Legacy Buddy
Alex · Austin, Texas
LQ™ Score / 100
Needs attention
Show me the gaps
Build wealth
that lasts.
A free score shows a family exactly where they stand,
and exactly what to do next.
34,000+households
$1.19CAC
50states live
$1.0MSAFE
Live prototype with sample household data. Legacy Buddy · Franklin, Tennessee. A software platform, not a law firm, investment adviser or insurance producer.
What we are
A household dashboard for
estate and wealth planning.
01Is there someone counting on you?
02Have you built something worth passing on?
03Does your family know your wishes?
The problem
$124 trillion is being inherited.
Almost nobody has a plan, and Americans avoid it.
1 in 4adults has a will
22%have an advisor
93%want estate guidance
100M+are underinsured
Cerulli Associates, 2025 to 2026. Caring.com, 2025 Wills and Estate Planning Survey. Spectrem Group. LIMRA and Life Happens.
The insight
Disrupt estate planning by reframing it
as generational wealth.
Make it as easy as tracking your credit score or your health score.
The wedge
The habit
The marketplace
The outcome
Credit Karma
A free credit score→
Millions check it monthly→
Lenders paid for the intent→
$7.1B to Intuit
Legacy Buddy
A free LQ™ Score→
Families check it and improve it→
Advisers subscribe for access→
The household relationship
Intuit acquired Credit Karma in 2020 for approximately $7.1 billion.
Traction
34,000 households in 80 days.
$1.19per household
70%no will
52%no insurance
14%over $500K
Legacy Buddy internal platform and Meta campaign data, June to August 2026. Registered households are free accounts, not paying customers.
The wedge
One score and dashboard that
evolves as a family grows.
Good evening, AlexAustin, Texas · 41, two children
Net worth$0+4.2% this quarter
Protected in trust$0Nothing yet
Documents0 of 4All missing
LQ™ Score / 100
Needs attention
Estate Readiness22
Financial Health54
Protection31
Generational Impact40
AssetsProperty
DependentsGuardians
BeneficiariesCoverage
DocumentsState
Free. No card.
0 to 100.Four weighted pillars.
Nobody tracks a document.Everybody tracks a score.
Live prototype with sample household data. The intake is far deeper than the three questions on the landing page: assets, property, dependents, guardians, beneficiaries, coverage, documents and state of residence.
Legacy Lens
Gaps exposed. Recommendations.
Points to chase.
We gamify building and protecting wealth.
No will. The state decides who gets what.
+12 pts
No living trust. The house goes through probate.
+8 pts
No guardian named. A judge chooses for your kids.
+5 pts
Underinsured. Two dependents, one income.
+6 pts
Every gap is worth points. That is what brings them back.
Live prototype with sample household data. Point values are illustrative of the LQ™ methodology.
The hook
And the score moves.
Creating a habit loop.
LQ™ Score / 100
→
Will and trust filed.38 to 61
Trust funded, guardian named.61 to 74
Moves out of state.The will is out of date. 74 to 59
Documents rebuilt.Back to 74, and back in the app
The number adjusts as life changes. That is why they come back.
Live prototype with sample household data.
The complete plan
One subscription. Everything a family needs.
The VaultTexas · AES-256 encrypted · updated March 2026
Last Will and Testament
Signed and witnessed
Revocable Living Trust
Created, not yet funded
Financial Power of Attorney
Signed
Medical Power of Attorney
Signed
Deed, 4412 Oak Street
Uploaded
Life insurance policy
Coverage below target
Edit anytimeState-specific
Share with familyShare with your attorney
Documents.Will, trust, powers of attorney. All 50 states.
The Vault.Deeds and policies, encrypted.
Professionals.An attorney, on request.
Starter$29/yr
Complete$49/yr
Unlimited$99/yr
Documents are self-directed and attorney reviewed. Legacy Buddy is not a law firm and does not provide legal advice. Unlimited free updates on every plan; the score itself stays free.
The marketplace
And when they want a professional,
they choose one here.
Professionals near youAustin, Texas · matched to your open items
SC
Sarah Chen, CFPMeridian Wealth
Connect
MO
Marcus Okafor, JDOkafor Estate Law
Connect
RP
Rita PatelPatel Insurance
Connect
You chose Marcus. Your details are released only now.
No harassing phone calls.Nobody calls until the family says yes.
No data sold across the internet.Their record is never bought, scraped or resold.
Full control.They browse, they filter, they pick, and they can stop at any point.
Live prototype. Professionals shown are illustrative. Ordering is by neutral criteria such as geography, licensure and availability. Identity and contact details release only on household authorization.
Built for professionals
A better way to reach clients.
Verified, and with intent.
Sarah Chen, Meridian WealthAustin, Texas · Professional seat · $500K+ investable filter
In your market0
Match your criteria0
Asked for help0
38
Austin, TX · $612K net worth
No will, no trust, two dependents, asked for help
Connect
44
Round Rock, TX · $840K net worth
Trust unfunded, business owner
Connect
29
Austin, TX · $1.4M net worth
Inheritance expected, no plan in place
Connect
They discover.Firms browse their own market.
Families choose.Nothing moves without consent.
