Everyone needs certain legal papers
Your Legal Readiness Compass.
You’ve worked hard to build a beautiful life. It’s time to plan for the future and protect your assets.
Preparing starts here.
We guide you through the complexities of estate planning so you can focus on enjoying this stage of your life.
Credit Score for Estate Planning
What’s your LegacyScoreTM?
Our Services
Our services leverage a generative AI-powered conversational chat engine to provide you with comprehensive resources and tools on estate planning fundamentals. Additionally, we offer recommendations for local estate attorneys who can assist you promptly.
Inheritance Planning Chatbot
Provides expert advice in clear language, with an intuitive interface.
Innovative LegacyScore™
Patent-pending LegacyScore™ feature assesses your clients' estate planning readiness, offers personalized recommendations and customizable action plans.
DIY Legal Documents
Chatbot powered, easy to use interface for creating essential estate documents independently.
Ultra-Secure Digital & Crypto Vaults
Robust security for digital assets, a specialized Crypto Vault for For crypto and NFT assets with features for beneficiary allocation and inheritance planning.
Emergency Binder
Securely organizes critical information and provides immediate access to designated emergency contacts ensuring availability when most needed.
Digital Time Capsule
Protect memories, photos, and videos, craft personal messages, and ensure your family can access them in the future.
On-Demand Estate Attorney Consultation
Immediate and affordable access to the specialists with incremental 6-minute billing.
Attorney-Assisted Estate Planning
Affordable professional legal guidance to create an advanced and customized estate plan.
Reviews that speak volumes
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Director, PWC
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Frequently Asked Questions
While the law is slowly moving to define the legal standing of a digital executor, we need to inventory our digital assets for a smooth transition or risk losing these assets forever. For more information about estate planning for your digital assets, please contact our estate planning attorneys.
Yes and no. Most Digital Assets have a property right (ownership) component as well as a licensing element (your use of the service).
In an increasingly digitized landscape, creating a list of your digital assets, along with designating the people you trust to manage them should you die or become incapacitated, ensures that they will not be lost, forgotten or tampered with.
Some digital assets have monetary value, like a website with sales or advertising revenue or an online bank account. However, most digital assets (photos, for example), have personal or sentimental value.
An Estate Plan for Digital Assets allows you to organize your online accounts (banking, brokerage logins etc.) and then appoint a person (or people) you want to have access to your accounts after your death. Having a plan avoids confusion and stress for those left behind, as well as protects your assets from hackers.
It’s important to consider both the financial and sentimental value held by digital assets.
The average global citizen has more than 100 accounts for each active email and owns over $50,000 in digital assets.
Regardless of where you live, when you set up an online account, you are presented with a “clickwrap agreement.” In order to use the service, the user must accept the terms. While each site’s agreement contains different provisions, almost all sites state that the accounts are solely for the individual account holder’s use and are not assignable. Therefore, once an account holder dies, the service provider can reclaim the username and all information.
