Legacy Buddy
Legacy Buddy set out to reinvent the estate planning and wealth-building space — transforming a traditionally intimidating legal process into a relatable, subscription-based tech platform. The mission: make legacy planning accessible to everyone, not just the wealthy.

Transforming Estate Planning into SaaS software for everyone

Challenge

Assumptions

Estate planning is a low-engagement, low-trust industry — most people avoid it until it’s too late. The audience (millennials + Gen X) often believed they “don’t have enough assets” to start. The brand needed modern relevance — something that felt more like Credit Karma, not LegalZoom. Legacy Buddy’s team needed a marketing system that could attract leads, educate users, and convert interest into paid subscriptions and referrals.

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Results

Different Ideas, Inc. turned a niche fintech product into a brand with emotional gravity and measurable traction — proving that even complex ideas can connect when executed differently.

“The Credit Karma of Legacy Planning.” Repositioned the product from “estate documents” to generational wealth empowerment.Designed and launched paid media assets with multiple hooks (emotional, financial, generational). Produced UGC ad creatives to increase relatability. Implemented tracking dashboards for cost-per-lead, signup conversion, and partner referrals. Built an onboarding email flow introducing users to features like “NetWorth Lens” and “Lifetime Edits.”

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