PLATFORM · LEGACY

Succession plans, roles, and continuity records in one living system.

Succession plans, roles, and continuity records in one living system.

Succession plans, roles, and continuity records in one living system.

Legacy is for modelling succession plans across testators, executors, beneficiaries, entities, trusts, and multi-jurisdiction records.

Legacy is for modelling succession plans across testators, executors, beneficiaries, entities, trusts, and multi-jurisdiction records.

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ROLE MODEL

Map who gives, who executes, and who receives.

Map who gives, who executes, and who receives.

01

Testator

Record the person whose wishes, estate intentions, and succession instructions anchor the plan.

02

Executor

Assign operational responsibility, documents, permissions, and timelines to the people who must act.

03

Beneficiary

Track who may receive interests, when conditions apply, and how benefits connect to entities or trusts.

MULTI-JURISDICTION

Succession plans that stay connected across borders.

Succession plans that stay connected across borders.

Legacy connects succession records to entities, trusts, family members, advisers, and jurisdictional context. Keep execution logic beside ownership data instead of separate letters, spreadsheets, and PDFs.

Legacy connects succession records to entities, trusts, family members, advisers, and jurisdictional context. Keep execution logic beside ownership data instead of separate letters, spreadsheets, and PDFs.

Map testator instructions to entities and trusts

Assign executor permissions and review access

Connect beneficiaries to conditional interests

Track multi-jurisdiction records and updates

Build a succession layer that operators can actually use.

Build a succession layer that operators can actually use.

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