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. ---