The Asset Portfolio supports a wide range of assets, including financial holdings, real estate, digital assets (like cryptocurrencies and online accounts), and critical documents (like insurance policies and trusts).

We use advanced encryption and AI-powered security measures to ensure your data remains private and protected. Access is customizable, and only you or your trusted contacts can view or update information.

Yes, the Asset Portfolio is fully accessible across devices, including desktops, tablets, and smartphones, ensuring you can manage your legacy anytime, anywhere.

Updating your portfolio is simple. Log in to your My-Legacy.ai account, select the relevant asset, and make changes or upload supporting documents. Your updates will be securely saved in real time.

Absolutely! You can link assets directly to wills, trusts, and other legal documents, simplifying your estate planning and ensuring clarity for your beneficiaries.

You have complete control over access settings. Define who can view your assets by customizing permissions for your trusted contacts.

If you choose to discontinue, we’ll provide a backup of your portfolio to ensure you retain access to all your data.

Yes, our support team is available 24/7 to assist you with any questions or issues you may have.

Our AI-powered insights provide updates and actionable recommendations, helping you adapt your plans to meet future needs seamlessly.

Yes, we offer a free trial so you can explore the features and benefits of the Asset Portfolio before committing to a subscription.