A platform that helps you preserve your legacy for the people you love. Stories, values, estate plans, and practical wisdom — captured through guided AI conversations and delivered as beautiful documents to share with your family.
12,000+
Families trust us
14
AI-guided agents
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 stakeholder 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
50 Memoir Writing Prompts to Capture What Matters
50 thoughtful memoir writing prompts organized by life stage and theme. Perfect for capturing your life story, legacy letter, or family history.
Business Succession Planning: A Step-by-Step Guide
Learn how to create a business succession plan with this complete step-by-step guide covering timelines, key elements, and common mistakes to avoid.
Family Business Transition: How to Do It Without Drama
Learn practical strategies for smooth family business transitions including communication frameworks, phased handoffs, and managing family dynamics.
How to Choose the Right Successor for Your Business
Learn how to evaluate and select the best successor for your business using proven frameworks, whether choosing family, employees, or outside candidates.
How to Write a Legacy Letter Your Family Will Treasure
Learn how to write a meaningful legacy letter for your family. Step-by-step guide with tips for overcoming writer's block and creating something truly personal.
How to Write Your Life Story: A Practical Guide
A practical guide to writing your life story. Learn how to break it into manageable parts, find your starting point, and create something meaningful.
Testimonials
What families are saying
I kept putting off estate planning for years. This tool made it so simple — I had my asset map and instructions done in one evening. My husband was genuinely impressed.
Sarah M.
Mother of 3, Austin TX
My father passed away without leaving any instructions. The chaos that followed was devastating. I used My Loved Ones to make sure my family never goes through that.
David K.
Business owner, Denver CO
Writing legacy letters to my children was the most meaningful thing I've done this year. The AI guided me through it so gently — I cried, but in the best way.
Maria L.
Empty nester, Portland OR
As a small business owner with no succession plan, I was terrified. The Business Legacy section walked me through everything — selection, development, transition. All documented.
James R.
Restaurant owner, Chicago IL
I gave my mom the 12 Life Lessons calendar for her birthday. She said it was the most meaningful gift she ever received. Now she wants to make one for her grandchildren.
Emily T.
Daughter, San Francisco CA
The empty nest programs helped me rebuild my relationship with my adult son. We talk more now than we have in years. I wish I'd found this sooner.
Linda P.
Mother, Seattle WA
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.