planning Advocates is a solo estate‑planning firm in Overland Park, KS led by David Crandall. After seeing traditional, document‑centered planning repeatedly fail and lead to probate, Crandall redesigned his practice to deliver highly personalized plans, ongoing maintenance, and easier case handoffs to remote paralegals — creating a need for a simple, client‑focused practice management tool.
Crandall chose MyCase (client portal, document management, website) for its clean, user‑friendly interface that enables 24/7 client collaboration, faster document sharing, and smooth remote‑staff workflows. The result is more confident, satisfied clients, improved task management, and a technology‑forward practice that Crandall says he couldn’t run without.
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Legacy Planning Advocates
David Crandall
Founder