Legacy Organization Services for Families & Business Owners
Lieu & Legacy offers a range of services designed to help families and business owners organize important information, capture personal history, and create clear continuity plans for loved ones. Each service area addresses a distinct aspect of legacy organization, and they work together to form a complete picture for your family.
Executor & Continuity Planning
The executor of your estate faces a complex and emotionally demanding responsibility. They must locate and manage assets, work with attorneys and accountants, handle creditor notifications, file tax returns, distribute property, and navigate legal procedures — all while grieving. Most executors have never performed these tasks before, and the guidance they receive is often incomplete or scattered across multiple documents and conversations.
Our executor and continuity planning service provides a structured framework for documenting everything your executor needs to know: the location of your will and trust documents, a complete inventory of financial accounts and insurance policies, contact information for your professional advisors, instructions for handling specific assets, digital account information, and a clear timeline of key actions your executor will need to take. We guide you through each section with specific prompts so nothing critical is overlooked.
This service is designed for anyone who has named an executor or plans to. Whether your estate is simple or complex, the clarity you provide today will reduce stress, prevent mistakes, and save your executor countless hours of investigation. Your executor will have a single, organized reference document that answers the questions they will have — before they even think to ask them.
Business Owner Continuity
Business owners carry a dual responsibility: providing for their family and ensuring the continuity of the business they built. Without a clear continuity plan, the sudden absence of an owner can destabilize operations, put employees at risk, erode customer confidence, and destroy years of hard work. Yet many business owners delay this planning because it feels complex, uncomfortable, or because they assume their partners or family members will figure it out.
Our business owner continuity service addresses the unique challenges of documenting a business transition. We help you map entity structures and ownership agreements, document operational access and key vendor relationships, outline succession scenarios, record the roles and responsibilities of key team members, and provide clear instructions for trustees, partners, or family members who may need to step in. The goal is to ensure that your business can continue operating — or be transitioned smoothly — according to your wishes.
This service is particularly valuable for sole proprietors, LLC owners, partnership stakeholders, and anyone whose family depends on business income. It also serves as a critical reference for your attorney and financial advisor, giving them the operational context they need to structure your estate plan effectively. Your business continuity record works alongside your legal documents to provide the complete picture that successors and advisors need.
Family Memory & Legacy Projects
The stories that define your family — how your grandparents met, the traditions that shaped your childhood, the values that guide your decisions, the lessons you have learned from a lifetime of experience — are at risk of being lost. These stories live in memories and conversations, not in documents. When the people who carry them are gone, the stories go too. Our family memory and legacy projects service provides a structured, guided approach to capturing this irreplaceable family history.
We provide curated prompts organized by life stage and theme: childhood and family origins, relationships and milestones, career and purpose, values and life lessons, hopes for future generations. Each prompt is designed to unlock specific memories and encourage thoughtful reflection. You can work through them alone, with a family member, or as a group project across generations. The result is a rich, multi-generational record that preserves not just facts and dates, but the personality, wisdom, and heart of your family.
This service also supports legacy letter writing, memory book compilation, family recipe preservation, and documentation of family traditions and cultural heritage. It is ideal for anyone who wants their children and grandchildren to know who they were beyond the surface — their values, their struggles, their triumphs, and the love that shaped their lives. Unlike a social media feed or a photo album, a legacy project provides context, meaning, and permanence.
Custom Advisor Packages
Law firms, financial advisory firms, family offices, and estate planning professionals increasingly recognize that their clients need more than legal documents and investment strategies — they need a complete, organized picture of their personal and financial lives. Custom advisor packages are designed for professionals who want to offer legacy organization capabilities as part of their client services, enhancing their value proposition and deepening client relationships.
We provide white-label options that allow you to offer Lieu & Legacy under your own brand, bulk onboarding for client portfolios, dedicated support for your firm and your clients, integration guidance for your existing workflow and technology stack, and customized templates that reflect your firm's specific planning approach. Our platform complements your professional services by helping clients organize the information you need to serve them effectively and ensuring that your work is accessible to their families.
Whether you are a solo practitioner looking to differentiate your practice, a multi-advisor firm seeking to standardize client information gathering, or a family office managing complex multi-generational planning, we can tailor a package that fits your workflow. Contact us to discuss your firm's needs, and we will provide a proposal and pricing structure that aligns with your practice.
