LifeLegacy

What LifeLegacy does

LifeLegacy (legal entity: Life Legacy Technologies Inc.) is a Los Angeles-based estate-planning software company founded in 2020 by siblings Austin, Jordan, and Spencer Cassidy, with Spencer Cassidy serving as CEO. The company operates a dual-track go-to-market. On the consumer side, LifeLegacy offers an individual estate-planning product priced at a $179 one-time fee plus an optional $20/year membership, focused on capturing charitable intent alongside traditional will provisions. On the B2B side, the "Giving Suite" SaaS is sold to nonprofit organizations starting at $499/month, augmented by a white-label offering aimed at financial institutions that want to embed estate planning under their own brand.

The product stack centers on guided will and estate-plan creation, with notable technical components including ImpactWriter (an AI-assisted content-generation tool built on third-party OpenAI models for drafting charitable intent language), support for non-cash gift instruments such as crypto, stock, and donor-advised funds, and a set of native CRM integrations with major fundraising platforms including Bloomerang, Ministry Brands, Infinite Giving, and Nokbox. Scale signals reported by the company include 1,000+ nonprofit partner organizations, 100,000+ estate plans created, and $200M+ in pledged gifts secured, with a stated average planned gift of $40K+.

The business is privately held and has remained lean, with reported headcount in the 1-10 range and only one disclosed financing event: a $625,000 funding round in February 2021. Distribution leverage comes primarily from nonprofit partnerships and a Perks at Work channel exposing the consumer product to roughly 30M employer-benefit-program members, rather than from direct sales or paid acquisition.

Name

LifeLegacy

Legal name

Life Legacy Technologies Inc.

Website

https://lifelegacy.io

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

LifeLegacy sells a D2C estate-planning product ($179 + $20/year membership) to individuals and a B2B "Giving Suite" SaaS (starting $499/month) to nonprofits, with a white-label offering for financial institutions. The platform integrates with fundraising CRMs and uses OpenAI-powered content generation to capture charitable bequests.

Ownership category

akta.pro rank

Product category

Estate Planning Software

NAICS

Legal Services (5411), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111), Services-Prepackaged Software (7372)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Estate planning software
• Planned giving platform
• Online will builder
• Nonprofit fundraising tools
• Digital legacy planning

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Individual Estate Planning (Complete Bundle): One-time payment of $179 for the Essential Estate Planning Package including Last Will & Testament, Financial Power of Attorney, and Advance Healthcare Directive. Includes $20/year membership starting in year two for continued access to updates, downloads, and support.
2. Nonprofit Giving Suite Subscription: Monthly subscription starting at $499/month for nonprofits to access the complete Giving Suite including will tool, QCD tool, gift intention tool, donor dashboard, CRM integration, marketing playbook, and dedicated support. Additional add-ons available for microsites and custom email sequences.
3. Membership Renewal: $20/year membership starting in year two provides unlimited updates, unlimited downloads, print & mail service, secure sharing, and dedicated customer support.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

LifeLegacy provides an online estate planning platform for individuals that enables creation of a legally valid Last Will & Testament, Financial Power of Attorney, and Advance Healthcare Directive in approximately 20 minutes for a $179 one-time payment. The company also operates The Giving Suite, a SaaS planned giving platform for nonprofits (starting at $499/month) that includes a will tool, QCD tool, gift intention tool, donor dashboard, planned giving microsite, CRM integrations, and an AI-powered content generator. A separate white-labeled estate planning suite is offered to financial institutions for customer lead generation and cross-selling.

Product overview

LifeLegacy offers a dual-track product architecture: (1) a direct-to-consumer estate planning platform for individuals at lifelegacy.io, providing the Essential Estate Planning Package (Last Will & Testament, Financial Power of Attorney, Advance Healthcare Directive) for $179; and (2) The Giving Suite, a comprehensive planned giving SaaS platform for nonprofits starting at $499/month. The Giving Suite bundles ten tools including Will Tool, QCD Tool, Gift Intention Tool, DAF/Stock/Crypto Tool, Donor Dashboard, Planned Giving Microsite, CRM Integrations, Custom Email Integrations, Marketing Playbook, and ImpactWriter AI. A separate Financial Institutions product provides white-labeled estate planning tools with lead tracking for banks. ImpactWriter (impactwriter.io) operates as a related AI-powered content generation product for charitable fundraising. The individual and nonprofit products share the same estate planning engine but serve different go-to-market segments.

Differentiator

Problem solved

Functional benefit

Products and services

• The Giving Suite Core nonprofit platform offering ten integrated tools for launching, growing, and stewarding planned giving programs. Fully white-labeled for nonprofits, foundations, universities, healthcare organizations, faith-based organizations, and charities. Priced starting at $499/month with 24-48 hour launch.
• Essential Estate Planning Package Online estate planning package for individuals offering Last Will & Testament, Financial Power of Attorney, and Advance Healthcare Directive. Priced at $179 one-time with $20/year membership starting year two. Completes in approximately 20 minutes and is legally valid in all 50 states.
• Estate Planning Suite for Financial Institutions White-labeled estate planning platform for banks, credit unions, and financial advisors. Includes Last Will & Testament, Financial Power of Attorney, Advance Healthcare Directive, and an Analytics & Lead Tracking Dashboard that surfaces cross-selling opportunities. Customized and branded to maintain institutional brand cohesion.
• ImpactWriter AI AI-powered content generation product that creates expert fundraising copy, emails, and marketing materials in seconds. Uses artificial intelligence models (including OpenAI) to generate text-based content for charitable purposes. Available both within the Giving Suite and as a standalone product at impactwriter.io.

