Privacy-first by design.
Lieu & Legacy is built around what we do not store. We are a metadata-first continuity workspace, not a document repository.
No Raw Document Uploads
We never receive or store your actual estate, business, or financial documents.
No Password Storage
We do not store passwords, credentials, or access keys. Credentials stay in your custody.
No Credential Vault
Lieu & Legacy is not a password manager or credential vault. We do not manage secrets.
No Bank Connections Required
Financial account details remain private. We do not connect to banks or financial institutions.
Metadata-First Architecture
We track what exists, where it is located, who manages it, and what should happen next — without storing the actual content.
Exportable, Not Locked In
Your continuity roadmap is always exportable. You control access to your archive at all times.
What we mean by metadata-first
We help you record the existence, location, owner, advisor, and next step for important estate items — not the private document contents themselves.
What not to upload
- —Wills or trust documents
- —Passwords
- —Bank credentials
- —Social Security / SIN numbers
- —Raw legal files
- —Full financial account numbers
What to map instead
- Where the document is located
- Who manages it
- Who should be contacted
- What role each advisor plays
- What should happen next
- Whether the item is complete or missing
Designed for clear coordination, not secret storage.
Your roadmap should help family, executors, trustees, and advisors understand the right next step without exposing sensitive files.
Important disclaimer
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, financial, or legal decisions.