The Plan Is Signed.
Now Make It Hold.
Families pay attorneys to draft careful estate plans, then the accounts drift away from them. World Trade Forever Legacy is being built to close that gap: one platform that keeps a household's assets, titling and beneficiaries in line with its plan, working alongside the licensed professionals who draft, advise and serve.
Trusts that are signed but never funded
A revocable trust only controls the assets titled into it. Brokerage accounts, bank accounts and property that never get retitled can still end up in probate, the outcome the trust was meant to avoid.
Beneficiary designations that contradict the plan
Retirement accounts, life insurance and transfer-on-death registrations pass by their own beneficiary forms, not by the will. One outdated form can quietly override years of planning.
Plans that are never revisited
Marriages, births, moves between states, new businesses and large changes in net worth all change what a plan should say. Most families do not find out their documents are stale until someone needs them.
Families who can't find anything
Successor trustees and agents under a power of attorney often start with no inventory, no account list and no idea who the advisers are. The first weeks after a death or incapacity are spent searching.
Two layers with a clear line between them. The platform organizes, tracks and alerts. Everything that requires a license is done by an independent licensed professional.
- ›Guided family and asset intake
- ›Household asset map across every account and sleeve
- ›Trust-funding tracker: what is in the trust and what is not
- ›Beneficiary consistency checks across accounts
- ›Secure vault for executed documents and successor instructions
- ›Life-event review prompts
- ›Estate attorneys: wills, trusts, powers of attorney, legal advice
- ›Registered investment advisers: managing trust and household assets
- ›Insurance professionals: life insurance and estate liquidity
- ›Trust companies and licensed fiduciaries: serving as trustee
Legacy sits on the same unified account.
World Trade Forever is designed to bring a household's sleeves (traditional securities, alternatives and on-chain assets) into one account with one report. Legacy adds the question that matters most over a lifetime: where does all of it go next, and is everything titled and designated the way the plan says?
household.plan revocable trust ├─ sleeve: securities titled to trust ✓ ├─ sleeve: alts titled to trust ✓ ├─ sleeve: on-chain not in trust ! ├─ ira beneficiary set ✓ └─ life policy beneficiary stale ! illustrative only
Firms that draft and execute estate plans and want clients who arrive organized, and plans that stay funded and current after signing.
Advisers who manage trust and family assets and want them to sit inside the same unified account structure as the rest of the household.
Licensed producers who help families plan for estate liquidity and income replacement as part of a coordinated plan.
Corporate trustees and licensed fiduciaries who serve when a family member cannot or should not, and who benefit from a complete, current record.
Help shape it from the start.
We are starting in Arizona and talking with estate attorneys, advisers, insurance professionals and fiduciaries about how the platform and their practice fit together. If that is you, we would like to hear from you.