Create a private estate continuity roadmap your family can actually follow.
Organize companies, properties, trusts, advisors, and emergency instructions in one secure metadata-only workspace — without uploading private documents, passwords, or financial files.
No raw documents, passwords, bank credentials, or legal files are uploaded or stored.
4 entities mapped
7 properties organized
3 trusts documented
6 contacts verified
Export instructions ready
Emergency steps drafted
Your data stays under your control.
Your continuity workspace.
- Companies
- Properties
- Trusts
- Advisors
- Emergency instructions
- Exportable roadmap
| Category | Status | Actions |
|---|---|---|
| Corporate Entities | Complete | |
| Real Estate Holdings | Complete | |
| Trust & Estate Docs | In Progress | |
| Advisor Directory | Complete | |
| Insurance Records | Needs Review | |
| Digital Asset Instructions | Not Started |
Your private estate continuity workspace.
Company Registry
Track corporations, partnerships, operating companies, holding companies, and key contacts across jurisdictions.
Property Map
Record properties, ownership notes, insurance, mortgage contacts, managers, and document locations.
Trust & Estate Index
Log where wills, trusts, POAs, shareholder agreements, and insurance policies are stored.
Advisor Directory
Keep lawyers, accountants, financial advisors, insurance brokers, and executors organized.
Emergency Instructions
Leave clear next-step guidance for successors without exposing sensitive files.
Exportable Roadmap
Generate a continuity roadmap your family or advisors can follow — no raw file exposure.
Without a roadmap, families are left guessing.
Without Lieu & Legacy
- Important details scattered across folders, inboxes, and conversations
- Family members unsure who to contact first
- Advisors, trustees, and executors working from incomplete information
- Property, company, and trust details difficult to locate
- Emergency instructions unclear or undocumented
With Lieu & Legacy
- A private continuity roadmap organized by asset, advisor, and instruction
- Clear contact map for family, executors, trustees, and advisors
- Company, property, trust, and insurance details mapped in one workspace
- Metadata-first structure without uploading raw documents or passwords
- Exportable roadmap your family can use when it matters
You may already have the documents. Your family still needs the roadmap.
I already have a will or trust.
A will or trust outlines legal instructions. Lieu & Legacy maps the practical side — where assets are held, who manages them, and what your family should do first.
My lawyer has the documents.
Your lawyer holds legal documents. Your family may not know which lawyer to call, what they oversee, or how to reach them under pressure.
My spouse or family knows enough.
Knowing enough without a roadmap creates risk when multiple properties, companies, advisors, and accounts are involved. Clarity matters most to the people who may need to step in.
We already have a binder.
A binder is a good start. A private continuity workspace keeps your roadmap current, organized, and accessible to the right people without storing sensitive documents.
Clarity when your family needs it most.
Avoid confusion during emergencies
When something happens, your family knows exactly where to look and who to contact.
Help heirs know who to contact
Attorneys, accountants, trustees, and advisors are listed in one directory — no searching through inboxes.
Keep advisors, trustees, and executors aligned
Everyone who needs context gets the right information without accessing sensitive files.
Organize assets without uploading private documents
Track what exists, where it is located, and who manages it — not the files themselves.
Create a roadmap before it becomes urgent
A clear continuity roadmap turns panic into a process when time is critical.
Map who should be contacted first.
Executor
The person who will carry out your estate instructions.
Estate attorney
Legal counsel who holds or manages your estate documents.
Accountant
Tax and financial professional familiar with your entities.
Financial advisor
Investment and wealth advisor managing your portfolio.
Trustee
Trust manager responsible for administering your trusts.
Key family contact
The family member others should reach first in an emergency.
Store contact metadata and instructions — not passwords, bank credentials, or raw legal files.
Not a document vault. Not a password manager. A continuity roadmap.
Document Vaults
Store your actual estate, business, and financial files. Lieu & Legacy does not require or store your raw documents.
Password Managers
Store credentials and secrets. Lieu & Legacy is not a password or credential vault.
Lieu & Legacy
Maps what exists, where it is, who manages it, and what should happen next — without storing sensitive content.
Four steps to estate clarity.
Map the Assets
Add companies, properties, trusts, policies, advisors, and document locations to your continuity archive.
Identify the Gaps
See what is missing, outdated, or unclear across your estate structure.
Assign Instructions
Add next-step guidance for family, executors, and advisors — without exposing sensitive files.
Export the Roadmap
Create a continuity roadmap your successors can follow when they need it most.
Built around what not to upload.
Lieu & Legacy is designed for metadata-first continuity planning. Instead of storing sensitive documents, it records what exists, where it is located, who manages it, and what should happen next.
No Raw Document Uploads
We never receive or store your actual files.
No Password Storage
Credentials stay in your custody, always.
No Credential Vault
We don't manage secrets or access keys.
No Balances Required
Financial account data remains private.
Metadata-First Records
We track what exists, where it is, who manages it.
Exportable Roadmap
Generate a continuity plan without exposing content.
Built for estates that are too important to leave scattered.
Simple, transparent pricing
Start free. Upgrade when your archive grows.
Free
Try before you commit. See how metadata-first estate organization works.
- —Advisor Registry (3 contacts)
- —Read-only archive view
Family
Most PopularProperties, advisors, and family continuity — marked Most Popular.
- —Advisor Registry (unlimited)
- —Real Estate Ledger
- —Personal asset modules
- —PDF Export
- —Archive Health dashboard
Business Owner
Companies, properties, trusts, and succession planning.
- —Everything in Family
- —Corporate Entity Archive
- —Trust & Foundation modules
- —72-Hour Emergency Playbook
- —Multi-user access
Legacy Office
Family offices and advisor-assisted continuity planning.
- —Everything in Business Owner
- —Bulk entity onboarding
- —Dedicated support
- —Custom integrations
- —White-label options
Payments are processed securely by Stripe. Lieu & Legacy does not store card details, sensitive estate documents, passwords, bank credentials, or legal files.
Lieu & Legacy is an organizational workspace and does not provide legal, tax, financial, investment, or estate planning advice. Always consult qualified advisors.
Questions about estate continuity.
Is Lieu & Legacy legal advice?
No. Lieu & Legacy is an organizational workspace and does not provide legal, tax, financial, investment, or estate planning advice. Always consult qualified advisors before making estate, tax, or legal decisions.
Do I upload estate documents?
No. Lieu & Legacy is metadata-first and does not require raw document uploads. You track what exists, where it is located, and who manages it — not the files themselves.
Do you store passwords or bank credentials?
No. Lieu & Legacy is not a password manager or credential vault. Credentials and financial account details stay in your custody.
Who is it for?
Families, business owners, real estate investors, executors, successors, and advisors who need a clear continuity roadmap for the people who may need to step in.
Can I export my roadmap?
Yes. Your continuity roadmap is always exportable so your family and advisors can use it when they need it most.
Start with clarity before it becomes urgent.
Create a private continuity archive your family, executor, and advisors can understand.
No raw documents, passwords, bank credentials, or legal files are uploaded or stored.