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
Download your complimentary roadmap
Your full 20-page roadmap is complimentary for the first 100 reports. It covers 20 readiness sub-areas — each with your score, a specific finding, and a recommended action with a timeline. Designed to be shared with your lawyer, accountant, or family office.
Optionally add a private 15-minute Loom review from Jex for S$100. Jex will record a personalised walkthrough of your gaps and deliver it to your email within 48 hours.