CASE STUDY · ESTATE PLANNING & FAMILY GOVERNANCE
OurLifeCore: built to outlive a generation.
Families accumulate assets, values, and intentions — but rarely the structure to carry them forward. OurLifeCore turns a family's values, rules, wealth, and records into something documented, governed, and built to outlive its founders.
- Client
- Jeremy Huggins, OurLifeCore
- Industry
- Estate planning & family governance
- Live at
- ourlifecore.com
- Built by
- Coder Crew
140+
API endpoints
60+
Row-level security policies
7
Document types from one engine
8
Core modules
Family wealth outlives its paperwork — not its founders.
Decisions have no framework
Family decisions happen ad hoc, in phone calls and holiday arguments, with no documented way to decide, amend, or record anything.
Values die undocumented
What the family stands for exists only in the founder's head. There's nothing written to hand to the next generation.
Estate work is scattered across professionals
The attorney holds one version, the advisor another, the family a third. Nobody collaborates on the same living picture.
Records live everywhere and nowhere
Deeds, trusts, and policies sit in drawers and inboxes. At the moment they're needed most, nobody can find or safely share them.
Formalizing anything is bespoke legal work
Every constitution, trust document, or attorney packet is expensive professional drafting — so most families never formalize at all.
Governance as software, legacy as documents.
Before
Ad-hoc decisions
After
A family governance suite. A family council, decision-making framework, leadership succession, and conflict resolution — plus house rules, amendments, annual reviews, and a family bank with loan management, run as structured workflows.
Before
Undocumented values
After
A constitution the family drafts together. A guided journey from Preamble to Signatures with AI drafting and voice input — plus the Legacy Compass, extracting relationships and values into a living visualization with a family crest that regenerates in real time.
Before
Scattered professionals
After
Advisors inside the platform. An advisor and guide portal with client assignment, progress visibility, and permissioned collaboration — plus single sign-on into EstateGuru for deeper planning.
Before
Records everywhere
After
A secure vault. Signed-URL storage with category organization and 2FA-protected downloads — and every generated document archives there automatically.
Before
Bespoke legal drafting
After
An AI document engine. Gemini drafts, refines, and brands seven document types — from constitutions to attorney packets — ready for professional review.
From family conversation to legal-grade document.
The platform's spine is a document engine: it turns guided family input into branded, exportable, professionally reviewable documents — and files them safely, every time.
Guided intake
Section-by-section prompts and reflections, typed or voice-recorded, auto-saved
AI drafts and refines
Gemini 2.5 Flash via OpenRouter: per-section drafts to word targets, a chosen tone, and refine-and-polish on any field
Branded export
PDF, DOCX, SVG, and PNG, carrying the family's crest and theme
Auto-archived to the vault
Signed-URL storage, 2FA-protected downloads — nothing generated ever floats loose
Guided intake
Section-by-section prompts and reflections, typed or voice-recorded, auto-saved
AI drafts and refines
Gemini 2.5 Flash via OpenRouter: per-section drafts to word targets, a chosen tone, and refine-and-polish on any field
Branded export
PDF, DOCX, SVG, and PNG, carrying the family's crest and theme
Auto-archived to the vault
Signed-URL storage, 2FA-protected downloads — nothing generated ever floats loose
The same engine produces all seven document types — constitutions, trust documents, meeting minutes, annual reviews, promissory notes, attorney packets, and governance reports. Access to each capability is entitlement-gated: subscription tiers map to features in real time, with grace periods, upgrades, and promo codes handled automatically.
Eight modules, sealed per family.
40+ relational tables guarded by 60+ row-level security policies, ownership-based access patterns, and an advisor-to-client relationship model — with CSRF protection, CSP, HSTS, and rate limiting layered on top. Every family's data is sealed.
Family constitution builder
Guided sections, AI refine-and-polish, live preview, PDF/DOCX export
Family legacy compass
Relationships and values visualized, with a crest that regenerates in real time
Trust & estate planning
Trust workflows, beneficiary management, change-request approvals
Family governance suite
Council, decision framework, succession, conflict resolution, family bank
Secure document vault
Signed-URL storage, categories, search, 2FA-protected downloads
Advisor & guide portal
Client assignment, progress visibility, permissioned collaboration
Authentication & multi-role access
Four roles, entitlements, single-device sessions, TOTP 2FA
Administrative platform
Users, entitlements, pricing, QR campaigns, analytics, refunds
In the product.
A family office, delivered as software.
Governance runs as workflows — council, rules, amendments, family bank
Values are documented and exportable — no longer tribal memory
Every generated document auto-archives to the 2FA-protected vault
Advisors collaborate on permissioned views, with single sign-on into EstateGuru
Subscription tiers gate features through a synchronized entitlement service
How it's built.
| Frontend | Next.js 15 · React 19 · TypeScript · Tailwind CSS · shadcn/ui |
| Backend | Next.js App Router APIs · Prisma ORM · PostgreSQL (Supabase) |
| Authentication | Supabase Auth · Google OAuth · JWT · TOTP 2FA |
| AI | Gemini 2.5 Flash via OpenRouter, with fallback model routing |
| Payments | Whop membership platform with tiered entitlement sync |
| Storage & caching | Supabase Storage (signed URLs) · Redis / Vercel KV |
| Deployment | Vercel serverless |
Why Coder Crew.
Estate and governance software has to earn trust: multi-tenant isolation, entitlements, document integrity, and AI — delivered as one accountable build.
“Before OurLifeCore, so much of a family's plan lived in conversations, scattered documents, or one person's head. Now families can work through those decisions step by step, keep everything in one secure place, and involve their advisors without losing sight of the bigger picture.”
— Jeremy Huggins, OurLifeCore
Run a business on records that live everywhere and nowhere?
We start the same place every time: understand first, then build. The audit is one week, one fixed price, credited toward the work.