Elevate your Benefits Portfolio and Drive Business Growth
In today’s competitive benefits landscape, employees expect more than traditional perks—they seek meaningful solutions that address real-life concerns about security, family, and their future. My-Legacy.ai helps you meet these demands, positioning your offerings as innovative, forward-thinking, and essential.
Deliver Tangible ROI While Future-Proofing Your Benefits Package
70%
of employees feel more productive with reduced financial stress.
78%
higher retention helps save on recruitment and training costs
87%
increased job satisfaction leads to improved performance and profitability.
75%
of millennials value employers who prioritize their family’s future.
How My-Legacy.ai Drives Business Growth for You
Expand Revenue Opportunities
- Attract new employers with unique, impactful workforce benefits.
- Boost upsell potential by bundling estate planning with existing packages.
Differentiate Your Offerings
- Provide AI-driven, modern estate planning tools and inheritance solutions.
- Position yourself as a leader with innovative employer solutions.
Strengthen Employer Relationships
- Strengthen client loyalty with high-value, differentiated solutions.
- Build Trust Secure wealth transfer and digital assets.
Core Features Employers Love
Innovative Features, Exceptional Value
LegacyScore™
A patent-pending tool that assesses estate planning readiness and offers personalized, actionable recommendations.
Ultra-Secure Vaults
Quantum and hacker-resistant storage for critical digital assets like crypto keys, passwords, and important documents.
AI-Powered Chatbots
Offer 24/7, real-time personalized guidance to help employees navigate the complexities of legacy planning with ease. Instant support at their fingertips.
Digital Time Capsules
Help employees preserve their legacies by sharing cherished memories and values with future generations.
DIY & Legal-Assisted Forms
Offer employees the flexibility to create their estate plans independently or with professional legal assistance, making planning accessible to all.
C-Suite Services
Provide dedicated, personalized support to simplify estate planning, ensuring the executives feel valued through every step of the process.
Comprehensive Asset Portfolio
A centralized tool for tracking, categorizing, and optimizing all financial and non-financial assets, empowering users with a clear view of their legacy
Blockchain-Powered Wills
Secure and tamper-proof digital wills leveraging blockchain technology to ensure authenticity and accessibility for future use.
Why Now?
Lead the Way in Future-Ready Benefits
The digital economy is reshaping employee expectations. Traditional benefits packages no longer suffice—now is the time to deliver transformative, future-ready solutions that address:
The rise of digital assets like crypto and NFTs.
Generational wealth transfer needs.
Growing concerns over financial preparedness and legacy security.
Partner with Us Today
Help your clients build lasting legacies for their employees while driving your own business growth. Together, let’s redefine what employee benefits can achieve.
Reviews That Speak Volumes
Mariah P
I never thought about estate planning because I’m only 31. This made me realize how much my digital life matters too. Setting it up was surprisingly easy.
Priya N
Teacher, Mumbai
Everything’s in one place, and I feel a hundred times more prepared.
Clara M
I love how simple it was to get everything organized. No legal jargon, no stress. Just peace of mind.
Tanya R
I didn’t realize how messy my digital and financial life was until I started listing it all here. This made me feel like a responsible adult for the first time!
Ricardo S.
I’ve been putting this off for years. One of the best decisions I’ve made for my family. Especially loved the digital vault feature!
Malik R
Everything’s in one place now. From my crypto keys to medical wishes. My wife feels so much better about it too.
Anil K.
As a small business owner, I had no idea how complicated things would be if I wasn’t around. This gave me peace of mind knowing everything is organized for my wife and kids.
Kyle Shannon
Attorney
Anudeep gavini
IT Professional
Jishnu C
IT Professional
Shreyas B
IT Professional
MKVNath
Consultant
Frequently Asked Questions
Estate planning addresses employees’ long-term financial security and peace of mind. It reduces financial stress, boosts productivity, increases job satisfaction, and improves retention—delivering measurable ROI for employers.
By offering estate planning solutions, benefit firms can attract new clients, upsell existing ones, and differentiate their offerings with innovative tools. This drives business growth while delivering unmatched value to employers and employees.
Employees feel valued when their financial futures are supported. Companies offering estate planning see 78% higher retention rates, reducing turnover costs and increasing workforce stability
Absolutely! 75% of millennials and Gen Z prioritize benefits that secure their family’s future. Estate planning is critical for protecting digital assets, wealth transfer, and ensuring peace of mind at any life stage.
Our solutions are designed to be plug-and-play, requiring minimal setup. We provide seamless integration, ongoing support, and white-glove service to ensure a smooth experience for benefit firms and their clients.
Financial stress impacts 70% of employees, reducing productivity. Estate planning alleviates these concerns, leading to improved focus, better performance, and measurable business outcomes.
Innovative benefits like estate planning position companies as forward-thinking employers. Employees actively seek financial wellness tools, and offering them gives businesses a competitive edge in attracting and retaining top talent.
My-Legacy.ai combines AI-driven innovation, ultra-secure vaults, blockchain-powered wills, and user-friendly tools into a single, comprehensive platform. Our solutions are modern, accessible, and tailored for today’s workforce needs.
Schedule a Demo to see how My-Legacy.ai can transform your benefits portfolio and deliver measurable results for your clients.