Need-to-know map · 25 nodes · 6 external scopes
Scoped visibility.
Every asset, vehicle, will, and trust on one canvas. Dotted boxes mark what each external agency can see. You see all of it. Each professional sees only their fence.
Who sees what
Each fence is one professional's scope. Overlaps are shared visibility — both see the node, neither sees the other's draft.
US-Law Plus
Engaged · attorney
Malta passports (KYC) · marriage cert · 585 · BVI HoldCo · CA LLC · all 4 wills
BY&S CPAs
Active · US tax
ITINs · marriage cert · §871(d) · Form 5472 · Wilbur rent · 585 · Dan personal MS account
五矿信托 · Minmetals
Active · trustee
Trust 1000 · Trust 1500 · Chenwen Trust 1000 · insurance policies (Taikang ×2 + Pramerica)
Morgan Stanley
Active · wealth mgmt
Westworld · MS-0984 · Insignia LP · Growth Corp distribution · Dan MS-0920 personal
Muscat Azzopardi
Compliance · Malta agent
Malta passports · Malta cert · Malta lease · MCDIP 5-yr compliance
CN estate atty
Pending · to engage
Arbour · Rockbund · nominee stakes · 北海日善 · CN wills · 必留份 · 居住权
Principal only
What no agency sees
Family details, citizenship strategy, health records, ex-spouse history, custody arrangements, heir preferences, decision-log overrides, plan strategy, scenario-3 contingencies. The dark box on the left is the lone principal-only zone — everything inside it stays with you and the software.
family tree
health records
ex-wife history
custody
heir preferences
strategy overrides
decision log
scenario 3 plan