Don't leave your family guessing. Organize your estate, write your letters, plan your succession — all in one evening, with AI-guided conversations that make it simple.
4 Wings
Your complete legacy in four dimensions
14 Tools
AI-guided conversations & document generators
100%
Private & secure
How it works
01
Choose your focus
Select from 14 guided experiences across estate planning, legacy writing, business succession, and family transitions.
02
Have a conversation
Our AI guide asks thoughtful questions and helps you articulate what matters most — at your own pace, in your own words.
03
Download and share
Receive professionally formatted documents — PDFs, Word files, calendars — ready to share, print, or store securely.
What we cover
Four dimensions of your legacy
My Loved Ones helps you leave a complete legacy — from the tangible assets to the wisdom only you can share.
Your stories, values & wisdom
Letters, life lessons, ethical wills, and wisdom cards — capture the essence of who you are through guided AI conversations.
Estate planning made simple
Three-step framework to organize your assets, assign roles, and create practical instruction kits for your family.
Succession planning for SMBs
Successor selection, development planning, and successor transition — structured and documented.
Guided sessions for moms
Navigate the transition to a new chapter — rebuild connection with adult children, rediscover yourself.
My Loved Ones
A legacy planning platform that helps you preserve what truly matters for the people you love. Your stories, your values, your practical wisdom — organized, documented, and ready to pass on.
Resources
Why families plan ahead
5 Beneficiary Mistakes That Can Undo Your Entire Estate Plan
Your will says one thing, but your beneficiary designations say another. Learn the five most common beneficiary mistakes — and how to fix them before it is too late.
Knowledge Transfer: Don't Let Your Business Expertise Disappear
Tribal knowledge is your business's most valuable and most vulnerable asset. Learn how to document, transfer, and preserve the expertise that keeps your business running.
70% of Family Businesses Fail at Succession
Family businesses drive the economy, but most never survive the founder. Learn the three-step framework that separates the 30% that endure from the 70% that don't.
How to Choose the Right Successor for Your Business
Choosing a business successor is one of the most critical decisions an owner will make. Learn evaluation criteria, internal vs. external candidates, and how to have the conversation.
Rediscovering Your Partner After the Kids Move Out
When the kids leave, many couples realize they've been co-parents more than partners. Learn research-backed ways to reconnect, rebuild intimacy, and create a relationship that thrives in the empty nest.
How to Start the Conversation Your Family Has Been Avoiding
Every family has conversations they keep putting off — about finances, care wishes, or what happens when someone is gone. Here is how to start them without conflict.
Testimonials
What families are saying
I kept putting it off for years. Having guided questions made it so much easier — I finished my asset map in one evening.
Sarah
Working mom
Writing a letter to my daughter was emotional but beautiful. The AI helped me find the right words.
Michael
Father of two
Finally organized everything my family would need. It felt like a weight lifted off my shoulders.
Jennifer
Empty nester
The succession planning tools helped me think through things I'd been avoiding for a decade.
Robert
Business owner
I gave my mom the life lessons calendar. She cried happy tears. Best gift I ever made.
Emma
Daughter
The empty nest program helped me realize I'm not losing my son — I'm gaining a new relationship.
Patricia
Mom
Privacy & trust
Your privacy is fundamental
Zero data storage
Your conversations exist only in your browser session. When you close the tab, they vanish completely.
You own everything
Every document is downloaded directly to your device. Your legacy lives on your terms.
Full transparency
Conversations are processed by AI. We disclose this upfront. No surprises.
Get in touch
Have a question?
We'd love to hear from you.
Whether you need help choosing the right program, have a feature request, or just want to share your story — reach out. We respond within 24 hours.