1. Hand it over
Give your client the printable gift card with a note from you, at signing, at a review meeting, or with a holiday card.
For estate planning attorneys, financial advisors and CPAs
A legacy gift for the clients whose plans you built
MyLifeMemoir is a client gift for estate planning and financial clients that preserves what their plan cannot: the family’s stories, values and memories. Rosie, an AI interviewer, asks your client about their life out loud, and their answers become a written book their family keeps.
The gap between the plan and the family
You spend months helping a client decide who receives what, how to reduce costs and taxes, and how to keep the family on good terms afterwards. The plan you build protects what the family owns.
What it does not hold is who the family is. Where they came from, what the client’s parents taught them, why the business was started, what they hope their grandchildren understand. Clients mention these things in planning meetings all the time, and they rarely end up anywhere.
A legacy gift for clients that captures those stories sits naturally beside the work you have already done. It says you were listening to more than the balance sheet. Our founder, an estate planning attorney, writes about this here.
How an advisor gives it
The same way anyone gives it. There is nothing for your office to administer.
2. They start free
The client creates their own account. The first 30 days are free and no card is asked for. The account and the memoir are theirs.
3. The year, if you cover it
When the trial ends, whoever adds a card pays $159 for the year, and it renews until cancelled. Full pricing and terms.
If you would like to cover memberships for several clients, or talk about an arrangement for your practice, contact us and we will work it out with you directly.
When advisors tend to give it
- At the signing. The plan is finished and the client is already thinking about the next generation. A card in the binder says the conversation does not have to stop with the documents.
- At an annual review. A natural moment to ask what the client wants the family to know, not only what they want it to have.
- With a holiday card. A gift that is about the client’s family rather than your firm’s logo.
- At a milestone. A retirement, a sale of the business, or a new grandchild.
What your client actually does
Nothing technical. They open MyLifeMemoir in a web browser on a computer, tablet or phone. Rosie reads one question at a time aloud, in large type, and they answer by talking. Rosie then asks about something they mentioned, which is how the stories nobody has heard tend to come out. Their spoken answers become text they read and approve before anything is kept, and they can add their own photographs beside the stories.
Twelve chapters run from childhood and family roots to the lessons they want passed on and messages to particular people. Family members can be invited to add memories and photographs, which wait for the client’s approval. There is no schedule and no deadline; ten minutes on a Sunday is enough to make progress.
What your clients can count on
- Private until they share it.Their memoir is visible to their account alone. Family sees it through a link they create and can revoke. You do not see it unless they share it with you.
- Not used to train AI, and not sold.We never train AI on your stories, and we never sell them.
- Simple to use.One question at a time, in large type, read aloud. They answer by talking, in a web browser. Nothing to install.
- Theirs to keep.The finished book downloads as a PDF whenever they like.
Add it to your client resources page
If you keep a page of resources for clients, you are welcome to list MyLifeMemoir. Here is a link and a sentence you can copy:
Link: https://mylifememoir.com/
Description: MyLifeMemoir - a way to record a family’s stories, values and memories by talking with an AI interviewer, and keep them as a book alongside the estate plan.
Listing it does not imply any relationship between your practice and ours, and we do not describe any advisor, firm or professional body as endorsing MyLifeMemoir.
MyLifeMemoir is a nonlegal family-legacy platform and does not provide legal advice.
Keep reading
See what your clients would see.
Answer one question with Rosie yourself. No account needed.
One question with Rosie. No account needed.
$159 a year after a 30-day free trial. No credit card to start.