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

Differentiate Your Offerings

Strengthen Employer Relationships

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

Don’t just take our words for it. Hear what people have to say about us.

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.

DISCLAIMER:  We are not a law firm and we do not provide legal advice. The guidance generated is not a legal advice and a trained attorney should be consulted to make informed decisions.