55% of families lose assets because nobody knew where to find them.
Don't leave your family guessing. My Loved Ones helps you organize: your wisdom, your assets, your digital life, and your business. Use guided AI conversations to turn scattered thoughts into clear documents your family can actually use.
Introduction
How to begin — everything you need to know before you start
Material legacy
Your assets, heirs, instructions
Digital legacy
Your accounts, passwords, subscriptions
Business legacy
Your succession, responsibilities, transition
Intangible legacy
Your wisdom, letters, values, life lessons
AI Consultant
Inheritance Law, plainly explained — ask about wills, probate, inheritance tax, trusts, cross-border questions.
Browser-first privacy
Free tools stay in your browser. Signed-in saved work is encrypted before it reaches our servers, so our team cannot read it.
Your personal legacy map
One guided journey
This is the same map your subscribers work through. Five steps, one main task at each, optional branches you can do in any order. Finish in one focused evening — or one step at a time.
Step 1 · Introduction
Start here
Welcome video + Roadmap card to download
Step 2 · Material Legacy
Assets & Property
Plus People & Intentions, Instructions for Trusted Person
Step 3 · Digital Legacy
Digital Vault
Plus Digital Shutdown, Digital Memory
Step 4 · Business Legacy
Emergency Plan
For business owners — what happens if you are suddenly gone
Step 5 · Intangible Legacy
My Ethical Will
Plus Legacy Letters, 12 Life Lessons, Life Advice
Cancel anytime. Documents you download stay yours forever.
Resources
Why families plan ahead
Why Legacy Giving Starts Long Before the Will
If you run legacy fundraising and you are waiting for the moment a supporter tells you they have finally been to their solicitor, you are waiting for the last chapter of a decision that has been unfolding, quietly, for a decade or more. This is the piece about the years before that chapter — what happens in them, why supporters spend so long in them, and what your charity can do to be part of the conversation while it is still happening.
Why People Give — and What It Actually Does for Them
If you've ever wondered what actually happens inside a person when they give — why the effect on the giver is measurably larger than the money would suggest, why children who watch their parents give end up giving more themselves, and what all of this has to do with the good life more generally — this is the walk-through.
How Charities Actually Build Legacy Programs
If you've ever wondered what happens inside a charity's fundraising office when they decide to build a legacy giving program — how they staff it, what it costs, what it earns them over ten and twenty years, and why it changes not just their finances but the way they can plan their work — this is the walk-through.
Why People Actually Leave Money to Charity in Their Will
If you've ever wondered what really drives someone to include a charity in their will — the honest reasons behind the polite ones — this piece walks through the six motivations donor research consistently finds, the interviews and case studies that anchor them, the books worth reading if you're considering it yourself, and the organisations that can help you think it through.
What an Executor Actually Does in the First 90 Days
If you've just been named executor of a parent's will — or if you're choosing one for your own — here is the honest walk-through almost no one gives you: what actually happens in week one, what waits until day thirty, what surprises new executors most, and where the role quietly stops being paperwork and starts being grief work.
The Quiet Tax Rule That Saves Most Heirs Six Figures
Step-up in basis is the single most consequential tax rule almost no family talks about until it's almost too late to use it. Here's exactly how it works, why it matters for the house, the stocks, and the family business, and what the 2026 'Big Beautiful Bill' did with it that affects you directly.
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
I had avoided this for years. The guided questions made it manageable — I finished our family asset map and instruction kit in one sitting.
Patricia
Mom
55%
of families have no legacy plan
10 min
average session to prepare a document
4.7 / 5
average satisfaction score
Free · No signup
Share one piece of wisdom at a time
175 curated quotes on family, love, and legacy. Download beautiful cards to share, print, or keep close.
Browse free cards
We know what we are, but know not what we may be.
William Shakespeare
Hamlet · 1603
mylo.family
Privacy & Trust
Encrypted in your browser, before it reaches us
One promise: we are built so we cannot read what you type.
Your work is encrypted as you type
Inside your account, everything is encrypted in your browser before it leaves, using a key derived from the password you log in with. We hold scrambled bytes; even our team cannot read your data. One password is the whole key — keep it somewhere you trust; if you forget it, the saved data is gone, by design.
The free tools you can use without an account — the quiz, the planner — never leave your browser at all. Fill them in, download an Excel or Word file, walk away. Zero copy reaches Mylo.
Honest about AI
AI helps structure your answers into useful documents — we state that up front, never hide it, never collect more than the task needs.
Explore
Free tools & resources
Start with quizzes, guided sessions, templates, and practical guides — free to use, with no signup required.
Empty Nest
Three guided sessions for moms navigating identity, purpose, and family change after 50.
Legacy Quiz
12 questions, 3 minutes — see how prepared your family really is.
5-5-5 Plan
Name 5 people, 5 assets, and 5 actions — get a simple legacy starter plan as a Word document.
Wisdom Cards
175 quotes on family, love, and legacy — download as shareable cards.
Legacy Fact Cards
150 surprising facts about family legacy, planning, and inheritance — ready to share.
Templates
Free legacy letters, ethical wills, and estate checklists — ready to copy and use.
How many visits do you have left with Mom?
Enter her age and how often you see her. The number may change how you spend your time.
CalculateGet in touch
Have a question?
We're here to help.
Whether you need help choosing the right starting point, want a feature, or want to share your family story — reach out. We usually respond within 24 hours.