My-Legacy.ai

What My-Legacy.ai is

My-Legacy.ai is an organiser for end-of-life planning: centralise documents, contacts and wishes so executors and family are not left guessing.

What you can do with it

• Organise inheritance planning information
• Store important documents and contacts
• Record wishes and arrangements
• Maintain plans as circumstances change
• Prepare materials for advisers

Who it is for

• Households planning estates
• Estate planning advisers
• Financial consultants

What to watch out for

• Category misplacement: life planning organiser, not a legal service
• Estate planning is jurisdiction-specific legal work; wills and trusts need qualified professionals
• This is among the most sensitive data categories that exist; storage, encryption and succession access need thorough review
• Verify who can access your information and what happens to it