LifeLegacy
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.
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingSoftware
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.
LifeLegacy firmographics
Firmographics- 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
LifeLegacy industry classification
Industry- 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
Where LifeLegacy is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LifeLegacy business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- 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.
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Annual | Complete Estate Planning Bundle for Individuals |
| Subscription | Monthly | Giving Suite for Nonprofits |
| Subscription | Annual | Member Benefits (Year 2+) |
| Subscription | Monthly | Financial Institution White-Label Solution |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels7 records
LifeLegacy product offering
Product offeringCore 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
Companies that use LifeLegacy
Customer profileNamed customers16 records
Segments3 records
Ideal customer profiles3 records
LifeLegacy technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability3 records
Feature11 records
LifeLegacy partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- Infinite GivingcoreStrategic 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.
- BloomerangcoreContent partnership on recurring giving programs. LifeLegacy integrated with Bloomerang CRM for seamless data synchronization for nonprofits to manage planned giving data.
- Ministry BrandscoreStrategic partnership expanding access to modern planned giving for churches, ministries, and faith-based organizations nationwide.
- BloomerangcoreOfficial launch of new integration with Bloomerang, creating seamless solution for nonprofits to manage their planned giving data within their existing CRM.
- NokboxminorPartnership 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 WorkcorePartnership 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 HappensminorPartnership exploring how life insurance is an affordable way to leave a large, lasting legacy to charities, schools, or religious organizations.
- CRM Integration PartnerscoreDeep 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 PartnerscoreNonprofit 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
LifeLegacy competitors and assessment
Company assessmentDirect 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
LifeLegacy social profiles
Digital presenceLifeLegacy compliance and trust
Trust signalCompliance2 records
LifeLegacy financial estimates
Financial estimateRevenue estimate
Valuation estimate
LifeLegacy leadership team
Management profileNumber of profiles
Profiles3 records
LifeLegacy funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LifeLegacy M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LifeLegacy
What does LifeLegacy do?
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.
Is LifeLegacy a public or private company?
LifeLegacy is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was LifeLegacy founded?
LifeLegacy was founded in 2020. It employs 1 to 10 people.
Where is LifeLegacy based?
LifeLegacy is headquartered in New York, United States, in the North America region.
How does LifeLegacy make money?
Three revenue lines are on record. Individual Estate Planning (Complete Bundle) is the primary driver. The others are nonprofit Giving Suite Subscription and membership Renewal.
Who are LifeLegacy's main competitors?
Direct peers on record are FreeWill, Trust & Will, Wealth.com, Vanilla and Snug. Broad incumbents are LegalZoom and Rocket Lawyer. Cake is listed as an emerging player. Others are Givebutter and Bloomerang.
Does LifeLegacy have an API?
No public API is recorded for LifeLegacy.
What industry is LifeLegacy in?
LifeLegacy's product category is Estate Planning Software. Its primary akta.pro industry code is FSAEAKAC, Estate Planning & Trust Structuring Advisory, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 5411 and its SIC code is 8111.