Planning Tree

How Relationships Shape Your Legacy

The Planning Tree is the heart of Rempla — a living visualization of your family, your plans, and the people who matter most. Every connection tells a story.

Overview
Person-to-Person Relationships

Relationships are defined between two people, not just from you to everyone. This mirrors how families actually work — and the system is smart enough to connect the dots.

Robert has Linda as Wife
Robert has David as Son
David has Olivia as Daughter
Computed: Olivia is David’s Daughter, David is Robert’s Son — therefore Olivia is Robert’s Granddaughter.
How It Works
Direct vs. Computed

Two ways to define relationships. Direct always wins when both exist.

Direct

You Define It

You explicitly tell the system how someone relates to you. “Karen is my Daughter.” Simple, clear, and always takes precedence.

Computed

The System Figures It Out

You define that Olivia is David’s Daughter, and David is your Son. The system walks the chain and determines Olivia is your Granddaughter — no extra input needed.

Flexibility

Build Your Tree Your Way

Work top-down (define each relationship to you), bottom-up (define parent-child links and let the system compute), or mix both. Add a grandchild without parents. Add a son-in-law with a custom label. The system adapts.

Relationship Types
Family & Extended Network

Standard types cover most families. Custom labels handle everything else.

Family — Shown in the Tree
TypeGenerationNotes
Wife / HusbandSame levelConnected with diamond union indicator
Son / Daughter+1Direct children
Grandson / Granddaughter+2Children of children
Father / Mother−1Parents
Grandfather / Grandmother−2Grandparents
Brother / SisterSame levelSiblings
Extended Network — Below the Tree
TypeNotes
FriendNon-family connections
ColleagueProfessional connections
CustomUser-defined labels (e.g., “Son-in-law”, “Godchild”)
Tree Display
How the Tree Looks

A visual family tree with clear hierarchy, connector lines, and spouse indicators.

              [You ◆ Spouse]
            ┌────────┴────────┐
            │                  │
         [Son]           [Daughter ◆ Son-in-law]
          ┌──┴──┐              │
          │     │           [Grandson]
      [Grandson] [Granddaughter]

  ───── EXTENDED PLANNING NETWORK ─────
  [Friend]    [Colleague]
    
You at the TopAccount holder appears at the top of the tree in the default ascending view.
Diamond UnionsSpouses are connected with a diamond indicator. Lines to children originate from the diamond.
Centered ParentsEach parent is centered above their children. The tree expands to accommodate.
Orthogonal LinesConnector lines are strictly vertical and horizontal — never diagonal.
SortableToggle between ascending (you at top) and descending (youngest first). Extended network always at bottom.
Spouse AttachmentThe spouse who married into the family is visually attached — they share their partner’s position.
Under the Hood
Data Model

Five entities power the Planning Tree.

Person
Any individual in the system, whether or not they have an account.
Relationship
A directional link between two Persons with a type (Wife, Son, Friend, etc.).
RelationshipType
Defines the nature and generational level of a connection.
RemembrancePlanRole
Functional role: GiftRecipient, PlanProtector, or DigitalLegacyBeneficiary.
EstateDesignation
Legal role: Executor, Trustee, TrustBeneficiary, BequestRecipient, or Fiduciary.
How the Tree is Built
Load all relationships from the account holder to their members
Load inter-member relationships (parent-child and spouse links)
Discover additional members reachable through parent-child chains
Compute relationship labels for chain-discovered members (direct labels take precedence)
Resolve parent-child and spouse connections for tree line drawing
Load plan roles and estate designations for visual styling
Calculate tree positions and render with connector lines