FOR CPAS, ATTORNEYS, AND ADVISORS
Arrive with context. Leave with accountable next steps.
Your best clients are the organized ones. This is how a family becomes one.
Every professional serving a complex family pays the same tax: reconstructing the client's situation from fragments before real work can start. ArkLegacy lets a family grant you a scoped, current view of the structure you actually serve, and turns your recommendations into owned, dated items instead of letters that drift.
01 · THE WEIGHT
What this actually feels like from the inside.
Discovery, again, every engagement
The entity chart is stale, the document list is partial, and the first meetings go to reconstruction. The client pays professional rates for archaeology.
Advice that dies in the follow-through
The memo was right and nothing happened: the beneficiary form never got filed, the resolution never got signed. The professional's work was done; the family's work was not tracked.
Coordination across firms is nobody's job
The CPA's move affects counsel's plan affects the advisor's allocation. With no shared picture, coordination happens through the client's inbox, or not at all.
Every firm sees either too much or too little
Families overshare a full statement package or undershare fragments. Neither matches what a scoped professional actually needs to do the work well.
02 · TODAY’S WORKFLOW
Where the pieces live right now.
- 01The client's structurelives in an entity chart from the last engagement, already stale.
- 02Your recommendationslive in letters and memos with no follow-through owner.
- 03The other advisors' workis invisible until it collides with yours.
- 04The documents you needarrive by email, one request at a time.
- 05The engagement historyrestarts every time the family changes a professional.
None of these pieces is wrong on its own. The problem is that the whole picture exists nowhere, so the family or one exhausted person becomes the integration layer.
03 · THE ARKLEGACY OPERATING MODEL
The same record, run for this family’s shape.
01
Scoped access, granted by the family
The family grants each professional a defined slice: the estate attorney sees governing documents and fiduciary records, the CPA sees entities and tax items. Grants are explicit, visible, and revocable.
02
Current structure on arrival
The Family Map and the registers are the living entity chart: ownership, holdings in your lane, documents with their dates. The engagement starts at the real question, not at discovery.
03
Recommendations become owned work
A recommendation enters the family's queue with an owner, a due date, and your name as the reviewing professional. You can see whether the thing you flagged actually happened.
04
Handoffs that keep the context
When the family adds or changes a firm, the record persists: what was done, why, on what evidence. The next professional inherits context instead of a box of PDFs.
ALREADY IN THE PRODUCT · EXPLORE EACH IN THE LIVE DEMO
- Professional seatsScoped advisor access granted and revoked by the family, visibly.OPEN
- Household registryThe structure, people, and instruments you serve, kept current.OPEN
- Decision queueYour recommendations as owned items with due dates and evidence.OPEN
- Document vaultThe instruments and statements in your scope, with their as-of dates.OPEN
- Household reportA reconciled family statement to anchor the working session.OPEN
04 · SITUATION-AWARE AI, SHOWN HONESTLY
What the AI sees in a record like this one.
Illustrative example, computed from the same synthetic family record the live demo runs on. Every claim cites the record behind it; missing information is named instead of guessed; the professional who should review the next step is part of the answer.
THE QUESTION
“What is waiting on a professional in this family's record right now?”
For the estate attorney: the 401(k) beneficiary names the estate where the plan intends the trust; the fix is an open item with a form and a due date. The 2019 power of attorney is flagged for refresh alongside it.
K7LA-4K4For the CPA: the Q2 distribution and estimated-tax transfer is in progress against a July 31 deadline, with the draft calculation attached to the item.
LA-3TX-Q2DISTFor the insurance advisor: the umbrella renewal is an open decision on the filed notice, and the reviewed gap register carries open items on cyber and disability coverage.
LA-1E7IG-CYBERIG-DISABILITY
WHAT THE RECORD DOES NOT KNOW
Engagement scope and fee arrangements live with each firm; the record tracks the work, not the retainer.
WHO SHOULD REVIEW THE NEXT STEP
each item names its own reviewing professional
Honest status: this intelligence is deterministic and computed only from the family’s own record. No external AI provider is active in the current preview, and nothing here is generated by one. Guidance is informational and permission-aware; it is never legal, tax, investment, or insurance advice.
05 · PRIVACY, PERMISSIONS, AND BOUNDARIES
Who sees what, and where the product stops.
- Estate attorneyGoverning documents, fiduciary roles, beneficiary records, and related decisions.
- CPA / outsourced CFOEntities, tax items, filings, and the financial records in scope.
- Wealth advisorHoldings, liquidity, and the planning decisions they participate in.
- Insurance advisorPolicies, the reviewed gap register, and renewal decisions.
Access is role-scoped, explicit, and logged; family records are context for the family’s own questions, never training material. ArkLegacy coordinates information and action across the family and its professionals. It does not replace legal, tax, investment, or insurance professionals, and consequential actions stop and wait for a person.
06 · ASKED PLAINLY
Questions this audience actually asks.
- Does this compete with my firm's own tools?
- No. Your workpapers, drafting tools, and portfolio systems stay yours. This is the shared family-side record you read from and write recommendations into, so your work lands in context and gets followed through.
- Who controls what I can see?
- The family does, always. Access is granted by role, visible to the family, and revocable at any time. Every grant and every consequential action is logged.
- Is the AI giving the family legal or tax advice?
- No. The intelligence layer computes informational flags from the family's own records, cites its sources, and routes anything consequential to the named professional. It is built to hand work to you, not to do your work.
- Can I bring this to my clients?
- ArkLegacy is in private preview. Professionals who want to explore it for client families can request access; a person reviews every request and scoped professional seats already exist in the product.
See it before you share anything. Then decide.
The live demo runs entirely on a synthetic family, so you can walk every surface first. Private preview; membership is by invitation and a person reviews every request.