Bringing Peace of Mind into the Digital Age with Intelligent End-of-Life Planning
Case Study: myLifeAD – A Secure, Guided Platform for Comprehensive End-of-Life Planning
Industry: Digital Legacy Planning | Subscription-Based Services
The Challenge
- Lack of Centralization: Vital documents, memories, and instructions are often scattered or left undocumented, creating confusion and stress for loved ones during times of crisis.
- Emotional Burden: Survivors are frequently overwhelmed by the responsibility of locating, organizing, and managing personal, legal, and digital assets of the deceased.
- Low Engagement with Traditional Estate Tools: Many people avoid or delay end-of-life planning due to its complexity, discomfort, or lack of accessible and affordable legal resources.
- Security and Trust Concerns: Users needed assurance that their most personal data and messages would remain secure, encrypted, and accessible only to trusted individuals.
- Scalability of Services: The platform needed to support multiple features, from legal documentation to legacy messaging, while remaining user-friendly and secure.
Our Solution
Guided End-of-Life Planning
myLifeAD provides users with step-by-step guidance through sensitive planning tasks, from choosing trustees to organizing final wishes—making the process approachable and emotionally manageable.
Integrated Legal Document Library
In partnership with RocketLawyer, myLifeAD offers a curated library of expertly prepared legal documents included within the subscription. Users can easily access, complete, and store their estate, medical, and financial planning documents.
Secure Cloud Vault
Members can upload and organize essential documents, digital assets, and personal records within a centralized, encrypted storage vault. This ensures important files are always secure and readily available.
Trustee Access Protocols
Designated trustees are granted access to the member’s digital vault upon confirmation of death, alleviating the burden on grieving families to gather or guess important information.
Legacy Messaging System
Users can draft personal messages—optionally with video or voice recordings—to be scheduled and sent to loved ones after death, preserving memories and creating meaningful final connections.
Advanced Security Architecture
All user data is protected with HTTPS and SHA-256 with RSA encryption, ensuring privacy and compliance. Future access protocols and user activity are logged and monitored for maximum transparency.
Multi-Tiered Subscription Model
The platform offers flexible subscription options tailored to different user needs, enabling accessibility for individuals at various stages of life planning.
Key Functional Capabilities
Business Outcomes
Empowered Individuals and Families
Users experienced peace of mind knowing their final affairs, memories, and wishes were organized and protected—ensuring their loved ones would not be left searching or second-guessing.
Reduced Emotional and Administrative Burden
By providing an all-in-one platform, myLifeAD eliminated the need for families to chase documents or navigate legal confusion during already difficult times.
Improved Legal Compliance and Document Accessibility
The integration with RocketLawyer ensured users had access to accurate, up-to-date legal documentation, increasing confidence in their estate planning efforts.
Higher Customer Trust and Retention
The platform’s robust security features and trustee-based access control instilled trust in users and supported high renewal and referral rates.
Scalable Infrastructure for Growth
Designed for modular expansion, the platform can easily accommodate new features—such as digital will creation, estate executor dashboards, or AI-based planning suggestions—without affecting existing services.
Conclusion
