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Architecture Overview

Your Trusted Planner (YTP) is an estate planning portal built on modern serverless architecture. This section provides technical documentation for developers and stakeholders.

Documentation Levels

We use the C4 Model to document architecture at different levels of abstraction:

LevelAudiencePurpose
ContextEveryoneShows the system, users, and external dependencies
ContainerTechnical stakeholdersShows the high-level technical building blocks
ComponentDevelopersShows internal structure of containers

Key Documents

C4 Architecture Diagrams

Visual diagrams at Context, Container, and Component levels showing:

  • System users (Attorneys, Clients, Administrators)
  • External integrations (PandaDoc, LawPay, Google Calendar, OpenAI)
  • Infrastructure (Cloudflare Workers, D1, R2, KV, Queues)
  • API module structure and data flows

Entity Relationship Diagram

Complete database schema documentation showing:

  • 25+ database tables
  • Relationships and foreign keys
  • Field types and constraints
  • Logical groupings (Users, Matters, Documents, Journeys, etc.)

DOCX Processing Architecture

Technical deep-dive into document processing:

  • Queue-based async processing
  • Content extraction pipeline
  • Variable detection in templates

Technology Stack

LayerTechnology
FrontendNuxt 4, Vue 3, Tailwind CSS
BackendNitro, TypeScript, H3
DatabaseCloudflare D1 (SQLite), Drizzle ORM
StorageCloudflare R2
CacheCloudflare KV
QueuesCloudflare Queues
HostingCloudflare Workers

External Integrations

ServicePurpose
PandaDocE-signatures, document templates, notarization
LawPayLegal payment processing, trust accounting
Google CalendarAttorney calendar sync, appointment scheduling
OpenAIAI-powered client assistance

Domains

The application is deployed to:

  • app.businessandlegacy.com
  • app.trustandlegacy.com

Your Trusted Planner Documentation