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My-Legacy.ai

My-Legacy.ai revolutionizes estate planning with AI-powered tools for individuals and professionals.

My-Legacy.ai screenshot

Category: Business Intelligence

Price Model: Freemium

Audience: Business

Trustpilot Score: N/A

Trustpilot Reviews: N/A

Our Review

My-Legacy.ai: Revolutionizing Estate Planning with AI-Powered Solutions

My-Legacy.ai is an AI-powered conversational digital assistant designed to simplify estate planning for individuals and professionals. Built with a focus on accessibility and affordability, it offers personalized guidance, lead qualification, and customizable tools to manage wealth, assets, and personal legacies. The platform is tailored for estate attorneys, wealth managers, and other legal and financial professionals, while also empowering individuals to take control of their legacy planning.

Key Features:

  • LegacyScore™: Assesses readiness for managing and transferring wealth, assets, and personal legacies.
  • Emergency Binder: Provides critical information and instructions for emergency scenarios.
  • Asset Portfolio: Helps organize and track assets for seamless inheritance planning.
  • Online Accounts & Digital Inheritance: Manages digital assets and ensures secure transfer of online accounts.
  • Time Capsule & Secrets Vault: Allows users to preserve memories and confidential information.
  • Customization Options: Adjust color schemes, logos, and welcome messages to align with brand identity.
  • No-Code Integration: Simple setup with no technical expertise required, enabling quick deployment on websites.
  • Regulatory Compliance: Ensures data security and adherence to legal standards, with U.S.-based data storage.

Pricing:

My-Legacy.ai offers a freemium model, providing essential features at no cost while unlocking advanced tools through a subscription or paid plan.

Conclusion:

My-Legacy.ai is a transformative AI solution that makes estate planning more approachable and efficient for individuals and professionals alike, combining innovation with a strong focus on security and compliance.

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