not approved
Using Cardano for Legal Inheritance Compliance! - GenWealth
Current Project Status
Unfunded
Amount
Received
₳0
Amount
Requested
₳121,505
Percentage
Received
0.00%
Solution

Create an Inheritance Compliance Solution, that makes it easier to comply with law when leveraging blockchain Inheritance Technology. Allows Professionals to use it to manage assets for Inheritance.

Problem

We can leverage blockchain to manage Inheritance and Estate Management, however current technology doesn’t facilitate compliance with inheritance law which limits usage for users and professionals.

Impact Alignment
Feasibility
Value for money

Team

2 members

Using Cardano for Legal Inheritance Compliance! - GenWealth

Please describe your proposed solution

We are building GenWealth, a Crypto Recovery and Inheritance solution on Cardano that allows users to safely manage their assets, all on-chain, with self-custody and total control, and without requiring any intermediaries. With GenWealth, you can create rules to recover your own crypto, and you can also define rules for your family to recover your crypto after you're gone**,** defining the specific beneficiaries and the share of your crypto you will leave them.

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GenWealth is necessary and useful for Cardano users, but also extremely necessary in the real world by will executors and estate managers, as it:

  • provides clarity on who owns the assets,
  • facilitates the process of locating assets,
  • reduces the cost and the time required to transfer assets (which can currently take years),
  • makes it easier to ensure the correct distribution of assets,
  • removes the need for trust in the process of respecting the will of the diseased,

Additionally, executors and estate managers can save a lot of time and money, create a better experience for their clients, and become far more productive.

However, currently, the process of complying with inheritance law in each different country using GenWealth is not easy. It requires time and calculations to work out the correct distribution of assets using the app, reducing the efficiency of using this tool and creating a poor customer experience for these professionals, and even for regular individual users looking to comply with inheritance law.

Leveraging the feedback and conversations with professionals, we aim to develop an Inheritance Compliance Calculator tool, that can be used by Inheritance professionals, but also common users to make it easy to comply with Inheritance Law in any jurisdiction.

This flexible tool will get data from the blockchain, allow users to estimate how much each of the beneficiaries is getting, check if the division of assets complies with legislation in their country, and even allow them to account for things such as taxes by creating subdivisions for taxation purposes.

With this tool, you can simulate how to move your assets across beneficiaries (<u>saving on transaction fees or accounting for other relevant assets outside of crypto</u>) to ensure that your wishes are respected in a legally compliant manner and even account for real-world assets that you own.

This tool is flexible, as the user can and should adapt it to their own jurisdiction and the specific quotas and rates required for compliance in their country.

We are building this tool, basing ourselves on the legal research in terms of inheritance compliance and tax optimization we’ve made in 24 different countries, to ensure it is a flexible tool that is able to adapt to multiple jurisdictions.

Such a tool, represents a huge opportunity, especially when used alongside the GenWealth Dapp, as it takes us closer to having Cardano being used by the real world, more specifically inheritance-related professionals, and access the trillions of dollars in the Inheritance Market all over the world.

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Additionally, this solution will make the process of compliance with inheritance legislation easier for existing Cardano Community members, building trust and widening our potential user-base in Cardano.

Please define the positive impact your project will have on the wider Cardano community

GenWealth provides a needed solution for a problem every blockchain faces, by allowing users to self-custody their assets while having a safe, trustless, and easy way to recover crypto and leave Crypto to their loved ones.

Because GenWealth is self-custodial, the responsibility of complying with regulations is on the user, and while it's possible to comply nowadays it is not easy and requires a lot of manual calculations. This Inheritance Compliance Calculator, connected to the Dapp would make compliance easy and personalized to each user and jurisdiction.

However, what makes us excited about this solution, is that it was requested and is needed by estate managers and will executors to facilitate compliance and to allow using GenWealth in the real world, as a tool to be used by professionals.

Developing this tool will allow us to further conversations with inheritance firms and professionals, to use GenWealth and Cardano to manage estates.

Combining GenWealth, with this Compliance tool and with a simple tool for the Tokenization of Assets, Cardano can gain an advantage in terms of Tokenization and unlock at least part of the assets managed by the Inheritance Industry, more specifically trillions of dollars of wealth as you can see in this graph.

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We are already exploring potential partnerships with RWA Tokenization companies on Cardano, with the goal of facilitating the process of tokenizing assets for these inheritance firms which are incentivized by the advantages this tokenization can bring to their business.

