Self-hosted, encrypted personal data vault for estate planning — store finances, legal docs, insurance, and final wishes with dead man's switch and beneficiary access

Personal finance engine built for AI agents. Verified IRS reference data + deterministic financial calculations — tax, retirement, estate planning, Monte Carlo simulations. Fully offline, ~1ms.

Home Assistant add-on that turns your device registry into a documented inventory — serial numbers, photos, warranties, firmware. Built for insurance documentation, estate planning, and rental property management. One-click HA import, MQTT Discovery, Excel/PDF export with insurance preset. 5 languages. Free + Pro.

华人理财SKILL｜Claude Skill for Chinese-American & overseas Chinese investors｜2026 tax numbers｜Education only, not investment advice

Your personal-finance AI team for GitHub Copilot CLI — 20 specialist agents (budget, tax, investing, retirement, debt, credit, health & Medicare, P&C, life & disability, estate, purchases, education/529, net worth, self-employed, life events, real estate, behavioral, expat, financial literacy, FIRE). Zero deps, analysis-only, private by default.

The autonomous family office for LATAM — AI-powered budgeting + wealth tracking with multi-provider sync (Belvo · Plaid · Bitso · Zapper · Zillow), ESG crypto insights, Monte Carlo retirement modeling, and Life Beat estate planning. Also the billing engine for the MADFAM ecosystem (Stripe MX · SPEI · Conekta · Paddle).

The document nobody wants to write, but everyone's family needs. A comprehensive end-of-life checklist template.

Just In Case — Digital Legacy Vault & Dead Man's Switch. Protect your passwords, crypto wallets, and digital legacy with military-grade AES-256 encryption and a 5-level fail-safe system.

Public reference data for tax, estate planning, and financial calculation rates.

Forbes Kirby Will Drafting Workflow Prototype - AI-powered estate planning platform demonstration

VEVACI - LLQP Licensed Agent & Insurance Strategist

Legacy Protection Agent is an AI-powered legacy planning system, built with OpenAI GPT-4 and Next.js. It generates personalized will drafts, risk assessments, and legal guidance for 19 countries across Spain and Latin America. Features full bilingual support, automated PDF reports, and email delivery—democratizing access to legal planning.

Secure digital estate planning and wealth transfer platform — document vault, AI estate assistant, and beneficiary management

Inheritor - public domain tools

Rocket Lawyer — DIY legal docs + attorneys

Open-source digital will and estate platform for New Zealand — RealMe verified identity (SAML 2.0), Wills Act 2007 compliant, built with Go + Next.js + PostgreSQL.

VEVACI - LLQP Licensed Agent & Insurance Strategist

Digital estate planning platform (LegacyVault consumer + HeirTrace B2B + Registry)

LegalZoom — business formation + legal docs platform (NASDAQ: LZ)