Dandelion is an AI-native legacy planning platform that helps families build a living Family Playbook combining legal documents, practical household details, and personal keepsakes in one secure, shareable place. Guided by its AI companion Dandie, users create state-specific Wills, Powers of Attorney, and Healthcare Directives through text or browser conversations, with automatic gap detection and life-change check-ins. The platform is currently available in California, Colorado, New York, and Washington.
Funding
Funding not disclosed
Founders
Product
Problem
Most families lack an estate plan that is complete, current, and communicated, leaving loved ones to settle an average estate with over three months of full-time work and roughly $15,000 in costs while grieving. Traditional estate planning is paperwork-heavy, difficult to keep updated, and often leaves families unable to find or understand what they need in an emergency.
Solution
Dandelion provides an AI-native legacy planning platform with an AI companion, Dandie, that guides users through creating and maintaining a Family Playbook. The Playbook consolidates attorney-designed, state-specific legal documents, practical household information, and personal keepsakes in one living, digital plan. Dandie gathers what users already know, identifies gaps in their plan, and acts on findings either by creating documents or connecting users to estate attorneys when needed. Plans are kept current through proactive life-change check-ins alerting users to update their documents as family situations evolve.
Target Audience
Dandelion serves families across generations, including parents, couples, single individuals, military families, and adult children planning for aging parents, particularly those who have not started estate planning or need to update outdated plans.
Features
- AI-companion Dandie accessible via web browser or SMS text messaging for conversational guidance
- Attorney-designed, state-specific legal documents including Wills, Financial Powers of Attorney, and Advance Healthcare Directives built on state law
- Family Playbook organizing three areas: legal paperwork, practical operational details, and personal keepsakes like messages and voice notes
- Emergency Keyholder system with secure sharing controls, access alerts, and unlimited keyholders per plan
- Gap detection engine that flags missing documents, unnamed guardians, or family details not covered in the plan
- Bank-level encryption on all user data