On a more immediate timeframe, it would allow these firms to assist their clients in managing crypto assets and estates for users who prefer to have professionals to assist with compliance.

What is your capability to deliver your project with high levels of trust and accountability? How do you intend to validate if your approach is feasible?

GenWealth has been building on Cardano since October 2023. We have developed smart contracts and proof of concept, and soon we will make our Dapp live on Testnet.

We are a project building openly on Cardano and you can track our progress on our website and on our Twitter (@genwealth.app).

GenWealth is a long-term project we are building with the mission of Solving the Cryptocurrency Inheritance and Recovery problem, in a safe, self-custodial, and decentralized way. We see this funding request, as a crucial opportunity to expand GenWealth to the real world and provide our users with the needed tools to facilitate regulatory compliance. Our goal is to invest this money responsibly to build this tool and in case there are any excess funds, they will be re-invested into the development and growth of this project.

Our CEO has 4 years of experience, successfully managing independent budgets, teams, and KPIs in the web2 Startup world, and has managed funds for other successful proposals in Cardano and Deep Funding, successfully delivering on what has been promised.

For this project, we have our core team of Founders working on the project, and ensuring the functional requirements of the compliance calculator, and we have brought in an experienced developer to help us create the necessary functionality while not diverting resources from building our Dapp.

We will keep everyone updated on our progress, through our website, and socials such as Twitter and Discord, besides the updates we will provide on Catalyst. The tool will also be available on our website for the entire Cardano Community to leverage.

As for validation of the approach, we have identified the need for this solution through conversations and interactions with Inheritance Professionals in Switzerland, the US, Brazil, Portugal, the United Kingdom, and Germany, and we have carried a legal research within 24 countries to ensure flexibility of this tool for compliance over multiple different jurisdictions.

What are the key milestones you need to achieve in order to complete your project successfully?

Milestone 1: - Define functional requirements -&gt; alongside professionals of the Industry across different jurisdictions of the world. Leverage Existing Feedback from previous conversations, approach more professionals, and leverage legal research previously developed.

  • Development Plan and Roadmap -&gt; made public to the Cardano Community. This will allow us to define priorities, account for eventual issues and contingencies, and guide the team towards clear directions and goals.

Acceptance Criteria:

  • <u>PDF with Functional Requirements </u>-&gt; that reflects both the need to calculate inheritance for the current vault and simulations for eventual vaults.
  • PDF with Notes from conversations with legal professionals
  • <u>PDF with Plan and Roadmap for Development</u> -&gt; Timeline and plan for the development of the different features.

Milestone 2: - Backend development of the main functionalities of the Web App -&gt; Create functionalities such as creating beneficiaries, attributing pockets (subsections of the assets you own) to beneficiaries, calculating the share of beneficiaries, and simulations of assets and pockets.

Acceptance Criteria:

  • <u>GitHub Link</u> -&gt; code with the features mentioned above.

Milestone 3: Integration with Dapp, Blockchain, and Price Data -&gt; Develop features to connect with the relevant vault from the Dapp. Connect the Webapp to a Blockchain API to get data regarding vault and tokens. Connect Webapp to a source of price data.

Acceptance Criteria:

  • <u>Demo of Existing Features </u>-&gt; Record video demo, and show integrations working.

Milestone 4: Creation of UI-UX Designs for the WebApp -&gt; Designs to follow in the development of the Front-end.

Creation of the Front-End -&gt; Creation of a user-friendly design and UI-UX for the application.

Acceptance Criteria:

  • <u>Screnshoots of Screens from UI-UX Design </u>

  • <u>Video Demo of the Whole Web App</u> -&gt; Previously mentioned features are accessible through the front-end

  • <u>Link to Web App</u> -&gt; Users can test the Dapp. Users might experience bugs.

Final Milestone: - Internal Testing Sessions with the Team -&gt; Team Members testing Internally

  • Bug Fixing -&gt; Fix bugs found in Internal Testing

  • Testing Sessions with Selected Potential Users of the Solution -&gt; Select potential users and professionals and test the App with them.

  • Bug Fixing and Ui-UX Improvements -&gt; Fix bugs and eventually Improve UI-UX based on user feedback

Acceptance Criteria:

  • PDF link of Bugs Found in Internal Testing

  • PDF link of Bugs and Feedback gathered from Testing Sessions with users.

  • Link to the WebApp, where you can test the fixed functionalities and improved UI-UX based on feedback from testing sessions.

Who is in the project team and what are their roles?

