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Advanced Estate Planning Solutions for Wealth Managers

Secure Legacies, Elevate Your Advisory Services

Partner with My-Legacy for innovative, AI-driven estate and inheritance planning that enhances your wealth management offerings. Empower clients to protect their legacy with ease and confidence—and be the trusted advisor they rely on for a lifetime.

Generational Wealth Transfer, Simplified and Secured

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Effortless Generational Wealth Transfer & Digital Asset Protection

Expand and future-proof your wealth management practice.

Integrating My-Legacy.ai into your wealth management practice elevates your services beyond traditional estate planning, offering a seamless, all-in-one legacy management solution tailored to modern client needs. Our AI-powered platform provides high-net-worth clients with comprehensive tools for wills, trusts, digital asset protection, and visual inheritance management, supported by a Gen-AI chatbot for real-time assistance—enhancing both your efficiency and client relationships.

Effortless Estate Planning

My-Legacy.ai makes estate planning easy and intuitive, giving clients peace of mind with personalized, visual plans that secure their legacy—while streamlining your workflow. lorem ipsum

Accelerate Portfolio Growth

Enhance client satisfaction, boost retention, and drive portfolio growth by integrating estate planning with My-Legacy.ai, strengthening your role as a trusted wealth advisor.

Multi-Generational Client Relationships

My-Legacy.ai empowers you to create lasting connections with clients and their heirs, fostering loyalty and positioning you as their trusted advisor for generations to come.

Gain a Competitive Edge

Stand out with My-Legacy.ai’s cutting-edge, AI-driven tools, providing modern estate solutions that attract high-value clients seeking innovative and efficient advisory services.

Next-Level Estate Planning for Wealth Managers

Elevate your wealth management practice with My-Legacy.ai’s innovative, secure estate planning features. Empower clients to protect their legacies with seamless, tech-driven solutions that go beyond traditional wealth management.

Ultra Secure Vault:

Ensure top-level security with military-grade encryption for sensitive data like crypto keys and private documents.

Emergency Binder:

Secure vital info—medical details, final wishes, and emergency instructions—giving your clients peace of mind when it matters most.

Time Capsule:

Help clients preserve their personal stories and messages for future generations, strengthening your relationship as their trusted advisor.

Digital Asset Inheritance:

Manage and protect digital assets, ensuring a smooth transfer to trusted nominees, expanding your expertise in both traditional and digital wealth.

Asset Portfolio:

Safeguard valuable assets like real estate, business interests, and collectibles, streamlining legacy management for your clients.

Directives & File Vault:

Store and protect legal, medical, and financial documents with blockchain security, offering clients control and confidence in their privacy.

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Integrating My-Legacy.ai strengthens your wealth management practice, offering a secure, future-focused estate planning solution that builds client trust and drives operational efficiency.

Effortless Integration, Unmatched Support

At My-Legacy.ai, we make integrating our platform into your existing systems simple and seamless, ensuring you can deliver advanced estate planning solutions without skipping a beat.

Get Started in No Time with Continuous Support

Quick Onboarding:

Kickstart with a personalized consultation and fast setup—no disruption to your current operations.

Seamless Integration:

Easily sync My-Legacy.ai with your CRM and financial tools for smooth, uninterrupted workflow.

Tailored Training:

We’ll guide your team with one-on-one sessions to ensure everyone is ready to offer top-tier estate planning solutions.

Ongoing Support & Updates:

From training resources to automatic updates, we keep you ahead with the latest features and insights.

24/7 Assistance:

Our dedicated team is always just a call away, ensuring you have support whenever you need it.

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Integrate My-Legacy.ai for Next-Level Estate Planning

Step into the future of estate planning with My-Legacy.ai! Enjoy effortless integration, expert support, and powerful tools that empower you to deliver exceptional, cutting-edge solutions to your clients—every time.

Frequently Asked Questions

My-Legacy.ai is an AI-powered estate and inheritance planning platform tailored for wealth managers. It offers secure tools for managing wills, trusts, digital assets, and inheritance, all supported by a Gen-AI chatbot for real-time client assistance.

My-Legacy.ai enhances your wealth management practice by providing modern, AI-driven solutions for estate planning. It allows you to offer seamless generational wealth transfer, digital asset protection, and secure legacy management, helping you build stronger, longer-term client relationships.

My-Legacy.ai helps manage and protect a variety of assets, including real estate, business interests, digital assets (such as cryptocurrency), and valuable personal documents. The platform ensures these assets are securely transferred to trusted nominees, providing clients with peace of mind.

My-Legacy.ai uses military-grade encryption and blockchain technology to ensure top-level security for sensitive data, including financial documents, medical records, and digital assets, safeguarding your clients’ legacies for future generations.

You can easily schedule a 15-minute demo by clicking here. During the demo, our team will walk you through the platform’s key features and demonstrate how it can elevate your estate planning services.

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.

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