Strategy · IP Architecture™ · App Development · Investor Raising
Legacy Buddy committed to redefining how families approach generational wealth. Result: a full-service platform built from zero to launch-ready in twelve months.
Client
Legacy Buddy
Scope
Full brand and platform build
Engagement
Architecture to launch
Timeline
Twelve months to launch
Before ANAABI, Legacy Buddy was a conviction without a container. No brand. No platform. No investor infrastructure. The idea was sound. Estate planning and generational wealth matter to every family. The execution had nowhere to stand.
The category itself was the harder problem. Estate planning is trusted, but it reads as cold, clinical, and built for a previous generation. Modernizing it without losing that trust is a narrow path. We had to make something families would actually open, not avoid, while meeting the standards a regulated financial product demands.
We treated Legacy Buddy as a single architecture, not a sequence of deliverables. Strategy, identity, product, and infrastructure moved as one.
Four proprietary systems. Built to be owned, defended, and carried into every future release.
Generational wealth scoring and visualization.
Document determination and state-compliant generation.
Secure customer-professional review bridge.
The unifying UX layer.
July 2026 web platform launch target met.
Complete investor document suite (10+ documents).
Seed raise infrastructure built.
SOC 2-ready architecture designed.
Full brand identity system developed.
Five-year financial model and cap table complete.