Rafael Cardoso- Co-Founder and CEO of GenWealth

Experience:

  • 6 years of tech startup experience in the Web2 world. Exposure to business-related areas (Business Development, marketing, Strategy, Product, HR)

  • Led teams and projects inside startups, for the last 4 years. Managing independent budgets to achieve KPIs.

  • Previous experience Leading Marketing for Will Easy, an Online Will Creation Platform in the UK.

  • Creator of the Web 3 and Cardano Youtube Channel Decentralized Nation.

  • Core Team Member in Web3 project Deep Funding Academy, a Project Based Learning, onboarding platform for Deep Funding.

  • Events Circle Lead for Deep Funding -&gt; Coordinate all online events and regional Teams.

Ariady Putra - Co-Founder and CTO GenWealth

Experience:

  • Full Stack Cardano Smart Contract Developer -&gt; 2,5 years of experience

  • Creator of Morbid a deadman’s switch smart contract, featured in Awesome-Aiken.

  • Developed the GenWealth Smart Contracts and Dapp.

  • Participated in Cardano Developer courses held by Emurgo and Dapp360.

  • Aiken Technical Consultant at Emurgo

Certifications:

Dmitriy Bondarenko - Developer

Experience:

  • Developer with 7 years of experience -&gt; Stronger focus on Front-end.

  • Experience as a Developer in Web 3 Projects assisted in the development of:

  • Moria Finance - Personal and corporate fund management tool with smart-contract wallets on Ergo blockchain.

  • Lilium - Next-generation smart contract platform to mint and launch NFTs

  • Phoenix - Decentralized degen finance for Alephium &amp; Ergo blockchain.

  • You can check his GitHub Here.

Please provide a cost breakdown of the proposed work and resources

At the time of writing the proposal price of ADA is 0,33$. To be safe we have considered a price of 0,30$ for the budget of this proposal.

Milestone 1 - <u>Define Functional Requirements and Plan Development</u>

  • Consultations and Conversations with Legal Professionals - 10 hours x 100$= 1000$

  • Creation of Document With Functional Requirements - 14 hours x 60$= 840$

  • Development Plan and Roadmap = 12 hours X 80$ = 960$

Total USD = 2800$

Total ADA = 9335 ADA

Milestone 2 - <u>Creation of the Backend Logic.</u>

  • Web Application backend development = 90 hours x 100$= 9000$

Total USD = 9000$

Total Ada = 30 000 ADA

Milestone 3 - <u>Integration with Dapp, Blockchain, and Price Data</u>

  • Integration with Dapp, Blockchain, and Price Data = 25 hours x 150$ = 3750$

Total USD = 3750$

Total ADA = 12500 ADA

Milestone 4 - <u>Creation of the Front-End </u>

  • User Friendly Design = 60 hours x 70$ = 4200$

  • Front-end Development = 120 hours X 80$ = 9600$

Total USD = 13800$

Total ADA = 46 000 ADA

Milestone 5 - <u>Internal Testing</u>

  • Internal Testing Sessions with the Team = 25 hours x 80$ =1200$

  • Bug Fixing = 20 hours x 100$ = 2000$

  • Testing Sessions with Selected Potential Users of the Solution = 30 hours x 80$= 2400$

  • Bug Fixing and UI-UX Improvements = 15 hours x100$= 1500$

Total USD = 7100$

Total ADA = 23 670 ADA

No dependencies

How does the cost of the project represent value for money for the Cardano ecosystem?

This project represents a good value for money because a limited concept investment of only $36,450, will allow us to open the door for inheritance-related professionals and firms, to use GenWealth and the Cardano Blockchain to Manage inheritance-related assets and estates for their clients.

This small investment in this flexible tool, helps us unlock a several Trillion Dollar market all around the world.

This is a crucial tool for users and professionals to easily ensure legal compliance while using this Cardano to manage estates. It is a necessary solution, to open the door to discussions with companies in the inheritance space to use blockchain for estate management, even though we will likely need to facilitate and stimulate the Real World Asset tokenization on Cardano to entice such professionals to adopt GenWalth and Cardano.

We are getting very competitive rates for high-quality developers when compared to rates usually practiced within this Industry. This application will require Cardano blockchain knowledge and experience to connect it to the Dapp and to Blockchain data.

In addition, any eventual surplus from the appreciation of ADA will be re-invested into GenWealth and initiatives that help us support the expansion and growth of GenWealth, especially focusing on this expansion into the real world.

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