LegacySuite
Estate Planning Platform
Platform for non-profits and financial advisors to manage estate planning. Features custom white-label dashboards, Stripe subscription billing, and robust role-based access control.
The Challenge
Non-profit organizations and financial advisors needed a modern digital platform to help clients manage estate planning. The solution had to support multiple organizations with their own branding while maintaining a single codebase, plus handle complex subscription billing and multi-level user permissions.
The Solution
Built a white-label SaaS platform where each organization gets a fully branded dashboard. Implemented the frontend with both Angular (legacy) and Next.js (new modules), backed by NestJS APIs. Integrated Stripe for flexible subscription billing with multiple plans and trial periods. Built a granular role-based access control system supporting admin, advisor, and client roles with organization-level isolation.
Key Features
White-label dashboards with custom branding per organization
Stripe subscription billing with multiple plans and trial periods
Role-based access control (admin, advisor, client)
Organization-level data isolation and multi-tenancy
Estate planning document management and sharing
Automated email notifications and reminders
Results & Impact
The platform is used by multiple non-profit organizations and financial advisors to manage estate planning for their clients. The white-label approach reduced per-organization setup time from weeks to hours.
Technology Stack
Technologies I Used
Next.js
4 years of experience
Next.js is my primary framework for building production-grade web applications. Over 4 years of experience using Next.js across 12+ projects, I have d...
NestJS
3 years of experience
NestJS brings enterprise-level structure to my backend work. Over 3 years I have relied on its modular, TypeScript-first architecture — decorators, de...
TypeScript
4 years of experience
TypeScript is integral to every project I build. Across 4 years I have used it on every layer of the stack — React and Next.js frontends, NestJS and N...
PostgreSQL
2 years of experience
Relational data integrity matters — which is why PostgreSQL backs the majority of my production work. I design normalised schemas, write complex queri...
AWS
2 years of experience
Every production application I ship lands on AWS. Across 2 years of hands-on cloud work, I manage infrastructure spanning EC2 compute instances, S3 st...
Docker
2 years of experience
Containerisation is a non-negotiable in my deployment workflow. I write multi-stage Dockerfiles to minimise image sizes, orchestrate local development...
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