Core$999/mo
Professional$1,999/mo
Premium$3,999/mo
Live prototype. Households are anonymized until the family accepts. Pricing in active testing; Enterprise above $4,999. Tiers differentiate data depth, never ranking, recommendation or success-based compensation.
Inside the household dashboard
A modern way to create
client relationships.
Alex · LQ 38 · Austin, TXHi Marcus. Two kids, no will, and my score says 38. Where do I start?
Marcus Okafor, JDHi Alex. The guardian designation first, then the trust. I can already see the house is titled in your name.
AlexMy 401(k) still lists my estate as beneficiary too.
Marcus Okafor, JDEasy fix, and worth four points on your score. Let us start there.
What a lead costs today
Bought oncecold, and already spent
Sharedsold to four others
$25 to $680every single one
Or revenue shareforever, on every client
What we sell instead
A subscriptionflat, monthly
Unlimited householdsno cost to accept
The family chose younot a purchased name
Zero revenue shareever
Live prototype with sample conversation. Per-lead pricing per published third-party reporting on prior marketplace models. Chat is retained and exportable for firm books and records requirements.
Market
$3B+ initial market.
A $96.5M near-term beachhead.
Consumers · $49 average a year
TAM46.9M middle-affluent US households$2.3B
SAM5M unadvised, $500K+ investable$245M
SOM500,000 subscribers$24M
Financial advisers · $24,000 average a year
TAM32,500 US advisory firms$780M
SAM10,000 that already buy client acquisition$240M
SOM3,000 firms$72M
Combined serviceable obtainable market$96.5M
Cerulli Associates, middle-affluent household count. IAA and Comply 2026 Snapshot: 16,544 SEC-registered adviser firms plus roughly 16,000 state-registered per NASAA. Averages, not tier prices. Estate-law practices, approximately 204,000 in the US per IBISWorld 2026, are a separate market with separate pricing and are excluded from every figure above.
Competition and moat
Others solve pieces. We own the front door.
Alternatives
Wealth.comadvisor infrastructure
Trust & Will, LegalZoomdocuments
SmartAsset, Zoebought leads
Generic AIno household graph
Legacy Buddy
Score and Lensswitching costs
Plaid and private AIverified data
Two-sidedboth sides pay
Front doorwe go first
SOC 2 readyAudit underway
Bank-level encryptionAES-256 and TLS
Flat fees onlyNever tied to AUM
Consumer directedLicensed professionals
Wealth.com Series B announcement, April 2026. Trust & Will funding per Crunchbase. Securities counsel is reviewing the marketplace structure before professional revenue scales.
Team
Operators, attorneys and data engineers.
Jay Correia
Founder, Product
Built the LQ™ Score, the consumer funnel and the brand.
34,000 households in 80 days at $1.19 each.
Betsy Todd
Co-Founder, Board
Attorney with thirty years of operating experience.
Leads governance and the C-corporation conversion.
Abijith C.
Chief Technology Officer
Previously Equifax, where consumer scoring and regulated data are the discipline.
Built the LQ engine, data model and security.
Charlie Pascal
Corporate Counsel
Startup formation, financing and equity documentation.
Advises the board on corporate structure.
Counsel: Charlie Pascal, corporate. Darin Mangum, securities. Jin Ji, Sheehan & Phinney. Outside counsel advise the company and are not members of management. Household and acquisition figures are Legacy Buddy internal platform data, June to August 2026.
The raise
$1.0M to breakeven in twelve months.
$1.0M SAFE15% discount
100%founder funded
$3.9M ARRmonth 12, breakeven
$7.5M ARRmonth 24
40%Consumer acquisition
18%Product and platform
16%Sales pods
26%Team and infrastructure
Year-one operating spend mix, funded by the raise plus revenue. Three sales pods hired months 1, 7 and 13. Management launch model; professional conversion, CAC and retention are unvalidated. Not an offer to sell securities.
How big this gets
We become the front door to wealth.
Upstream intent, routed downstream.
The asset
Permissioned, first-party household data.
Given by the family on purpose, verified at the source, and owned by nobody else. It cannot be bought, scraped or rebuilt after the fact.Own itOur own data API
A structured, queryable household record that partners license rather than assemble.
Move itConsented to third-party AI
The household authorizes what leaves. Models receive verified structure, not scraped guesses.
Extend itBanking and real estate
The cash position, the deed and the titling are already here. The next industries route through the same permission.
Credit Karma$7.1B for the credit front door
Zillowowns what a home is worth
Rocket Mortgageowns how a mortgage begins
Millions of householdsis what turns a front door into a multi-billion outcome
Forward-looking statement reflecting management ambition, not a forecast or committed roadmap. Any future data or partnership product would be opt-in, disclosed and governed by consumer consent and applicable privacy law. Credit Karma, Zillow and Rocket Mortgage are referenced as category examples only; no affiliation is implied.
Legacy Buddy
Alex · Austin, Texas
LQ™ Score / 100
Protected
Improve my score
Build. Grow.
Pass it on.
Take four minutes. Get your own LQ™ Score.
Free, no card, and you will see exactly what we see.
For informational purposes only. Not an offer to sell or a solicitation of an offer to buy securities. Legacy Buddy · Franklin, Tennessee.