LegacyNudge

LegacyNudge is a mobile + web app that helps people actually complete the boring, procrastination-heavy parts of legacy planning: gathering account lists, naming beneficiaries, documenting key contacts, and leaving clear instructions for survivors. It’s not a law firm and it won’t pretend to replace an attorney; instead it acts like a structured checklist with deadlines, recurring reminders, and a “survivor-ready” packet that can be shared with trusted people. The app guides users through bite-sized tasks (10 minutes each), captures documents and notes, and produces a clean, exportable summary for an attorney or executor. An AI layer can suggest missing items (e.g., “you listed a 401(k) but no beneficiary confirmation”) and generate plain-language instructions from user inputs, but the core value is organization and follow-through. Monetization is subscription plus optional one-time “review pack” export.