
My Legacy Will
Faith-driven digital will creation platform streamlines estate planning, strengthens charitable giving, and upholds Legacy values—driving $275 million in contributions since launch.
Faith-driven digital will creation platform streamlines estate planning, strengthens charitable giving, and upholds Legacy values—driving $275 million in contributions since launch.
Transforming Estate Planning for Legacys with a Seamless Digital Solution
Valere partnered with My Legacy Will to revolutionize the estate planning experience for Legacys by developing an intuitive, faith-aligned digital platform. This platform simplifies will creation, increases charitable giving, and empowers users with a secure, guided process—all in just 15 minutes.
Company
Client
My Legacy Will
Location
Pennsylvania & Florida, USA
Industry
Estate Planning, Non-Profit Fundraising
Services
Many Legacys struggle to incorporate their faith-based values into estate planning, often leading to confusion or missed opportunities in aligning their wills with religious principles. My Legacy Will faced several key challenges:
Honestly, I don't think we would be at the point we are today without the work of Valere. Prior to working with your team, we had rudimentary processes that just weren't working. From the initial exploratory phases to implementation, the process was phenomenal. Your team was always responsive, open to new ideas, and helped us navigate every challenge. We are incredibly grateful.
Solution
Valere developed a user-friendly, legally sound, and faith-aligned digital will creation platform. The platform simplifies the will-writing process, encourages charitable giving, and provides users with an easy-to-follow, guided experience.
Results