Preserving Your Possessions
Through Proper Planning
Leave with peace and help close the generational wealth gap for your family.
My Legacy Items, powered by our partner OneDigitalTrust Inc, serves as an: Electronic Safe Deposit Box for all of your important documents and safekeepings.
Preparing Your Last Will & Testament Has Never Been Easier Thanks to My Legacy Items.
Get Started For ONLY $49.95!
My Legacy Items is here to help you start planning today. Our low cost, digital service allows you to create a simple, legally valid estate plan and maintain it for life.
Basic Plan Features
- Add People who will get an inheritance
- Declare cash gifts to people and charities
- Distribute estate residue (remainder)
- Appoint people to key roles (Executor, Financial Representative, Healthcare Representative)
- Guardianship provisions (included if minor is declared)
- Estate Dashboard for "at-a-glance" review
- Document Vault (includes document sharing with select people)
- Learn estate planning concepts - On-Page Help, Quizzes and videos.
- Write about key life-learnings and memories and share privately
- Personalized notifications & webinars
- "Resolution & Review" to minimize input errors
Documents
Includes option to create documents for SINGLE or both SPOUSES
- Last Will & Testament (includes Guardianship provisions if needed)
- Financial Power of Attorney
- Healthcare Power of Attorney
- Advance Directive/Living Will
- Final instructions (if not included in Advance Directive/ Living Will)
Custom Plan Features
Everything in BASIC, plus:
- Add assets & liabilities (manual or auto “pull-in” from institutions)
- Declare personal (property) items of emotional value and recipients
- Declare gift of a specifc asset
- Provide an option for heirs to purchase (owned) real-property
- Provision to compensate a 3rd-party executor
- Provision to care for a beloved pet
- Review “Net Worth” and estate-size
- Visualize estate-distribution by heir
- Track probate exposure of estate (estimate time & cost of probate)
- Explore probate minimization
Documents
Includes option to create documents for SINGLE or both SPOUSES
- Last Will & Testament (includes Guardianship provisions if needed)
- Financial Power of Attorney
- Healthcare Power of Attorney
- Advance Directive/Living Will
- Final instructions (if not included in Advance Directive/ Living Will)
- Instructions for Personal Property DIstribution
What We Offer
For Individuals
Make sure that the review of your final decisions align with the reason you worked most of your life – your family, your charitable stakeholders, or the issues that you care about. If you choose a false decision of not completing this process, you have made a decision to have all that you have worked to achieved to be controlled/decided by governmental officials. We believe as hard as of a decision as it is to make a decision, the cost to your love ones is too great not to consciously make a decision.
Peace
Our mission is to ensure that one’s departure is as peaceful as possible when it comes to your possessions.
Love
We spend many hours of our lives working to acquire the basics of food, clothing, shelter along with other discretionary items. The verb “love” is about doing for your family what you have professed by demonstrating that they matter enough to plan.
Legacy
Our final act or inaction will be how our affairs are handled when we depart. Oftentimes, the lack of a will could become the last headline in the news about us. In fact, not having a will ensure that our affairs are open to the public for review and scrutiny.
Something Everyone Needs
Will
A Will is a legally prepared document that lists your intentions for the distribution of your assets after you pass. Regardless of the perceived value of one’s assets, every individual needs a will. We believe that this document is consistent with the values of demonstrating to your loved ones that you love them. The platform is focused on everyday families to ensure that they have access to these tools to minimize the stress of losing a loved one.
Stay Prepared for Anything
Healthcare Directive
A Healthcare Directive is critical to share your intentions in the case you are incapacitated from a health perspective. This document helps loved ones and medical personnel carry out your wishes in a crisis. This is especially true when you may be incapable of communicating.
What We Offer
For Nonprofits
Testimonials
Contact Us
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