Mitzi
Mitzi is a digital platform that facilitates the creation, management, and updating of estate plans, providing essential legal documents like wills and trusts in a secure digital format. It employs technology for personalized guidance and automated reminders to ensure that estate plans remain relevant as users' life circumstances change.
- Industry: Estate & Life Planning
- Location: Brooklyn, New York, United States
- Founded: 2024-01-01
- Total funding: 200000
- Website: https://hellomitzi.com
Product & Features
- Mitzi provides a digital platform for creating, managing, and updating estate plans over time.
- Users take a free quiz to receive a customized Prepare to Plan checklist.
- The platform offers step-by-step education on legal and financial concepts for informed decision-making.
- All important documents are stored securely in a protected digital vault.
- Automated reminders help users keep their estate plans updated with life changes.
- Essential documents, including wills and trusts, are created in plain English and tailored to individual needs.
- Intuitive tools and prompts guide users to avoid common planning roadblocks.
Notable Customers
- Mind Money Balance
Recent News
- 3 questions to ask your parents about their trust (skip #3 and the trust might not actually work) (2026-05)
- Mitzi ft. on the Weddings-ish with Jove Podcast (2026-05)
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Frequently Asked Questions
What is Mitzi?
Mitzi is a digital platform that facilitates the creation, management, and updating of estate plans, providing essential legal documents like wills and trusts in a secure digital format. It employs technology for personalized guidance and automated reminders to ensure that estate plans remain…
What does Mitzi do?
Mitzi provides a digital platform for creating, managing, and updating estate plans over time. Users take a free quiz to receive a customized Prepare to Plan checklist. The platform offers step-by-step education on legal and financial concepts for informed decision-making.
Who are Mitzi's customers?
Mitzi's customers include Mind Money Balance.
What category does Mitzi fall under?
Mitzi is a legal technology company in the Estate & Life Planning category.
Where is Mitzi based?
Mitzi is based in Brooklyn, New York, United States.
When was Mitzi founded?
Mitzi was founded in 2024.