My-legacy.ai - Conversational, Secure & Affordable Estate Planning Platform | Product Hunt
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My-legacy.ai - Conversational, Secure & Affordable Estate Planning Platform | Product Hunt

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 ™ 

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.

Ready to Transform Your Practice?

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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.

Empower your decisions with precision. Your prospects, your data, your metrics. Seize control of your time and drive success with informed choices.