Individual family context
Structured Estate Control begins with understanding the individual family context. This includes asking which legal parameters apply and which default outcome would occur without your own arrangements.
“This affects me.”
The 6 perspectives of Structured Estate Control
Clear decisions and optimised solutions only emerge when all perspectives are considered together.
Structured data context
Financial assets, liabilities, and personal and emotional value are captured in a shared structure and brought together into a clear overall picture.
“Only I can assemble the full picture.”
Valued financial context
The captured estate positions are valued financially. This creates the foundation for a fair, realistic, and legally sound distribution of the estate.
“The impact is substantial.”
Scenario planning
Estate planning is extended with follow-on and substitute rules. Today, you can already define who should receive which information when intended heirs or beneficiaries are no longer available.
“This cannot be meaningfully captured on paper alone.”
Optimised distribution
Based on the legal starting position, the financial valuation, and personal goals, available planning levers can be used to actively shape the future distribution of the estate.
“Even after death, there are rules — but they still allow design choices.”
Information distribution
Finally, access is structured, secured, and tied to conditions — so the right information reaches the right people at the right time without manual intervention.
“My estate is under control.”
There are approaches that cover individual elements of Structured Estate Control — but central pieces are missing,
exist only in isolation, or rely on manual effort.
Hardly any system treats the estate case as its primary focus.
Overview of existing approaches:
Individual family context
Not available
Individual family context is the foundation for almost every estate planning question. Yet there are virtually no estate planning software solutions that capture family relationships, matrimonial property regimes, existing arrangements, and other influencing factors in a structured way and use them as a starting point for further planning and decision-making.
Structured data context
Fragmented
Estate components are mostly managed across separate systems, documents, and information sources.
Solutions exist that allow central capture of estate information. However, a complete, connected overall picture often does not emerge.
As a result, a central and complete overall view is missing — the view required for transparency, valuation, and later design decisions.
Valued financial context
Fragmented
Without a complete overall view of the estate, a reliable financial valuation is hardly possible.
Assets and liabilities are often considered in isolation, without making their effects on the estate as a whole visible.
Optimised distribution
Fragmented / analogue
Optimising estate distribution today happens mainly within individual advisory work. Possible design options are usually developed manually, based on the information available in the conversation. Family, data, and financial context can already reveal important room for manoeuvre in advance and make preparing for an advisory meeting considerably easier.
Scenario planning
Not available
Estate planning often ends with a single target distribution. By contrast, who takes the place of an intended heir or beneficiary when they are no longer available is rarely planned in a structured way. Especially when several interdependent people are involved, this can create considerable uncertainty.
Information distribution
Fragmented / analogue
Existing digital solutions increasingly make it possible to represent estate cases and the transfer of information. However, they are mostly limited to individual systems or information areas and are rarely interconnected. Analogue information is also often overlooked — so end-to-end, complete information distribution is not achieved.
That is why we developed a system that, for the first time, unites every element of Structured Estate Control in one integrated solution — and sets a new standard. DigitalerNachlass.App is planned to launch in October 2026.