Full guide/Legacy sharing for heirs
Part 10

Legacy sharing for heirs

Heir invitations, generational roles, and release conditions.

# Part 10 — Legacy sharing for heirs

The **Legacy Portal** at **`/legacy`** is for heirs you've nominated to receive the archive once specific conditions are met (a date, your passing, executor approval). It's separate from the family portal — heirs have their own cookie‑based session.

## 10.1 Setting up the legacy panel

In the dashboard, scroll to the **Legacy & generational sharing** card. It has two columns:

- **Family tree** — a simple SVG with you at the top and each heir below, color‑coded by generation
- **Release rules** — a list of every heir's release rule

Click **✉ Invite heir** to open the heir invitation modal. You'll choose:

- **Email**
- **Generation** — *Child / Grandchild / Executor*
  - *Child*: immediate access to EN/FR deliverables (always unlocked)
  - *Grandchild*: gated by the release rule
  - *Executor*: manages release rules; sees everything
- **Release rule** — one of:
  - **Immediate** — unlocked now
  - **Date** — unlocked after a specific date you pick
  - **Posthumous** — unlocked after you pass (you trigger via a signed link, see below)
  - **Executor approval** — unlocked when the executor approves

The invitation is a single‑use link they click to claim.

## 10.2 Heir experience

When heirs sign in at **`/legacy/login`** (magic‑link, same flow as the portal), they see:

- **`/legacy/family`** — their role and rule for each project
- **`/legacy/projects`** — projects they've been granted access to
- **`/legacy/projects/[id]`** — the project vault (if unlocked) or a lock screen explaining the release rule

Locked projects show a friendly card explaining when and how the lock will lift.

## 10.3 Releasing posthumously or via executor

If a project is set to *Posthumous* or *Executor‑approval*, the release happens via a **signed attestation link** the owner or executor generates from the **Release rules** panel:

- The **owner** clicks **Issue posthumous release** to get a link they share with all grandchildren
- An **executor heir** sees an **Executor controls** card inside the vault page and can **Issue executor release**

Heirs paste the link into the address bar (or click it from email) and their vault unlocks immediately.

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Part 10 — Legacy sharing for heirs | Roots We Planted