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My-legacy.ai - Conversational, Secure & Affordable Estate Planning Platform | Product Hunt
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Unlock New Revenue Streams with My-Legacy’s Digital Estate Planning Solutions

Partner with us to provide cutting-edge, AI-driven estate planning and insurance services, helping your clients secure their future while driving growth and innovation for your business.

Book a 15-min Demo

Why My-Legacy is Your Ultimate Revenue Partner

Partnering with My-Legacy unlocks exclusive benefits designed to boost revenue and enhance your business. Here’s why top insurance providers trust us:

Unlock Cross-Selling Potential

Effortlessly integrate modern estate planning tools with your insurance products, driving sales through AI-powered upsell opportunities.

Strengthen Client Relationships

Enhance client trust by addressing every aspect of financial security, from estate planning to insurance, fostering deeper, long-term connections.

Boost Efficiency with AI Automation

Streamline lead qualification and deliver tailored insurance recommendations, maximizing conversion rates.

Stay Ahead of the Competition

Set your offerings apart by providing integrated estate planning solutions that cater to the rising demand for comprehensive financial protection.

Generate Recurring Revenue

Create a steady stream of income by offering bundled subscriptions that combine estate planning with insurance coverage.

Schedule Your 15-Min Demo Today!

How We Ensure Your Business Success

My-Legacy isn’t just a partner—it’s the catalyst that accelerates your business success. Here’s how we drive your growth:

Seamless Integration

Easily integrate My-Legacy with full onboarding support and ongoing training.

AI-Powered Personalization

Utilize AI to deliver customized insurance recommendations, boosting conversion rates.

Client Acquisition Support

Access ready-to-use marketing materials designed to attract and engage new clients.

Continuous Revenue Growth

Leverage insights to refine strategies, unlocking ongoing growth and maximizing cross-selling opportunities.

Ready to Boost Revenue with My-Legacy?

Partnering with My-Legacy means more than just adding value for your clients—it’s about accelerating your business growth. Our powerful platform equips you with the tools and support to increase sales, build client loyalty, and unlock new revenue streams.

Get Started Today

We’re here to help you shape the future of digital estate planning and insurance. Let’s collaborate to drive innovation and growth for your business.

Schedule a Free Consultation

Reviews That Speak Volumes

Mariah P

Freelance Designer, Toronto

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

Stay-at-home Mom, Florida

I love how simple it was to get everything organized. No legal jargon, no stress. Just peace of mind.

Tanya R

Photographer, London

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.

Real Estate Broker, Los Angeles

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

Financial Analyst, Dubai

Everything’s in one place now. From my crypto keys to medical wishes. My wife feels so much better about it too.

Anil K.

New Jersey

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

I’ve seen a lot of tools in estate planning, but My-Legacy.ai truly stands out. It makes the process easier for my clients and helps them come in more prepared. The LegacyScore is a great starting point for the conversations we need to have.

Anudeep gavini

IT Professional

Legacy Score was easy to use and instantly showed me which documents fit my situation. The report made it clear why a trust might work better than a will and what happens without a plan.

Jishnu C

IT Professional

My-Legacy truly gets estate planning — it feels like it’s learned from real-life situations. I love how it offers personalized advice no matter where you are. It’s a game-changer, though like any smart tool, there’s always room to grow.

Shreyas B

IT Professional

As a 19-year-old, I never thought estate planning was for me. But My-Legacy.ai made it simple, clear, and surprisingly relevant. It’s a game-changer for anyone who thinks they’re too young to plan ahead.

MKVNath

Consultant

We usually don’t think about estate planning until it’s too late. A neighbour’s family has been struggling for years after he passed without a will. It’s why I believe this company’s work matters.
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Frequently Asked Questions

My-Legacy collaborates with life, health, disability, and long-term care insurance providers. Whether you specialize in individual or group policies, our platform can enhance your offerings and drive cross-selling opportunities.

Our platform seamlessly integrates with your current systems through an easy onboarding process. We provide full support, including API integration, training sessions, and marketing materials to get you started quickly.

Our AI tools identify client needs through their estate planning journey and suggest targeted insurance products. This increases cross-selling opportunities and drives higher conversion rates, ensuring more sales for your team.

My-Legacy provides ready-to-use marketing templates, client engagement strategies, and co-branded promotional materials to help you attract and convert more clients.

Yes, My-Legacy prioritizes security with advanced encryption protocols, data privacy compliance (such as GDPR and HIPAA), and regular system audits to protect client information.

You can bundle My-Legacy’s tools with your insurance services, offering clients subscription-based solutions. This ensures a steady stream of recurring revenue for your business.

Many of our partners see measurable improvements in client acquisition, sales growth, and conversion rates within the first 3-6 months of integrating My-Legacy.

Our AI-powered chatbot pre-qualifies leads by analyzing their estate planning needs and insurance requirements. This ensures that only high-value prospects are routed to your sales team, saving time and resources.

Absolutely. We offer flexible customization options to ensure the platform aligns with your specific business needs and objectives.

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.