Neptune Data / Applications / Entity & Succession Mapper

The structure chart, from the documents themselves.

Estate and succession work starts with a picture someone has to draw. The mapper reconstructs it from the organizational documents: every entity and trust, who owns what percentage, each entity's role — and what actually happens on death, disability or exit.

Request a demo

Practice tier · Field-specific Applications tuned to a field of law. Today's examples come from banking, commercial real estate and estate planning — your field's set is scoped with you. About the tiers →

What it reads

The whole drawer

Operating agreements & bylaws

Governance, ownership and transfer restrictions as documented.

Trust instruments

Trustees, beneficiaries and the interests each trust holds.

Buy-sell agreements & wills

The succession mechanics that decide what happens when someone leaves the picture.

What it produces

A chart with receipts

The entity chart — entities and trusts top-down, each with kind, jurisdiction, role, and owners with their percentages.
Per-entity succession — what the documents provide on death, disability, exit or transfer, entity by entity, cited to the instrument.
The succession plan — the overall mechanics as an ordered sequence a client can actually follow.
Gaps and conflicts flagged — ambiguities, contradictions between documents and missing instruments surface as graded flags with cites.

Map a structure you drew by hand.

The comparison is the demo.

Request a demo