How It Works
From diagnostic to action in three steps.
Legacy Navigator turns your answers into a structured, founder-ready roadmap — not a generic checklist.
Step 01
Answer 15 calibrated questions
The diagnostic covers the four domains that matter most for Singaporean business owners: Business Succession, Liquidity, Distribution, and Structure. Each question uses a 1–5 Likert scale, and your answers are stored confidentially against your email.
- Shareholder Agreements, successor development, valuation, and buy-sell funding
- Operating reserves, personal liquidity, key-person insurance, and estate liquidity
- Will currency, CPF nominations, LPA, and beneficiary alignment
- Holding structures, trust arrangements, cross-border tax, and family governance
Step 02
See your scores and critical gaps
After the assessment, you receive an overall readiness score and a category breakdown. Any score below 40% is flagged as a Critical Gap, with a plain-English explanation of the exposure and why it matters for your family and business.
The teaser page shows your scores blurred preview of the detailed recommendations. This lets you see exactly where you stand before deciding to unlock the full roadmap.
Step 03
Unlock your personalised roadmap
Purchase the full roadmap (US$495) and receive a 20-page PDF covering 20 readiness sub-areas. Each section includes your score, a specific finding, and a recommended action with a timeline. The roadmap is designed to be shared with your lawyer, accountant, or family office.
Add the private 15-minute Loom review (US$100) and Jex will record a personalised walkthrough of your gaps, delivered to your email within 48 hours.