My Catholic Will set out to revolutionize the estate planning process for Catholics by creating a secure, guided digital platform aligned with faith-based values. The vision was to make will creation simple, affordable, and accessible—while also increasing charitable giving.
The result was an intuitive platform that enables users to complete a legally valid will in just 15 minutes. It integrates prompts for charitable donations, streamlines workflows, and offers a faith-aligned experience without the need for multiple attorney meetings.
The Challenge
Traditional estate planning is often seen as complex, expensive, and time-consuming. Many people delay the process, leading to missed opportunities for charitable giving and uncertainty for families.
The Solution
Valere partnered with My Catholic Will to design and develop a seamless, faith-based digital solution. The platform guides users through will creation, ensures legal compliance, and integrates charitable giving opportunities directly into the process. Scalability features also enabled the launch of a non-denominational version, My Legacy Will, to reach a broader audience.
KPIs & Metrics
- 42% of users include charitable donations in their wills (vs. national average of 7%)
- 90% of users complete their wills the same day they begin
- $275M raised in charitable gifts since launch
- Nearly 200 charity partners onboarded
- Expanded to a broader market with My Legacy Will
Impact
The platform not only simplifies estate planning but also creates a powerful channel for charitable giving, significantly surpassing national averages and delivering lasting impact for both users and nonprofit organizations.
