Bootstrapped Founder
Serial EntrepreneurAbout
Legacy Buddy is the Credit Karma of generational wealth, helping households build, protect, and pass on wealth through a free score and dashboard that earns trust upstream. When households are ready to act, the platform monetizes across estate planning, insurance, and wealth management services.
Traction & Metrics
Users & Clients
34K
Users
Financial
$1.31
CAC
Products
Estate Planning Documents & Vault
Subscription-based service offering editable wills and trusts ($29-$99/year) with optional attorney review (flat $250). Includes secure document storage and emergency plans that can be shared with loved ones, creating a centralized vault for all estate planning needs.
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LQ™ Score
A free 0-100 proprietary score that measures household generational wealth readiness in under two minutes. The score is weighted across four pillars: Financial Health, Estate Readiness, Protection Readiness, and Generational Impact. With an average score of 38, it creates immediate awareness, urgency, and repeat engagement, driving users to improve their score over time.
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Legacy Lens™ Dashboard
A comprehensive household system-of-record that visualizes gaps, priorities, and progress across wealth, protection, and planning. Integrates with Plaid and other services to create verified household data, providing personalized AI recommendations and tracking score improvement over time.
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Professional Routing Network
Verified lead generation platform connecting high-value households with estate attorneys, insurance advisors, and wealth managers. Routes users to value-aligned professionals based on their verified data and completed intake.
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