FOR ESTATE ATTORNEYS
Generative AI-powered Estate Planning Tool Kit for Your Clients
The Intergenerational Wealth Transfer Opportunity
The largest transfer of wealth in history is underway – over $84 trillion will be passed on between generations by 2045. This includes a significant rise in digital assets, now exceeding $1 trillion in global value.
My-Legacy.ai: Your Solution for a Secure & Efficient Future
My-Legacy.ai empowers you with a next-generation platform to navigate this evolving landscape.
A Tailor-Made Legal Preparedness Guide:
- LegacyScore™ - Legal Preparedness Compass
- Prescriptive Recommendations
- Actionable Workflow
- Estate Planning Trained ChatGPT Marketplace for Tools & Services
LegacyScore ™
Quickly Calculate Your Client’s LegacyScore™: In just 60 seconds, determine their legal readiness for personal or medical emergencies with this essential preparedness compass.
Prescriptive Recommendations
We’ll create a comprehensive list outlining the essential legal forms your client requires, along with the implications of not creating these documents and additional relevant information.
Actionable Workflow
Our Actionable Workflow simplifies estate planning, offering instant answers, a checklist of required documents, and key metrics. It’s like a digital assistant, organizing and prioritizing tasks, which allows for more impactful client interactions and minimizes missed details. Efficient and user-friendly, it provides peace of mind for both wealth managers and clients.
Estate Planning Trained ChatGPT Marketplace for Tools & Services
Discover a comprehensive solution for all your estate planning needs in one place. Wealth Managers can tap into an extensive selection of AI-powered tools and services. From seamlessly drafting intricate wills to establishing trusts, our platform streamlines each step. Tailored specifically for estate planning, each tool ensures precision and ease. Enhance your services with features like essential estate planning metrics, personalized checklists pinpointing your client’s missing documents, and easy-to-use templates for every necessary form. More than just a toolbox, our platform empowers your practice with the efficiency of advanced AI.
Hear it from Wealth Managers who have experienced a 2x in efficiency, client retention, and customization since using my-legacy.ai.
Reviews that speak volumes
Don’t just take our words for it. Hear what people have to say about us.
Randy Nunez
Young Entrepreneur
As a young Gen Z family, we found estate planning overwhelming, but My-Legacy.ai changed that. It’s more like a planning partner than just a tool. Its conversational style made the process less daunting, and the LegacyScore was a standout, which provided a clear picture of where we stood and what we needed to focus on. Thanks to My-Legacy.ai, we could understand and manage estate planning, securing our family’s future with newfound peace of mind.
Kyle Shannon
Estate Attorney
As an estate planning attorney, I’ve seen a wide range of tools and resources, but My-Legacy.ai stands out. I recommend it to clients who are just starting to think about their estate plans. The chatbot’s conversational approach demystifies the complex process, making clients more comfortable and informed when they come to me. The LegacyScore is a particularly useful feature, offering clients a clear starting point and highlighting areas we need to focus on in our discussions. For my practice, My-Legacy.ai is more than a tool; it’s a valuable partner that enhances my ability to serve my clients effectively, ensuring they’re well-prepared before they even set foot in my office.
Anudeep Gavini
IT Professional
The legacy score is quite easy to use, and I like that there is also the report option to help educate myself. Immediately I learned what documents would best benefit me given my context, and with the report, I was able to learn things like why a trust might make more sense for me over a will. I was also able to learn what happens in edge cases like passing away without any plans set in place, which helped me understand my current position better, as well when I would want to take further steps and why.
Jishnu C
IT Professional
LegacyChat stands out for its deep understanding of estate planning questions, like it’s learned from many different situations. Its best feature is how it can help people in different countries and states with personalized advice. It’s a game-changer for estate planning help, making it easy to get personalized guidance no matter where you are. While My-Legacy covers a lot, there’s still more it can learn as it grows.
Shreyas B
IT Professional
As a 19-year-old student, the thought of estate planning never really crossed my mind. I was under the common misconception that estate planning was far beyond my current needs as a young adult. However, after discovering My-Legacy.ai, my perspective on estate planning changed completely. The platform broke down legal jargon into personalized and clear explanations. This simplified the complex world of estate planning into something I could easily navigate as a student. The LegacyScore feature helped me understand how well-prepared I was legally, which was an eye-opener. One of the things that impressed me the most was the platform’s commitment to privacy and security, which is crucial, especially in the legal domain. My-Legacy.ai empowered me to be in charge of my legal preparedness, and I highly recommend it to those who think they are too young to consider estate planning. It’s truly a game-changer!
Sam A.
IT Professional
LegacyScore??
I never thought about it. It’s a clever way to incentivise to take the first step.
I got my score and it only took a few clicks. Simple and super fast. Congratulations My-Legacy team.
Sam Azeime
MKVNath
Consultant
We under estimate the importance of estate planning and often it’s too late to fix it. My neighbour at pune, Mr.Mukopadyay, aged 42, expired suddenly because of swine flu. He didn’t write any will & his wife wants to sell their property ie residential flat but invain. She moved back to kolkotta, trying to get property on her name for the last 5 years, not done sofar as it’s very lengthy procedure. If there was will on the property, she could have overcome many hurdles & settle the issue. Unfortunately, she is also bed ridden now & their 2 kids are too young to handle the issue.
It’s a time & must to write a will/distribute properties in professional manner. I think & wish this company will help in meeting the requirements by their vast experience in this field.
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Frequently Asked Questions
- My-Legacy.ai stands out as a specialized platform crafted specifically for estate planning and legacy-related services. Unlike chatGPT, which relies on public domain knowledge, My-Legacy.ai distinguishes itself by leveraging a meticulously curated knowledge base crafted by legal professionals. This intentional approach aims to address the hallucination issue often encountered when GPT engines turn to the internet for responses.
- Disclaimer: My-legacy.ai does not offer legal services or advice. The information provided on this platform is for general informational purposes only and should not be considered as legal guidance. Users are encouraged to consult with qualified legal professionals for personalized advice tailored to their specific circumstances. My-Legacy.AI does not establish an attorney-client relationship, and any communication through the platform does not constitute legal representation. While we strive to provide accurate and up-to-date information, we make no warranties or representations regarding the completeness, accuracy, or suitability of the content on this platform. Users are responsible for verifying information and making informed decisions based on their individual needs and legal requirements.
We keep tight tabs on the user questions and answer and update our engine very frequently.
My-Legacy.AI is not a law firm and does not provide legal services or advice. The information presented on this platform is intended for general informational purposes only and should not be construed as legal advice. Users are strongly advised to seek guidance from qualified legal professionals for personalized advice tailored to their specific circumstances. LegacyChat.AI does not establish an attorney-client relationship, and any communication via the platform does not constitute legal representation. While we endeavor to offer accurate and current information, we do not guarantee the completeness, accuracy, or suitability of the content on this platform. Users are responsible for verifying information and making informed decisions based on their individual needs and legal requirements.
My-Legacy.AI is not a law firm, and it does not offer legal services or advice. We are bridging the knowledge gap through the use of generative AI so that users can get better, relevant and meaningful responses. To the contrary, we do advise users to seek professional advice and we do offer professional references.
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.