Quantifiable outcome

• Complete estate plan in 20 minutes
• +5 more outcomes

Named customers16 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability3 records

Feature11 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Infinite GivingcoreStrategic or Co-development Partner · 24 June 2026Strategic partnership to help nonprofits unlock planned gifts, DAFs, stock, crypto, endowment, and cash donations through one integrated experience. Infinite Giving clients receive exclusive pricing on LifeLegacy's Giving Suite, while LifeLegacy partners receive exclusive pricing on Infinite Giving's giving platform for non-cash gifts.
• BloomerangcoreTechnology or Integration · 19 June 2026Content partnership on recurring giving programs. LifeLegacy integrated with Bloomerang CRM for seamless data synchronization for nonprofits to manage planned giving data.
• Ministry BrandscoreStrategic or Co-development Partner · 16 February 2026Strategic partnership expanding access to modern planned giving for churches, ministries, and faith-based organizations nationwide.
• BloomerangcoreTechnology or Integration · 10 July 2025Official launch of new integration with Bloomerang, creating seamless solution for nonprofits to manage their planned giving data within their existing CRM.
• NokboxminorStrategic or Co-development Partner · 10 July 2025Partnership to simplify estate planning. Nokbox is an innovative organizational system partner offering special discounts to LifeLegacy members as part of exclusive partner perks.
• Perks at WorkcoreGTM or Marketing PartnerPartnership to offer estate planning to 30 million Perks at Work members as an employee benefit. LifeLegacy provides online estate planning tools to employees of corporate partners.
• Life HappensminorGTM or Marketing PartnerPartnership exploring how life insurance is an affordable way to leave a large, lasting legacy to charities, schools, or religious organizations.
• CRM Integration PartnerscoreTechnology or IntegrationDeep integrations with major nonprofit CRMs including Blackbaud, Bloomerang, Virtuous, GiveButter, Salesforce, Neon One, Donor Perfect, EveryAction, and Little Green Light. Enables seamless data sync and improved tracking for planned giving programs.
• 1,000+ Nonprofit PartnerscoreChannel Partner/ Reseller/ DistributorNonprofit organizations (foundations, universities, healthcare organizations, faith-based organizations, and charities) license the Giving Suite to offer estate planning tools to their donors free of charge. Partners include Action Against Hunger, American Brain Tumor Association, Pasadena Humane, James Madison University, and many more.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• FreeWill: FreeWill is the most direct competitor to LifeLegacy's nonprofit planned-giving platform and consumer will-builder, offering overlapping tools (online will, QCD, gift intention, CRM integrations) to the same nonprofit buyers and individual donors. LifeLegacy explicitly lists FreeWill on its comparison pages.
• Trust & Will: Trust & Will is a direct competitor in online estate planning for individuals, offering wills, trusts, and healthcare directives through a guided SaaS experience at similar price points. Targets the same consumer pain point (affordable attorney-free estate planning) and overlaps with LifeLegacy's individual offering.
• Wealth.com: Wealth.com provides an estate planning platform primarily for financial advisors and RIAs, with interactive estate plans, beneficiary mapping, and CRM integrations. Closely comparable to LifeLegacy's financial-institution white-label motion and overlapping consumer estate planning capabilities.
• Vanilla: Vanilla is an estate planning platform built for financial advisors, offering white-label wills, trusts, and POA documents with lead generation and CRM integrations. Directly comparable to LifeLegacy's white-label offering for banks and credit unions.
• Snug: Snug offers online estate planning (will, trust, healthcare directive, POA) with a marketplace of vetted local attorneys. Competes with LifeLegacy on the individual consumer side with a similar self-serve SaaS experience.

Broad incumbents

• LegalZoom: LegalZoom is an established incumbent in online legal services, including wills, POAs, and business formation. It serves the same consumer pain point LifeLegacy addresses but operates as a much broader legal services marketplace rather than a nonprofit-specialized platform.
• Rocket Lawyer: Rocket Lawyer is a broader online legal services subscription platform offering wills, POAs, and document review alongside attorney consultations. Comparable to LifeLegacy's individual estate planning package but with a much wider legal services scope and subscription pricing model.

Emerging players

• Cake: Cake is an end-of-life planning platform covering wills, healthcare directives, funeral planning, and posthumous messaging. Comparable in consumer estate planning category but with a broader end-of-life scope and smaller nonprofit integration footprint.

Others

• Givebutter: Givebutter is a nonprofit fundraising and CRM platform that LifeLegacy integrates with. As a partner and adjacent ecosystem player, Givebutter competes for nonprofit software wallet share and shares the same nonprofit buyer persona.
• Bloomerang: Bloomerang is a leading nonprofit CRM and donor management platform that LifeLegacy integrates with for planned giving data sync. While not a direct estate planning competitor, it serves the same nonprofit buyers and influences planned giving software purchasing decisions.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/GetLifeLegacy

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LifeLegacy