eLegacy Law joins Wealth Engineering's expert sourcing network
Wealth Engineering said Sept. 15, 2026, that eLegacy Law has joined its Expert Sourcing Consortium, giving the firm’s wealth advisor network nationwide virtual estate planning support. The deal is meant to connect financial planning and estate planning for 2,170-plus advisory firms in WE’s network.
Why it matters: - Wealth advisors in the Wealth Engineering network now have direct access to estate planning services that can be coordinated with financial planning. - The partnership is aimed at helping advisory firms broaden beyond assets-under-management models and offer more holistic fee-based services. - Wealth Engineering says the addition helps close client service gaps for high-net-worth households and business owners.
What happened: - The Wealth Engineering Family of Companies announced that eLegacy Law has joined its Expert Sourcing Consortium. - The announcement was made Sept. 15, 2026, from Orlando, Florida. - The partnership gives wealth advisors in WE’s network access to a nationwide virtual law firm focused on estate planning.
The details: - Wealth Engineering said the collaboration is designed to coordinate estate planning with financial planning services. - Nick Gregory, founder and CEO of Wealth Engineering, said eLegacy is a fit for advisors seeking a trusted process and flat-rate pricing. - Gregory said the estate planning support ranges from simple wills to advanced trust planning for estates with complexity, tax exposure and multi-generational goals. - Wealth Engineering said the partnership supports more than 2,170 TopTier wealth management firms in its Expert Sourcing Consortium network. - Ryan Crandall, co-founder and president of eLegacy Law, said the firm will help advisors deliver coordinated financial and estate planning services. - eLegacy Law describes itself as a nationwide, fully virtual estate planning law firm. - eLegacy says its attorneys handle simple wills, complex trusts, tax planning and multi-generational strategy. - eLegacy says each client receives a dedicated attorney, paralegal and client coordinator. - eLegacy says it provides a flat-rate quote before work starts. - eLegacy says it coordinates directly with clients’ financial advisors and CPAs at no added cost. - eLegacy says it has served more than 5,000 families and has a 4.9-star Google rating.
Between the lines: - Wealth Engineering is extending its hub model by adding another specialist firm to its advisor-facing ecosystem. - The move reflects a broader push in wealth management to bundle planning, technology and specialist support into one operating structure. - For advisors, the value proposition is less about referral alone and more about a coordinated client workflow.
What's next: - eLegacy Law will serve as part of Wealth Engineering’s growing group of expert sourcing firms supporting wealth management practices nationwide. - Wealth Engineering will continue promoting its broader ecosystem of consulting, coaching, training, marketing and practice engineering tools. - More information is available at MyWEhub.com and elegacylaw.com.
Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.
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