Succession Planning

Plan your family legacy

Succession isn't just about inheritance — it's about securing the future of your family’s values, leadership, and assets. The Succession Planning module in Reluna helps families proactively prepare for generational transitions with clarity and confidence.

Through this module, you can define successors, outline future roles, and simulate transition scenarios for leadership and ownership. Whether it’s about passing down a family business, allocating assets, or planning for unforeseen events, this tool helps build a roadmap that protects both structure and legacy.

It also includes tools to assess your family's succession readiness, coordinate with advisors, and document every aspect of the plan in a structured and legally sound format. By turning an emotional, complex topic into a transparent, collaborative process, Reluna helps families approach succession with intention — not just reaction.