What is My-Legacy.ai?
My-Legacy.ai is an AI-powered estate planning platform designed to simplify the complex process of creating and managing estate plans for both individuals and businesses. This innovative solution offers a comprehensive suite of tools that streamline document creation, provide expert guidance, and ensure secure storage of sensitive information. The platform features an intuitive interface with customizable templates and seamless integration with legal and financial services, making it the ideal choice for anyone looking to secure their family's future or ensure smooth business succession.
How to use My-Legacy.ai?
Begin by creating an account and selecting the appropriate plan based on your needs. Navigate through the user-friendly dashboard to access customizable templates for wills, trusts, power of attorney documents, and other essential estate planning materials. The AI assistant guides you step-by-step, asking targeted questions to gather necessary information while ensuring all legal requirements are met. Once complete, documents can be reviewed, edited, and securely stored. The platform also allows for easy updates as your circumstances change, with automated reminders for periodic reviews.
Core features of My-Legacy.ai?
- AI-driven document generation that creates legally compliant estate planning documents tailored to your specific situation
- Advanced security protocols with encrypted storage to protect your sensitive personal and financial information
- Seamless integration with legal professionals and financial advisors for expert review and consultation
- Customizable templates covering various estate planning needs from simple wills to complex business succession plans
- Automated maintenance reminders and updates to ensure your estate plan remains current with changing laws and life events