How to get started
Getting started with any of our services is straightforward. Create an account to explore the platform and begin with the service area that matters most to you. Each service includes guided prompts and a structured workflow that walks you through the process step by step. You can work on one service or combine multiple services to create a comprehensive legacy record.
If you are unsure which service fits your needs, we recommend starting with our executor and continuity planning service, which provides the broadest foundation for organizing your information. From there, you can expand into business continuity, family memory projects, or both. For professional advisors interested in custom packages, please reach out through our contact page and our team will follow up to discuss your requirements.
Frequently asked questions
Do I need to have a completed estate plan to use your services?
No. Our services are designed to complement any stage of your estate or legacy planning journey. Whether you have a complete estate plan, a partial plan, or are just beginning to think about organizing your information, we provide the structure to document what you have and identify gaps you may want to discuss with your attorney or advisor. Our executor and continuity planning service is particularly valuable for anyone who wants to ensure their family has clear guidance regardless of the current state of their formal estate plan.
Are your services a substitute for hiring an attorney or financial advisor?
Absolutely not. Lieu & Legacy is a personal organization platform, not a licensed professional service. We do not provide legal advice, tax advice, financial advice, or any other professional guidance. Our services help you organize information, document your wishes, and create a clear record for your family. We strongly recommend working with qualified attorneys, accountants, and financial advisors for your legal and financial planning needs. Our services complement their work by ensuring the information they help you create is organized and accessible to your family.
How long does it take to complete an executor continuity plan?
The timeline depends on the complexity of your situation and how much information you have readily available. Many individuals complete their core executor plan over several sessions spanning a few weeks. Our guided prompts break the process into manageable sections so you can make progress in as little as fifteen minutes at a time. The most efficient approach is to gather your key documents and account information before starting, then work through each section methodically.
Can I work on my legacy plan with a family member or advisor?
Yes. Our family sharing features allow you to grant access to trusted individuals who can view or help contribute to your record. Some families work through legacy projects together, with multiple members contributing stories and memories. Advisors can be granted access to relevant sections to help ensure accuracy. You maintain full control over who sees what at all times.
What types of information should I prepare for the executor planning service?
We recommend gathering: a list of financial accounts and institutions, insurance policy information, property deeds and titles, information about existing estate planning documents and their locations, contact information for your attorney, accountant, and financial advisor, digital account information, and any existing notes about your wishes. You do not need to upload these documents to our platform — our service focuses on recording where each item is located and how to access it.
Is business owner continuity different from personal executor planning?
Yes, in several important ways. Business continuity planning addresses entity structures, ownership agreements, key person dependencies, operational access (bank accounts, systems, vendors), succession plans, and the transition of management responsibilities. While personal executor planning focuses on household and family information, business continuity planning adds the complexity of maintaining operations, preserving value, and managing the transition of business interests. Our business owner continuity service is designed specifically for these additional layers.
Can you help with digital assets and online accounts?
Our services include guidance on documenting digital assets and online accounts, including email accounts, social media, subscription services, cloud storage, domain names, and other digital properties. You can record login locations and instructions for each account without storing passwords directly on our platform. We recommend using a dedicated password manager for actual credentials and noting its location in your legacy record.
How do custom advisor packages work?
Custom advisor packages are designed for law firms, financial advisory firms, family offices, and other professionals who want to offer legacy organization capabilities to their clients. We provide white-label options, bulk onboarding, dedicated support, and integration guidance. These packages are tailored to each firm's workflow and client needs. Contact us to discuss your specific requirements.
What if I only need help with one service area?
Each service area is available independently. You are not required to purchase a bundled package if only one area is relevant to your situation. That said, many users find that the service areas complement each other — for example, executor planning naturally pairs with family memory projects to provide both practical and personal context for loved ones. Review each service description and choose the areas that match your priorities.
How do I get started with a service?
You can begin by creating an account and exploring the platform. For guided services like executor planning and business continuity, we recommend starting with our structured onboarding process that helps you identify your priorities and sets a comfortable pace. For family memory and legacy projects, you can begin with a single story prompt. For custom advisor packages, reach out to our team through the contact page to schedule a discussion about your firm's needs.
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Start Your Legacy PlanDisclaimer: Lieu & Legacy is a personal organization tool and does not provide legal, estate, tax, financial, medical, or end-of-life advice. Read full disclaimer.