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:

Level	Audience	Purpose
Context	Everyone	Shows the system, users, and external dependencies
Container	Technical stakeholders	Shows the high-level technical building blocks
Component	Developers	Shows 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

Layer	Technology
Frontend	Nuxt 4, Vue 3, Tailwind CSS
Backend	Nitro, TypeScript, H3
Database	Cloudflare D1 (SQLite), Drizzle ORM
Storage	Cloudflare R2
Cache	Cloudflare KV
Queues	Cloudflare Queues
Hosting	Cloudflare Workers

External Integrations

Service	Purpose
PandaDoc	E-signatures, document templates, notarization
LawPay	Legal payment processing, trust accounting
Google Calendar	Attorney calendar sync, appointment scheduling
OpenAI	AI-powered client assistance

Domains

The application is deployed to:

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