Beneficiary mismatch alerts
The most common cause of contested estates: a 401(k) or life-insurance form with a stale beneficiary that overrides the will. Mylo surfaces these.
Inheritance planning
Inheritance organizer — make your inheritance simple to receive
Map assets, name beneficiaries, write instructions, address family conflict before it starts. Excel + DOCX output your family can follow.
The hardest part of inheritance isn't the money — it's the ambiguity. Was the cabin meant for both daughters, or just the one who summered there? Did dad actually update the 401(k) beneficiary after the divorce? Who gets the wedding ring, and who decides? Mylo's inheritance organizer maps all of it — assets, named beneficiaries, family-conflict scenarios, written instructions — into outputs your family can follow without a contested probate.
What you get
- 17 asset categories — accounts, real estate, business, collectibles, life insurance, digital
- Beneficiary mismatch detector — flags the 401(k) form that overrides your will
- Conflict-prevention prompts for blended families, unequal distribution, sentimental items
- Written explanation for any "unequal" decision — heads off the most common family fight
- 8-section instruction document for the executor
- Excel + DOCX output ready for a lawyer or trustee
How it works
1. Map assets and beneficiaries
17 asset categories. Mylo flags mismatches between what your will says and what your beneficiary forms actually say.
2. Decide hard cases
Sentimental items, blended families, unequal distribution. Mylo gives you prompts; you write the explanation that prevents the fight.
3. Write the instructions
8 sections covering day-1, week-1, month-1, ongoing. Your executor follows a numbered plan, not a guess.
4. Export and share
Excel workbook + DOCX instructions. Print, store, hand to executor — or share digitally on the condition they wait.
Features
Unequal distribution explainer
If you're leaving things unequally — for any reason — write the explanation NOW, in your voice. Heads off the post-funeral family fight.
Sentimental item allocator
Jewelry, books, photo albums — the items families fight over most. Mylo prompts you to allocate explicitly with optional notes.
Blended family scenarios
Spouses + stepchildren + biological children — Mylo walks the trickier patterns that surprise families.
Trustee instruction doc
8 plain-English sections your executor follows. Not legal-ese; human-readable.
One subscription, every legacy tool
€9.99 / month. All four wings + AI Legal Consultant + 200+ article library. Cancel anytime; your data exports as DOCX / PDF / Excel and stays with you.
See pricing detailsHow Mylo compares
Where common alternatives fall short.
A handwritten letter
The problem: May not be legally binding. Easy to lose.
With Mylo: Mylo produces formal documents alongside the personal letter — both are part of the package.
A will alone
The problem: Doesn't address sentimental items, doesn't catch beneficiary-form mismatches, doesn't explain unequal decisions.
With Mylo: Mylo handles the surrounding context your will assumes will sort itself out.
"We'll figure it out as a family"
The problem: Famous last words. Sibling conflict over inheritance accounts for ~30% of family estrangements per AARP studies.
With Mylo: Mylo gives you the structure to decide while you're alive, in writing.
Frequently asked
Is this a substitute for a lawyer?
No — Mylo organises your decisions so a lawyer can draft the will faster (and cheaper). For complex estates (high net worth, business ownership, blended family, special-needs heir) you should still see a qualified attorney.
What if my family disagrees with how I've organised things?
That's exactly why you write the explanation. Mylo prompts you to explain unequal decisions in your voice. Families that read the reasoning fight less than families given only the outcome.
Can I leave digital assets too?
Yes — Mylo links to the Digital Legacy planner so crypto, online accounts, and digital memories are part of the same inheritance plan.
What if I change my mind?
The organizer is a living document in your encrypted vault. Update any time; re-export when ready to refresh the printed copy.
Can a non-family executor use this?
Yes — the trustee instructions are written for any executor, family or professional. Many users name a professional fiduciary; the Excel + DOCX outputs are designed for that audience.