Project directory · v1

Three workstreams, one product.

A working library: the demo of what Legacy might become, the concept studies that inform its data model, and the user research that pressure-tests both. All three run in parallel and feed each other.

Workstreams: 3 Demo pages: 13 Concept studies: 2 User studies: 4
01 · DEMO
Product mockup
What Legacy looks like when built — the principal's office, the typed graph, the professional roles, the rules engine. Conceptual but coherent.
13 PAGES
02 · CONCEPT STUDIES
Data-structure inquiries
External patterns — LinkedIn, Wikipedia, typed graphs — examined for what they teach about how Legacy should model people, relationships, and assets.
2 PAGES · MORE COMING
03 · USER STUDIES
Synthetic-persona research
Sixteen souls on disk. Fourteen cold-discovery interviews. A six-phase protocol. The pain matrix that came out of Phase 01. And — honestly — how the interview is actually conducted under the hood.
4 ARTEFACTS · PHASE 02+ TBD
01 · DEMO

Product mockup

Thirteen conceptual pages of what Legacy could look like end-state. Some are explanatory, some illustrative, some structural. None are shipping software.

01.01 · HERO
Product overview
"The principal's office, in software." Vision pitch with hero, capability grid, and the how-it-works flow. The page someone reads first.
overview.html→
01.02
Briefing
Project context and framing — who this is for, what it is not, why now.
briefing.html→
01.03
Recommendation
How decisions surface in the product — the recommendation layer between the principal and the professionals.
recommendation.html→
01.04
Structure
Information architecture — how the product organises what the principal sees and what gets buried.
structure.html→
01.05
Data model
Internal data model — the typed graph of people, accounts, assets, decisions, and the relationships among them.
data-structure.html→
01.06
Architecture
System architecture — how the hub connects principal, professionals, and external systems without becoming the bottleneck.
architecture.html→
01.07
Scopes
Scopes of access — what each professional sees, what stays principal-only, and where the seams are.
scopes.html→
01.08
Professionals
The roles that surround the principal — lawyer, CPA, wealth manager, trustee — and how the product addresses each.
professionals.html→
01.09
Rules
Constraints engine — how the product enforces consistency across documents, beneficiaries, and time.
rules.html→
01.10
Scenarios
What-if simulations — how the principal's plan plays out under death, divorce, sale, and other forks.
simulation.html→
01.11
Validation
How the product checks its own work — and which classes of error it cannot catch without a human.
validation.html→
01.12
Upgrade path
Tiers and progression — how a customer moves from a will to a trust to an integrated multi-jurisdictional plan.
upgrades.html→
01.13
Critique
Honest critique of the approach — what could fail, what's overclaimed, where the hand-waving lives.
critique.html→
02 · CONCEPT STUDIES

Data-structure inquiries

Studies of external systems — LinkedIn, Wikipedia, typed graphs — examined for the patterns Legacy should borrow, adapt, or refuse. Each study is a teaching artefact, not a product claim.

02.01
LinkedIn as a graph
What LinkedIn's professional graph teaches about modelling people and relationships — and what it gets wrong that estate planning cannot.
linkedin.html→
02.02
Typed graphs
A design exploration of typed-graph data structures — edges that mean things, not just connections, and why that matters for estate primitives.
typed-graph.html→
02.03 · COMING
Wikipedia as a fact graph
A planned study — how Wikipedia's structured-data layer (Wikidata) handles entities, claims, and provenance, and what to borrow.
tbd
03 · USER STUDIES

Synthetic-persona research

A virtual-interviewee instrument: twelve souls on disk, each with their own profile and journal, talked to in a six-phase research protocol. Sharpens hypotheses, surfaces objections, and rehearses interviews before they happen with real humans.

03.01 · CAST
The twelve souls
Fourteen virtual interviewees + two virtual cofounders, including four remarried-family households (Sterns, Chen-Marchettis, Pierces, Lin-Marshalls). Each with a profile (their soul) and a journal (their memory). Diverse on age, wealth, geography, family complexity, and worldview.
interviewees.html→
03.02 · METHOD
The six-phase protocol
How I'd interview the cast to gauge demand: cold discovery → pitch pressure-test → wireframe walkthrough → focus groups → objection harvest → cofounder council.
interview-protocol.html→
03.03 · PHASE 01 REPORT
Cold discovery pain matrix
Phase 01 complete. Fourteen cold-discovery interviews. Four categories scored 14/14. Click any row to read its transcript and founder notes.
sessions/…/pain-matrix.html→
03.04 · METHOD · UNDER THE HOOD
How the interview is conducted
An honest accounting of the mechanism that produces the personas, the interviews, the transcripts. What persists, what's generated, why specific bugs emerge, and three options to harden the architecture for Phase 02.
methodology.html→
03.05 · COMING
Phase 02 — pitch pressure-test
A planned report — same fourteen households, standardised 30-second pitch, watching where each persona leans in and where each checks out. Segment-fault-line mapping.
tbd
03.06 · COMING
Phase 03 — wireframe walkthrough
A planned report — mock the onboarding flow, walk each persona through it, capture mental-model collisions.
tbd
03.07 · COMING
Phase 04 — focus groups
A planned report — three focus groups by segment fault-line. Cold round + hot round. Where they argue is where the segmentation lives.
tbd