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.
$275 million
raised in charitable gifts since launchTransforming 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
KPI Metric Results
- Charitable Giving Impact: 42% of users include charitable donations in their wills, compared to the national average of 7%.
- User Engagement: 90% of users WHO FINISH their will do so on the same day they begin.
- Fundraising Success: $275 million raised in charitable gifts since launch.
- Partner Growth: Nearly 200 charity partners onboarded.
- Market Expansion: Launched a nondenominational version, My Legacy Will, to reach a broader audience.
Challenge
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:
- Complex and Costly Estate Planning: Traditional estate planning requires attorney meetings, paperwork, and high costs, making it inaccessible for many.
- Lack of Awareness in Legacy Giving: Only 7% of wills include charitable donations, leading to missed opportunities for faith-based giving.
- Faith-Based Considerations in Estate Planning: Legacys need estate plans that align with their values, funeral preferences, and trusted faith-based guidance.
- Need for a Seamless Digital Solution: Existing tools lack faith-based integration, creating demand for an accessible, userfriendly alternative.
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.
Thomas Thimons
Co-Founder, My Legacy Will
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.
- Unified Design System: Leveraged Flutter and Node.js for scalable development.Created an intuitive, caregiver-friendly interface optimized for usability.
- Automated Data Capture: Integrated mobile sensors, including cameras and microphones, to record patient data during lucid moments.
- AI-Driven Analysis: Applied data mining and machine learning to analyze cognitive fluctuations and identify triggers for lucid intervals.
- Research Integration: Enabled seamless workflows for researchers, improving data reliability and accessibility.
Results
- Scalability: Adopted by caregivers across all 50 U.S. states, enabling nationwide data collection.
- Funding Success: Secured $200,000+ for ongoing development and future enhancements.
- Enhanced Accuracy: Improved data collection and analysis of cognitive changes.
- User Feedback: Achieved 90% positive ratings for its intuitive and accessible design.
AI_Driven_Fleet_Optimization
Custom Mobile Application Development
Workflow Optimization
Enterprise Innovation