The Credit Karma of generational wealth.
Legacy Buddy wins by owning the household upstream — before legal, insurance, and wealth providers ever enter the decision.
quiz + score
Legacy Lens™
Plaid + Zillow + vault
software + routing
The largest wealth transfer in history is underway — but no one owns the readiness layer.
Families have fragmented tools. They do not have a simple system that says what they have, what is missing, and what they should do next.
Wealth is built unadvised, left unprotected, and often passed inefficiently.
Most households do not know if their wealth is actually prepared for the future.
Legacy Buddy is the starting point for generational wealth.
We make a difficult category simple first, then useful over time.
Start with a free score that gives families immediate clarity.
Build a household system of record across wealth, property, documents, and readiness.
Guide the right next step before downstream lock-in begins.
The score turns an avoided category into a personal insight.
The LQ™ Quiz answers the question families do not know how to ask: how ready is my wealth to survive and transfer?
Free to the consumer. Monetized through routing. Proven at billion-dollar scale.
Credit Karma did not charge consumers to understand where they stood. It built a massive business by owning the relationship first and monetizing recommendations and routing over time.
A simple number made a difficult category approachable and repeatable.
Consumers did not pay. Value came from matching them to the right financial products.
The platform that owns trust first can create enormous downstream value.
We win by starting upstream.
Legacy Buddy brings awareness and creates urgency through the score, then turns that relationship into a household system of record before anyone else enters the picture.
The score makes an avoided category visible.
Users can see what is missing and what to do next.
Trust forms before legal, insurance, and wealth providers engage.
The system learns from readiness, assets, property, documents, and behavior.
That makes the next action — and the next referral — more valuable.
Each layer makes the next one stronger.
The wedge is already showing strong early efficiency.
In 6 days, cold traffic completed the 13-question quiz, created accounts, and unlocked scores at exceptional cost.
30-day pace: ~6,250 activated users on ~$10K spend if performance holds.
Audience signal: strongest performance came from ages 25–44, with mobile driving the funnel.
Quality signal: these are verified household profiles with context, timing, and planning signal — not raw form-fills.
Legacy Buddy is capturing the next middle-affluent valuable client earlier.
Top performance came from ages 25–44. That matters because this is where family formation, homeownership, first wills, first trusts, insurance review, and rising-net-worth behavior begin.
Assets, families, and planning complexity begin here.
The relationship compounds as the household gets more valuable.
Legacy Buddy gets there before the provider search begins.
Legacy Lens™ becomes the verified household system of record.
Legacy Lens™ combines connected financial data, property data, documents, and planning behavior into one upstream view of the household.
Improves financial intake and net-worth visibility.
Adds property context and estate complexity signal.
Documents, milestones, and actions strengthen the household profile over time.
Legacy Buddy detects the right path early.
Not every household should follow the same journey.
Guided, software-first paths for households that can move with clarity and confidence.
Low-friction subscription revenue for simpler households.
Review and guidance without unnecessary escalation.
Legacy Buddy can identify households becoming more important before they are obvious to the market.
Monetization expands across legal, insurance, and wealth as signal gets richer.
See rising-net-worth and rising-complexity households sooner.
A high-stakes category needs more than AI. It needs confidence.
Legacy Buddy combines estate-specific intelligence, review layers, and professional escalation when complexity or risk rises.
Give users peace of mind in a category where mistakes are expensive.
Move from guided software to human expertise when the household becomes more complex.
Verified intake for professionals discovering the next middle-affluent client.
Legacy Buddy begins upstream with the score, verified intake, and Legacy Lens™ context.
Intake: quiz → account → score → Lens → verified signal → routing
Higher-quality leads: Plaid, property context, documents, milestones, and planning gaps improve fit and timing.
Earlier visibility: see rising-value and rising-complexity households before formal provider lock-in.
The moat is scoring, compliance, data, trust, and switching costs.
Weighted pillars, dynamic triggers, and recommendation logic.
50-state logic, UPL guardrails, verification, privacy, financial-data controls, and marketplace structure.
Plaid, property, documents, and milestones build a richer household graph.
Once the dashboard, vault, data, and planning history live on-platform, replacement gets harder.
One funnel. Multiple revenue layers.
Legacy Buddy monetizes as trust and household signal deepen.
$29–$49/yr plans
$39–$699 one-time docs
$250 flat Smart Review
Up to $1,700 Legacy Counsel service charge
$35–$800 lead / routing economics depending on fit, timing, and value
From complexity to simplicity — and from wedge to platform outcome.
Behind one score sits 50-state legal logic, privacy controls, financial-data safeguards, verification infrastructure, and marketplace compliance. For the customer and the professional, it feels simple.
Built for a high-trust category.
Funding the category platform for generational wealth.
Raising $1.5M to scale the quiz and score engine, deepen product retention, and build the verified data and partner infrastructure that turns Legacy Buddy from a consumer wedge into a long-term system of record.
Legacy Buddy wins by owning the household upstream.
What starts as a free score becomes a verified household relationship, then a system of record, then a higher-value discovery layer for the professionals who serve that household.
Why this can scale
- Free score creates the consumer hook.
- Legacy Lens™ retains the household.
- Verified intake improves routing value over time.
Why pros buy
- Better fit, timing, and context than generic lead marketplaces.
- Earlier visibility into rising-value households.
- Stronger intake through score + Lens + verified data.
What changed
- 6-day campaign produced 1,250 activated users.
- $1.60 per quiz + account + score.
- ~6,250 activated users at 30-day pace if performance holds.
One-line thesis
- The company that owns the household first owns the higher-value decisions that follow.