Legacy Management Group (comprising Legacy Tax Corporation, Legacy Administrative Scrivener Corporation, Legacy Inc., etc., Representative: Daisuke Amano, Location: Chuo-ku, Tokyo) announced the release of new features for its AI will draft creation support app, "AI YUIGONWell-B," on June 30, 2026.

This update aims to lower the psychological and operational hurdles for users in creating their will draft PDFs. New features include "Leave Your Thoughts," allowing users to record messages for family and loved ones; an AI chat flow with selectable options for easy draft creation; a tutorial for first-time users; and a function to attach PDF documents for consultation with the AI.

These additions are designed to alleviate user anxieties and burdens, such as "I don't know where to start," "I'm hesitant to input information about assets and heirs right away," or "I want to consult based on existing wills or documents," thereby providing an experience that allows users to take the first step towards creating a will more naturally.

Development Background

While creating a will is a crucial procedure related to inheritance and asset distribution, it is a topic that presents a high psychological barrier for many.

Especially for those creating a will for the first time, it can be unclear "what to write," "who should receive what," or "what information is needed," leading to many users abandoning the process midway.

AI YUIGONWell-B has previously supported the creation of will drafts through dialogue with AI. This update enhances the UI/UX and functionality to enable users to proceed with creating their will drafts more smoothly, with less confusion, greater ease, and by valuing their own thoughts.

About AI YUIGONWell-B:

https://legacy.ne.jp/en/ai-will-well-b/

Main New Features Released This Time

This update primarily adds and improves the following four features:

"Leave Your Thoughts" function: Allows users to record thoughts and words they wish to convey to family and loved ones.

The recorded content can be used as a memo for considering the supplementary clauses of the will.

Simplified draft creation flow with selectable options in AI chat

This enables users to proceed to create a draft PDF in approximately 1 minute by simply inputting and selecting minimal information such as thoughts, heirs, and distribution details.

Tutorial function for first-time users

Guides users through the main functions of the AI chat screen and home screen using 8 pop-up messages.

Chat PDF transmission support for "Mirai Anshin Plan" (paid plan) members

Allows users to consult with the AI by attaching PDFs of existing wills, real estate documents, insurance policies, etc.

1. "Leave Your Thoughts" Function to Leave Thoughts for Loved Ones

The newly added "Leave Your Thoughts" function allows users to record thoughts, words of gratitude, and life records they wish to convey to family and loved ones.

The recorded content can be used as a memo for considering the supplementary clauses of the will. While supplementary clauses do not have legal effect, they are an important element for conveying feelings and background that cannot be fully expressed through asset distribution alone.

2. Simplified Draft Creation Flow with Selectable Options, Proceed to Draft Creation in About 1 Minute

In the traditional process of creating a will draft, users had to input information such as relationship, name, asset type, and amount, which could be burdensome for first-time users.

This update improves the initial AI chat flow, allowing users to choose between two methods: "Create a draft easily" or "Create while consulting in detail."

If "Create a draft easily" is selected, users first input their thoughts and wishes for their family, then select minimal information such as heirs and distribution methods. After that, they can review and send a summary of the input content to proceed with creating the draft PDF.

This allows users who previously found it difficult to reach the draft PDF creation stage to proceed without hesitation. Furthermore, detailed content can be refined step-by-step through subsequent AI chat confirmations.

3. Added Tutorial Function for First-Time Users

A tutorial function has been added for those using AI YUIGONWell-B for the first time.

Pop-up messages will appear on the AI chat screen and home screen, totaling 8, to guide users and prevent confusion.

The AI chat screen will explain how to input concerns, post photos, and use voice input. The home screen will guide users on draft creation via conversation, draft creation via input, daily records, checking created drafts, and storing necessary documents.

This aims to reduce anxiety during initial use and provide an experience that encourages continued use by establishing a clear path to naturally understand the app's main functions.

4. PDF Document Transmission via Chat Available for "Mirai Anshin Plan" Members

As a feature for "Mirai Anshin Plan" members, the ability to attach and send PDFs within the AI chat has been added.

This allows users to attach existing wills, real estate documents, insurance policies, etc., to the AI chat and consult based on their content.

Previously, users had to manually input and explain the content of existing wills and related documents. With PDF attachment support, consultations based on documents become smoother.

The PDF transmission function is available to "Mirai Anshin Plan" members. The supported format is PDF, with a maximum attachment size of 2MB per file.

Attached PDFs are automatically saved in the "Chat Transmission" folder within the data storage function.

This feature enhances the added value for premium members and enables more specific will drafting support based on concrete materials.

Experience Aimed for by AI YUIGONWell-B

AI YUIGONWell-B aims to provide not just the preparation process for formal will creation, but an "experience of organizing one's thoughts and conveying them to family."

This update strengthens the user experience from three perspectives: ease of starting, ease of continuing, and ease of consultation.

The selectable flow allows first-time users to proceed with draft creation without confusion. Additionally, the "Leave Your Thoughts" function allows users to record daily thoughts and messages to family, which can also be used as a memo for considering supplementary clauses of the will. Furthermore, with PDF attachment support, more specific consultations can be made based on existing wills and documents.

Going forward, AI YUIGONWell-B will continue to improve its features to lower the hurdles of will creation, which is often perceived as specialized and difficult, making it more understandable and accessible.

About AI YUIGONWell-B

AI YUIGONWell-B is an app that supports the creation of will drafts through dialogue with AI.

It supports users in organizing their thoughts through dialogue with AI, rather than struggling alone with specialized topics like inheritance and wills, enabling them to take the first step in preparing to create a will.

Service Name

AI YUIGONWell-B

Supported Devices

iOS / Android / Windows / macOS

Download

App Store:

https://apps.apple.com/app/id6743147465

Google Play:

https://play.google.com/store/apps/details?id=jp.digital.will

*This service is a tool that assists in the creation and preparation/organization of will drafts through AI utilization. It does not provide legal suitability judgments or the will itself. Formal procedures such as notarized wills are also necessary to give legal effect. For final confirmation, including the appropriateness of the content, please consult with a professional.

Group Overview

- Legacy Management Group

(Legacy Tax Corporation, Legacy Inc., Legacy Administrative Scrivener Corporation, etc.)

- Location: Tokyo Midtown Yaesu, Yaesu Central Tower 12F, 2-2-1 Yaesu, Chuo-ku, Tokyo

- Representative: Daisuke Amano

- Tax Accountant Registration: Tokyo Certified Public Tax Accountants' Association, Kyobashi Branch, Certified Public Tax Accountant Corporation No. 378

- Business Activities: Inheritance tax returns and tax investigation support, business succession (M&A) / inherited real estate consulting, etc.

- URL: https://legacy.ne.jp/

Related Links

- Details about the digital will app "AI YUIGONWell-B" here:

- Related Press Releases:

- New Features Added to Digital Will App "AI YUIGONWell-B"!

- Web Version of Digital Will App "AI YUIGONWell-B" Now Available

- Digital Will App "AI YUIGONWell-B" Officially Released on August 1st, Turning Speech into Wills

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  • Source: PR TIMES
  • Category: 製品リリース