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My-Legacy.ai

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Legal & Finance

Introduction

Conversational, Secure & Affordable Estate Planning Platform

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My-Legacy.ai Product Information

My-Legacy.ai — All-in-One Digital Legacy and Inheritance Planning Platform

My-Legacy.ai is an AI-powered platform designed to modernize estate and digital asset planning. It consolidates digital asset management, legacy planning, beneficiary management, secure file storage, and time-sensitive features into a single, accessible interface. Built to serve individuals, families, and professionals (wealth managers, attorneys, trustees, and benefits coordinators), it emphasizes security, ease of use, and future-proof estate planning in a digital world.

Key Value Proposition

  • Democratizes estate planning by making advanced digital asset protection and legacy planning affordable and approachable for a broad audience, including younger adults.
  • Provides a comprehensive solution: digital asset protection, beneficiary management, legacy scoring, secure vaults, time capsules, and a dedicated beneficiary portal.
  • Prioritizes security with advanced cryptography, zero-trust vaults, AES-256 encryption, shard security, and patent-pending security features.
  • Suitable for personal and business use, including integration with popular cloud storage services and upcoming mobile app support.

How It Works

  1. Create an account and securely store critical documents and digital assets.
  2. Use LegacyScore to assess estate planning readiness and receive personalized recommendations and action plans.
  3. Assign beneficiaries and manage digital assets across generations.
  4. Share select information securely with family, trustees, or advisors through your Beneficiary Portal and Secure File Share.
  5. Utilize the Emergency Binder, Time Capsule, and Digital Asset Vault to ensure immediate access and future-proof inheritance.
  6. Access AI-driven guidance and recommendations via a conversational estate planning chatbot.

Core Features

  • AI-powered, all-in-one legacy planning platform combining digital asset management, beneficiary management, and legacy planning.
  • Ultra-secure digital vaults with AES-256 encryption and shard security across multiple drives/locations.
  • Emergency Binder for immediate access to critical documents and designated contacts.
  • Digital Time Capsule to preserve memories and messages for future generations.
  • Beneficiary Portal for secure access, document tracking, and guided support for heirs.
  • LegacyScore™ patent-pending readiness score that provides personalized recommendations and action plans.
  • Secure file sharing with advanced security controls and shredding/distributed cloud storage.
  • Integration with existing cloud storage providers (Google Drive, Box, Dropbox) for smooth migration and storage.
  • Cross-platform accessibility with upcoming mobile apps on Google Play and Apple App Store.
  • Disclaimers and compliance: platform provides guidance, not legal advice; emphasizes consultation with attorneys.

Features in Detail

  • Digital Asset Management: Store, organize, and manage digital accounts and assets (including crypto/NFTs) with a focus on secure transfer to beneficiaries.
  • Legacy Planning: Comprehensive planning tools that connect awareness to action, enabling clients to prepare for future generational wealth transfer.
  • Beneficiary Management: Designate beneficiaries, track inheritance, and guide beneficiaries through the process.
  • Time Capsule: Create lasting memories and messages to be opened in the future.
  • Emergency Binder: Centralized, secure access to medical, financial, legal, and account information for designated contacts in emergencies.
  • Security and Privacy: Patent-pending Security options, zero-trust vaults, AES-256 encryption, and shard-based data distribution for enhanced protection.
  • LegacyScore: A value-driven scoring system (similar in concept to credit scoring) to benchmark readiness and track improvements.
  • Compliance and Transparency: Clear disclaimer that My-Legacy.ai does not provide legal advice and partners with qualified attorneys for professional guidance.

Who Should Use It

  • Individuals seeking secure digital asset protection and legacy planning.
  • Families needing coordinated management of digital assets and inheritance across generations.
  • Wealth managers, estate attorneys, trustees, and employee benefits teams seeking to streamline client onboarding and onboarding quality.
  • Businesses looking to offer AI-assisted estate planning and digital asset management to clients.

Safety, Privacy, and Legal Considerations

  • Emphasizes security, encrypted data, and controlled access.
  • Provides guidance with a clear disclaimer that it is not legal advice; professionals should be consulted for legal decisions.
  • Data is stored securely with industry-standard encryption and distributed storage for resilience.

How to Get Started

  • Start with a free account to access LegacyScore and introductory guidance.
  • Link your existing cloud storage to migrate documents and assets.
  • Use the chatbot for initial questions and personalized recommendations.
  • Consider upgrading to a business/advanced plan for enterprise-grade features and collaboration.

Customer Voices and Use Cases

  • Attorneys and professionals praise the platform for making estate planning more approachable and actionable with clear readiness scoring.
  • Families value centralized access to critical documents and secure transfer of digital assets.
  • Users appreciate privacy and security features, including shard storage and high levels of encryption.

How It Helps Professionals

  • Transforms client intake with AI-driven recommendations and ready-to-use action plans.
  • Enables efficient beneficiary management and secure document sharing for estate administration.
  • Supports cross-border and multi-jurisdiction scenarios through adaptable guidance and secure data handling.

Quick Start FAQ

  • What is LegacyScore? A patent-pending feature that assesses estate planning readiness and provides tailored recommendations.
  • Is the platform legally binding or a substitute for an attorney? No; it is guidance and planning assistance. Always consult a qualified attorney.
  • Can I switch away from My-Legacy.ai if I’m not satisfied? Yes; the platform supports migration and transition with assistance.

Related Resources

  • Company story, security information, and contact options are available within the platform’s pages and marketing materials. Users can explore blogs, case studies, and product updates for ongoing education.

Final Note

My-Legacy.ai combines advanced AI, cryptographic security, and an all-in-one approach to legacy and digital asset planning, aiming to make preparing for the future simpler, safer, and more accessible for individuals and professionals alike.