Estate continuity is what turns planning documents into a usable roadmap.
A will tells you who inherits. A trust tells you who manages. Estate continuity tells your family what exists, where it is, who to call, and what to do next.
Planning documents are not enough.
Most estate plans sit in a lawyer's office or a home safe. Families and advisors waste precious time searching for documents, contacts, and instructions exactly when clarity matters most. Estate continuity plugs that gap.
A private continuity archive.
Record what exists, where it is located, who manages it, and what should happen next. Export a structured roadmap for your family and advisors — without uploading a single document.
Four steps to estate clarity.
Map
Add companies, properties, trusts, policies, advisors, and document locations.
Identify
See what is missing, outdated, or unclear across your estate structure.
Assign
Add next-step guidance for successors without exposing sensitive files.
Export
Create a continuity roadmap your family or advisors can follow.
Privacy-first by design
No document uploads. No password storage. No bank connections. Just metadata-first estate organization.
Common questions
What is estate continuity?
Estate continuity is the practice of organizing what exists, where it is located, who manages it, and what should happen next — so successors have a usable roadmap when they need it.
How is this different from estate planning?
Estate planning creates legal documents. Estate continuity organizes the operational layer: document locations, advisor contacts, insurance policies, and emergency instructions.
Do I need to upload documents?
No. Lieu & Legacy is metadata-first. You record what exists and where it is located — without uploading sensitive files.
Who is this for?
Business owners, real estate investors, family offices, advisors, and anyone with complex assets across multiple entities or jurisdictions.
Start building your estate continuity archive.
Private, structured, and always under your control.