AI TOOL PROFILE
DGLegacy - Digital Legacy Planning and Inheritance App
- Legal
- Digital Legacy Planning
- Estate planners
- Wealth managers
- Employee benefit providers
- Individuals with complex digital assets
Pricing
DGLegacy is free to set up and uses a freemium model. A 90-day money-back guarantee is available for paid plans.
At a glance
- Best for
- Estate planners, Wealth managers, Employee benefit providers, Individuals with complex digital assets
- Key use cases
- Digital Asset Inheritance, Global Asset Coordination, Complementing Traditional Wills, Secure Document Storage
- Official website
- Visit dglegacy official website
How AI is used
DGLegacy is a digital legacy and inheritance platform designed to help prevent financial assets from remaining unclaimed. It provides a vault for cataloging assets, managing passwords, and storing important documents.
The tool is built for individual users and professional partners, such as estate planners and wealth managers. It helps these users maintain a record of assets that may be updated more frequently than traditional legal documents.
The platform includes a monitoring system that tracks user activity to detect fatal events, which then triggers notifications to designated beneficiaries and trustees. This is intended to help heirs identify and locate assets to claim them.
Buyers should note that the software is not a law firm and does not provide legal advice. It is designed to complement existing estate plans rather than replace legal documents such as wills and trusts.
Key Features
Heartbeat Protocol
A monitoring system that uses social media check-ups, email confirmations, and biometric logins to detect user activity.
Asset Cataloging
Supports listing digital and financial assets with basic information to help beneficiaries identify and locate them.
Beneficiary and Trustee Designation
Allows users to assign specific people to be notified about assets and designate trustees to assist in the claiming process.
Scan Doc
AI-driven digitization of documents, such as insurance policies and land ownership records.
Password Management
A secure vault for storing account credentials to be shared for digital inheritance.
Cyber Breach Monitoring
A premium feature that notifies users of cybersecurity breaches or financial risks related to companies holding their assets.
Use Cases
Digital Asset Inheritance
Cataloging cryptocurrencies, online accounts, and digital contracts to help heirs locate and access them.
Global Asset Coordination
Managing bank accounts and insurance policies across different countries for beneficiaries who may be unaware of them.
Complementing Traditional Wills
Maintaining a dynamic list of assets that can be updated more regularly than traditional estate plans.
Secure Document Storage
Digitizing legacy documents to be shared with trustees upon a detected fatal event.
FAQ
Is DGLegacy a replacement for a legal will?
- No, it is designed to complement existing estate planning. It helps maintain a dynamic catalog of assets, but it does not provide legal authority.
How does the software know when to notify beneficiaries?
- It uses a 'Heartbeat protocol' that monitors activity through social media check-ups, email confirmations, and biometric app logins to detect if a fatal event has occurred.
Can beneficiaries access information for free?
- Yes, DGLegacy enables beneficiaries and trustees to sign up and view the assets shared with them free of charge.
Source category: Legal
Source subcategory: Digital Legacy Planning
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