Estate Planning app
reddit / selfhosted

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eagle101 · 2023-12-21 21:37

Hey Everyone-

Is there a selfhosted app that allows me to enter all my entities,
trust information, etc and then view the organization chart and other
important information in a glance? For business reasons, we have 10+
entities with many different owners, managers, members and so on and
it gets very blurry that's why it would be perfect if somehow I could
input all of this in a app then the app would produce some kind of
high-level overview when needed?

Please let me know. Much appreciated!

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eagle101 · 2023-12-22 06:47

Please…any one?

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cribbageSTARSHIP · 2023-12-23 03:36

Have t you looked into a project manager like leantime?

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eagle101 · 2023-12-23 04:42

I have not. Do you think this app will allow me to insert all entities
and see a glance/overview of them? Thanks

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olejazz · 2023-12-23 18:32

You probably need a kind of hierarchical system to do this. From the
top of my head, you could use a family tree app even though not
strictly a family tree. :)
A web-based one I use called (Webtrees)[https://webtrees.net/] could
do this.

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eagle101 · 2023-12-23 21:40

Good point. What about something like draw.io self hosted?

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olejazz · 2023-12-23 22:14

You'd have to try it out. I have not used draw.io

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eagle101 · 2023-12-23 22:29

Do you use webtrees strictly for its original purpose or you use it
for other things as well? I just want to know how flexible it is.

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olejazz · 2023-12-24 19:31

Original purpose. I also use it with a plugin that enables a good
chart of [descendants](https://github.com/magicsunday/webtrees-
descendants-chart).