The consumer journey
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How ready is your family
to pass on wealth?Legacy Buddy
to pass on wealth?Legacy Buddy
See how ready your family is to build, protect, and pass on wealth — free.
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👨👩👧 Family · spouse + two kids✓
🏦 Accounts · checking, 401(k)✓
🏠 Property + insurance✓
📄 Estate docs + beneficiaries✓
💼 Business + digital assets✓
See My Score
0LQ™ Score
Financial Health
Estate Readiness
Protection Readiness
Generational Impact
Connect accounts securely
Secure · encrypted · read-only
🏦 Checking✓
💰 Savings✓
📈 Investment account✓
🏛 Retirement account✓
🔒 Secure connection confirmed
Continue
One organized view
🏦 Bank accounts
📈 Investments
🏠 Property
🛡 Insurance
📄 Estate documents
👨👩👧 Family members
💼 Business interests
🔑 Digital assets
Everything in one household system of record
48LQ™ Score
Financial Health
Estate Readiness
See my next steps
Do now
📄Create a simple will
👥Add or review beneficiaries
Important next
📁Upload important documents
🛡Review life insurance coverage
Monitor
🤝Meet with a financial advisor
Complete in Legacy Buddy
Guided flow · editable anytime · stored in your Vault
Meet a professional
Complex estates route to an attorney or advisor
Simple needs stay in-app. Complex needs get expert help.
✓Confirm family information
✓Select beneficiaries
✓Review wishes
✓Complete document
✓
Save to Legacy Vault
Encrypted · access controlled
📄 Simple willUploading…
🏛 Trust documents🔒 Secured
🛡 Insurance policy🔒 Secured
🏠 Property record🔒 Secured
⚠ Beneficiary information incomplete
Fix beneficiaries
56LQ™ Score
Estate Readiness
Protection Readiness
Life event · New child added 🎉
🧸Add guardian instructions
👥Update beneficiaries
🛡Review insurance coverage
Meet an advisor
Intake complete✓
Financial accounts connected✓
Planning needs identified✓
Contact consent confirmed✓
Ready to match✓
Household profile · LQ™ 68Securely sent to a matched professional
Life event detectedCongratulations on your new baby! Your plan needs a quick update.
ReminderTime to review your beneficiaries — it takes 5 minutes.
A lifelong system for building and protecting generational wealth.
The professional journey
Home
Marketplace
Pipeline
Analytics
Good morning, Advisor
Verified network3New opportunities
12Active pipeline
4Meetings this week
Recent: Hartford household converted · intake exported · meeting completed
Performance: 39% conversion · 2.1 days avg. time to meeting
🔔 New household opportunityVerified · Boston, MA · LQ™ 68
Home
Marketplace
Pipeline
Analytics
Household opportunities
1,284 matchesFilters
✓Geography · New England
✓Assets · $500K+
✓Service · Estate + retirement
✓Life event · New child
✓Readiness · High · LQ™ 60+
Matches: 1,284
✓ Verified
68 LQ™
● Ready now✓ Verified
74 LQ™
● Ready nowMargaret Family
Pro-Ready Packet · identity masked until purchase
68▲ +20 since Jan
Household
Couple · two children · Boston, MA
Verified assets
$500K–$1M · 4 Plaid connections
Planning gaps
Guardianship · beneficiary review
Requested help
Advisor meeting · 2-week window
Documents
Will · insurance · property on file
Life event
New child · 3 weeks ago
Conflict check
Names available on acceptance
Talking points
Guardianship · 529 · term coverage
HighHousehold readiness
StrongProfessional fit
$8–12KEst. opportunity
✓ Consent recorded✓ Intake timestamped✓ Access controlled✓ Audit trail
Purchase opportunity
Pipeline
This monthNew
Purchased
Contacted
Meeting booked
Converted
Margaret FamilyBoston · $500K–$1M · LQ™ 68New
Meeting prepNo will until recently · insurance gap · beneficiary review · retirement connected · wealth planning interest
Meeting booked · Tue, Jun 16 · 2:00 PM · Advisor ↔ Household
✓ Opportunity purchased — full contact unlocked
Performance
Last 90 days0Opportunities purchased
0Meetings booked
0Households served
0%Conversion rate
$0Est. new revenue
$0Assets represented
Avg. time to meeting: 2.1 days · Next: 4 meetings this week · pipeline growing
Verified household demand, routed to the right professional.