My-Legacy.ai
Website
My-Legacy.ai is a conversational, secure, and affordable AI-powered estate planning platform that helps attorneys connect with qualified clients and provides personalized guidance to consumers.
https://my-legacy.ai/
Product Information
Updated:Feb 16, 2025
My-Legacy.ai Monthly Traffic Trends
My-Legacy.ai received 6.0k visits last month, demonstrating a Significant Growth of 50.5%. Based on our analysis, this trend aligns with typical market dynamics in the AI tools sector.
View history trafficWhat is My-Legacy.ai
My-Legacy.ai is an innovative estate planning platform that leverages artificial intelligence to transform how attorneys acquire new clients and how consumers approach estate planning. Founded in Austin, Texas, the company offers a purpose-built AI engine that serves as a 24/7 digital assistant on law firm websites. For consumers, My-Legacy.ai provides personalized estate planning guidance and tools tailored to different age groups and life stages. The platform aims to make estate planning more accessible, efficient, and user-friendly for both legal professionals and individuals.
Key Features of My-Legacy.ai
My-Legacy.ai is an AI-powered estate planning platform that offers a conversational digital assistant to help estate attorneys streamline client acquisition and engagement. It provides personalized guidance on estate planning, qualifies leads, answers client questions, and schedules consultations. The platform uses generative AI to offer tailored answers based on a firm's content, generates comprehensive reports, and prepares attorneys with client summaries before meetings.
AI-Powered Digital Assistant: A 24/7 conversational agent that engages website visitors, answers questions, and qualifies leads using generative AI trained on estate planning.
Smart Prospect Categorization: Automatically categorizes visitors into high, medium, and low value prospects in real-time, guiding them to appropriate channels.
Comprehensive Metrics and Reporting: Provides detailed multi-dimensional reports offering unprecedented insights into client interactions and needs.
Meeting Preparation Summaries: Generates concise summaries of client requirements before consultations, allowing attorneys to enter meetings well-prepared.
Customizable Integration: Easy integration with existing websites, with options to customize the chatbot's appearance and behavior.
Use Cases of My-Legacy.ai
Estate Planning Firms: Streamline client acquisition, answer routine questions, and pre-qualify leads before scheduling consultations.
Legal Marketing Optimization: Enhance website engagement, capture lead information, and improve conversion rates for estate planning services.
Client Education: Provide instant, personalized information on estate planning topics to educate potential clients and build trust.
Workflow Efficiency: Reduce time spent on initial client interactions and focus attorney time on high-value consultations and services.
Pros
Increases efficiency in lead qualification and client acquisition
Provides 24/7 availability for client inquiries
Offers detailed insights and analytics on client interactions
Customizable to fit specific law firm needs and branding
Cons
May require initial setup and training to optimize performance
Potential concerns about AI handling sensitive legal information
Effectiveness may vary depending on the complexity of client inquiries
How to Use My-Legacy.ai
Sign up for the pilot program: Estate attorneys can sign up for the My-Legacy.ai pilot program by filling out the form linked on the website.
Customize the AI assistant: Customize the digital assistant with your firm's content so it can provide tailored answers to prospective clients' questions.
Integrate the chatbot on your website: My-Legacy.ai will provide a URL to integrate the chatbot on your chosen webpages. No coding skills are required for integration.
Configure chatbot settings: Set your color scheme, logo, and configure welcome messages to customize how the chatbot engages with visitors.
Let the AI engage with website visitors: The AI assistant will interact with visitors, answer questions, and gather relevant data to qualify leads.
Review lead summaries: Access summaries of chat conversations and lead rankings to identify the best-fit prospects.
Schedule consultations: Use the insights provided to schedule consultations with highly qualified leads.
Monitor performance: Access real-time metrics and detailed multi-dimensional reports to gain insights into your lead generation and conversion process.
My-Legacy.ai FAQs
My-Legacy.ai is a conversational AI platform for estate planning. It provides a generative AI-powered digital assistant that can be customized for estate attorneys' websites to interact with prospective clients, answer questions, and qualify leads.
Analytics of My-Legacy.ai Website
My-Legacy.ai Traffic & Rankings
6K
Monthly Visits
#3565230
Global Rank
-
Category Rank
Traffic Trends: May 2024-Jan 2025
My-Legacy.ai User Insights
00:00:13
Avg. Visit Duration
1.67
Pages Per Visit
46.62%
User Bounce Rate
Top Regions of My-Legacy.ai
US: 73%
CA: 17.63%
IN: 9.37%
Others: 0%