Map, Model, and Manage Your Legacy
This is our key differentiator. WMCockpit is the first platform to digitally map and connect your clients' legal and estate plans to their underlying assets. A will is just a document. A trust is just a file. Their value is in how they connect to the family and the assets they govern. We bring these static documents to life.
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Move Beyond Static Diagrams
Stop managing multi-million/billion dollar legacies with a PDF diagram and a spreadsheet. Our platform allows you to create a dynamic, visual map of the entire family ecosystem.
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Legal Entity Mapping
Visually connect holding companies, trusts, and foundations to specific assets and individuals. See at a glance who owns what, and how.
Revenue Mapping
Visually connect the revenue distribution of specific assets to individuals. See at a glance who earns what, and how.
Document Linkage
Securely attach wills, trust deeds, and partnership agreements directly to the relevant entities. The document is no longer in a file cabinet; it's part of the living map.
Dynamic Family Trees
Multiple generations, spouses, and beneficiaries. Map who owns what asset/liability through what vehicle seamlessly.
Answer Your Clients' Most Complex Questions
What are the tax implications of a new trust in Singapore?
What are my tax exposures if I marry a US national?
How does a change in residency affect our succession plan?
What is the liquidity outlook for the family if a family member passes away?
