Module 02 · Optimization

Legacy Alpha

An optimization engine for tax, fee and structural alpha most estate plans never notice.

Module 02 · Optimization

Inside Legacy Alpha

Designed for the moment you will need it most — not the moment it was bought.

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Tax alphaStep-up timing, harvesting, gifting cadence and entity structure.
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Fee strippingDetects overlapping advisors, dormant fees and zombie subscriptions.
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Insurance alphaSurfaces under-utilized, mis-priced and orphaned policies.
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Entity hygieneLLC, trust and partnership structures kept clean across jurisdictions.
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Legacy LockAI-guarded restriction on transactions that would damage future tax position.

Legacy Alpha — Quarterly scan

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Found wealth: $94,200 this quarterStep-up timing on Lakeview + fee stripping on Northwood

Legacy Lock alertDo not sell NVDA — holding saves $12k in future taxes

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Zombie subscription removedAdobe Creative billed twice — corrected

A real moment

Margaret W.Family Principal

Across four quarterly Legacy Alpha scans, the W. household reclaimed $142,500 — none of it visible to their previous advisors.

Before Legacy SageSuspected, never quantified

→

After Legacy Sage$142.5k surfaced and captured

Legacy AlphaLiving LedgerSentinel

A private 30-minute walkthrough. No deck. Just the platform, the Heartbeat, and the questions you have been quietly carrying.