Dandelion
Dandelion is an AI-native legacy planning platform that helps families create and maintain a complete estate plan through its AI companion, Dandie. The platform combines attorney-designed, state-specific legal documents with a Family Playbook that organizes practical household information and personal keepsakes in one living digital plan. Dandie guides users through the process via web browser or SMS text messaging, identifies gaps in their plan, and proactively checks in on life changes to keep documents current.
- Legal Technology
- AI Agents
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
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adult children planning for aging parents, particularly those who have not started estate planning or need to update outdated plans.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 at any time
- Attorney-designed, state-specific legal documents including Wills, Financial Powers of Attorney, and Advance Healthcare Directives built on state law and powered by Estately
- 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, multi-factor logins, and role-based permissions on all user data
- Co-owner functionality allowing partners to build a household plan together