About
My Legacy is the most advanced all-in-one life and inheritance planning platform, combining AI intelligence with practical tools to help users take control of their legacy. For consumers, it offers a LegacyScore to assess estate readiness, an Emergency Binder for critical documents, an Asset Portfolio tracker, an Online Accounts manager, and a Time Capsule for preserving memories. It also provides dedicated features for Digital Assets and Crypto/NFT inheritance, a Secrets Vault for sensitive information, and optional Attorney Assisted planning for those who want professional guidance. The platform is tailored for different life stages — Gen Z, Thriving Thirties, Midlife Mentor, and Vibrant Sixties — ensuring relevant guidance at every phase. On the business side, My Legacy empowers estate attorneys to streamline client intake and generate quality leads, wealth managers to strengthen client retention with future-proof planning, trustees to manage and transfer digital assets effortlessly, and employee benefits providers to offer innovative AI-powered perks. Insurance companies can leverage the platform for AI-driven estate planning solutions. The platform emphasizes security, making it a trusted vault for some of life's most sensitive information. With a free trial available, My Legacy suits individuals, families, and professional advisors alike.
Key Features
- LegacyScore: An AI-generated score that assesses your estate and life planning readiness, highlighting gaps and areas for improvement.
- Digital Asset & Crypto/NFT Inheritance: Dedicated tools to document, manage, and transfer digital assets including cryptocurrencies and NFTs to designated heirs.
- Emergency Binder & Secrets Vault: Securely store critical documents, account credentials, and sensitive information in an encrypted vault accessible in emergencies.
- Business Solutions for Professionals: Tailored modules for estate attorneys, wealth managers, trustees, insurers, and HR/employee benefits teams to integrate estate planning into their client workflows.
- Time Capsule & Asset Portfolio: Preserve personal memories and messages for future generations while maintaining a comprehensive, up-to-date inventory of all your assets.
Use Cases
- An individual in their 40s uses My Legacy to get their LegacyScore, organize all financial accounts in the Asset Portfolio, and set up a Crypto inheritance plan for their Bitcoin holdings.
- A family stores emergency documents, account credentials, and personal letters in the Secrets Vault and Time Capsule to ensure loved ones can access critical information if something unexpected happens.
- An estate attorney integrates My Legacy's business platform to streamline client intake, generate qualified leads, and offer digital-first estate planning services.
- A wealth management firm uses My Legacy to enhance client retention by offering AI-powered estate planning as a value-added service alongside traditional investment management.
- An HR department rolls out My Legacy as an employee benefit, giving staff access to life planning tools including emergency binders and digital asset management to improve financial wellness.
Pros
- Comprehensive All-in-One Platform: Covers the full spectrum of estate and life planning — from digital assets and crypto inheritance to document storage and attorney collaboration — in a single solution.
- Life-Stage Personalization: Offers tailored guidance for different life stages (Gen Z, Thriving Thirties, Midlife Mentor, Vibrant Sixties), making it relevant for users of all ages.
- Dual Consumer & Business Value: Serves both individual consumers and professional businesses (attorneys, wealth managers, insurers), creating a versatile platform with broad market appeal.
Cons
- Niche Use Case: Estate and inheritance planning is a sensitive topic that many users may delay engaging with, limiting immediate adoption.
- Limited Pricing Transparency: Pricing details are not prominently displayed on the website, making it difficult for prospective users to evaluate costs upfront.
Frequently Asked Questions
What is the LegacyScore?
The LegacyScore is an AI-generated assessment of your overall estate and life planning readiness. It evaluates factors like document organization, asset coverage, and digital inheritance planning, then provides a score and recommendations to help you close any gaps.
Does My Legacy support crypto and NFT inheritance?
Yes. My Legacy has dedicated Crypto/NFT Inheritance features that allow users to document, manage, and plan the transfer of digital assets like cryptocurrencies and NFTs to their designated beneficiaries.
Is My Legacy suitable for businesses?
Absolutely. My Legacy offers specialized solutions for estate attorneys, wealth managers, trustees, insurance providers, and employee benefits teams, helping them integrate AI-powered estate planning into their client services.
How secure is the platform?
My Legacy emphasizes security as a core pillar of the platform. Sensitive information stored in the Secrets Vault and Emergency Binder is protected with robust security measures. The platform has a dedicated security section outlining its data protection practices.
Can I try My Legacy for free?
Yes, My Legacy offers a free trial so users can explore the platform's features before committing to a paid plan. A free LegacyScore assessment is also available to get started quickly.
