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Legacy Buddy launches in 2026. Join 31,000+ families already preparing. Secure Your Spot →

Back the platform redefining how families build and pass on wealth.

Legacy Buddy is the first platform that combines estate planning with generational wealth building. We're bringing it to every American family, and we're talking with mission-aligned investors and strategic partners ahead of our 2026 launch.

Request the Investor Brief Become a Partner →

Raising our seed round. By introduction and request. Launching in 2026.

The Opportunity

A generational opportunity, literally.

The largest wealth transfer in history is underway, and most families have no plan and no way to measure their readiness. Legacy Buddy is built for exactly this moment.

$124T
in generational wealth transferring over the next 25 years
60%
of American families have no Will or Trust in place
31,000+
families already on the waitlist before launch
Why Legacy Buddy

A category of one, built on defensible IP.

We are not another online will form. Legacy Buddy leads with intelligence, the LQ™ Score, then turns that insight into documents, a wealth roadmap, and the right professional at the right moment, all in one place.

  • The LQ™ Score: a proprietary readiness index that drives the entire experience
  • One integrated platform across scoring, documents, wealth, and professionals
  • A free tier that converts into paid plans and professional revenue
  • Patent-pending IP across scoring, automation, and collaboration
  • State-compliant document architecture across all 50 states

One platform, four connected products.

Each product feeds the next, compounding engagement and lifetime value.

LQ™ Score

A personalized readiness index across four pillars. The free top of funnel and the engine of the platform.

Legacy Lens™

A generational wealth dashboard: net worth trajectory, milestones, and a clear roadmap forward.

Document Builder

State-compliant Wills, Trusts, and POAs from plain-English questions. Recurring, high-margin revenue.

Professional Marketplace

Score-qualified introductions to CFPs, attorneys, and insurance professionals. A second revenue engine.

Demand, before we've even launched.

31,000+
families on the pre-launch waitlist
5
patent-pending proprietary systems
All 50
states, compliant document architecture
2026
platform launch, waitlist conversion begins
The Moat

Proprietary, patent-pending technology.

LQ™ Score

The scoring system that measures and improves a family's generational wealth and estate readiness.

Legacy Lens™

The wealth scoring algorithm and adaptive visualization that ties milestones, assets, and documents together.

Estate Automation Engine

Questionnaire logic that determines the right documents and keeps Wills, Trusts, and the Vault in sync.

Partners

We're looking for partners, too.

If your organization touches families, money, or the moments in between, let's build together.

Financial Institutions

Offer estate readiness and a wealth roadmap to your members as an embedded, co-branded experience.

Employers & Benefits

Add legacy planning to your benefits stack and give employees a tangible, family-first perk.

Professional Networks

Bring score-qualified families to your advisors, attorneys, and agents through the marketplace.

Get in Touch

Let's talk.

Tell us a little about you and we'll share the investor brief or partnership details and set up a conversation. Everything is treated as confidential.

Confidential. We'll only use your details to follow up about this inquiry.

This page is for informational purposes only and is not an offer to sell, or a solicitation of an offer to buy, any security. Any such offer would be made only to qualified investors through definitive offering documents. Forward-looking statements involve risk and uncertainty. Legacy Buddy provides document creation tools, not legal advice.