Company, trust and estate planning diagrams — that clients actually understand

StructureGram helps lawyers understand scenarios and explain complex advice with clear, professional diagrams.

Common challenges for law firms

Complex trust structures are hard to explain

Clients struggle to understand written advice. Diagrams make the difference — but take too long to create. Only used for high-value clients.

Restructures require multiple diagram versions

Showing 'current' vs. 'proposed' is manual work. Changes ripple through the entire diagram. Hours spent nudging boxes and re-drawing lines.

No firm-wide standards

Different lawyers use different tools and styles. Junior staff produce inconsistent outputs. Hard to maintain a professional brand.

Advice clarity impacts client confidence

Clear diagrams strengthen client confidence and internal understanding. Visual quality reflects firm quality. Diagrams are evidence you understand the structure.

Built for legal workflows

  1. Step 1

    Define the structure

    Current trusts, companies, individuals and partnerships. Ownership, control, and beneficial interests. Built-in validation prevents invalid structures and relationships.

  2. Step 2

    Show proposed changes

    Use Snapshots to show point-in-time or period-in-time views. Use filter-groups to compare current vs. proposed. Scenario planning built in. Validate proposed structures before advising.

  3. Step 3

    Export for advice documents

    PNG export for high-res presentations. PDF export for advice memos. Client-ready diagrams in minutes, with logo and headings.

Corporate group structure diagram

Not just a drawing tool — structure-aware modelling

StructureGram includes validation rules specific to legal work. The system won't let you create structures that don't make sense — visually or legally.

  • Only valid entity types can be trustees
  • Beneficiary designations follow trust type constraints
  • Circular ownership relationships prevented
  • Circular control relationships prevented
  • Ownership interests cannot exceed 100%
  • Active, passive, dormant and dissolved status tracking
  • SMSF trustee and member limits enforced automatically
  • Multiple share classes and rights tracking
  • Third-party 'off-diagram' ownership interests accounted for
  • Discretionary trust roles like appointor and primary beneficiary

Advice backed by structurally sound diagrams.

Structures law firms work with every day

Discretionary trust with corporate trustee
Discretionary trust with corporate trustee
Unit trust with multiple unitholders
Unit trust with multiple unitholders
Family business operating structure
Family business operating structure
Testamentary trust structure for estate planning
Testamentary trust structure for estate planning

Model and compare proposed structures

Estate planning, restructures and succession events all require showing “before” and “after”. StructureGram makes it effortless.

  • Create unlimited scenarios from the same base structure
  • Mark entities and relationships as 'Proposed'
  • Point-in-time Snapshots show historical structures
  • Validation runs independently on each scenario
  • Auto-clean converts 'Proposed' items to live or removes them
Scenario planning — replacing trustees

AML/CTF compliance is expanding to law firms

Australia's AML/CTF regime is expanding to cover lawyers, accountants, and other professional service providers. StructureGram helps you map ownership, control, and beneficial ownership across complex structures — critical for customer due diligence and ongoing monitoring.

Enterprise-grade security

Client confidentiality is paramount. StructureGram is Australian-hosted with enterprise-grade security. Sensitive data points are saved encrypted.

  • Australian data hosting
  • Access controls and audit logs
  • Backup and recovery
  • Sensitive data encryption
  • ISO/IEC 27001 certified information security management
  • Seamless data import and export
  • Professional, client-ready outputs

Questions from law firms

What validation rules are included for legal work?

All entities and relationships follow standard Australian rules and practice. This includes companies, trusts, partnerships, SMSFs, and individuals. Ownership limits at 100%. Circular ownership prevention. SMSF member limits. SMSF trustee type requirements. Share class tracking. Off-diagram ownership interests tracked to show actual '% interests'. No partnerships-of-partnerships. Asset ownership types (sole, tenants-in-common and joint tenants). Rules are enforced automatically as you work. When drawing on canvas, 'smart targeting' presents only valid relationships.

Can I show testamentary trust structures?

Yes. Model all the common trust types, including discretionary trusts, unit trusts, hybrid trusts, bare trusts and testamentary trusts. Define trustee entities, appointors, primary beneficiaries, and beneficiary classes.

How do I show current vs. proposed structures?

Use the scenario builder to model proposed entities and relationships, without impacting the underlying data. Use temporal 'snapshots' to see what entities and structures existed at different points in time. Use filter groups to zero in on particular structures and relationships. Validation runs on all scenarios independently.

Can I customise diagrams to match our firm's branding?

Yes. Set firm-wide styles including logo, colours, fonts, shapes and sizes. All staff use the same visual language — shapes for different entity types, colours for different relationships and statuses.

Is this suitable for complex family structures?

Yes. Model trusts, companies, individuals, partnerships, and SMSFs with complex interrelationships. No limits on entity count or relationship complexity.

Is StructureGram suitable for sensitive client data?

Yes. StructureGram is developed by Syntaq Solutions Pty Ltd, an ISO/IEC 27001 certified Australian software company. The platform is designed for professionals handling sensitive client and entity information.

What family structures can I model?

The family tree diagram lets you model any family scenario. Spouse relationships — married, de facto, married-separated, de facto-separated and widowed. Parent-child relationships — biological, adopted, legal guardian and foster.

Can I export diagrams for inclusion in advice documents?

Yes. Export to PDF or PNG at print resolution. Both include colour, auto-generated legends, and your firm logo. Ready to drop into Word, PowerPoint, or any advice document.

Make advice clarity your competitive advantage

Talk to us about how StructureGram fits your firm, or start for free and see for yourself.

Get in touch
StructureGram for law firms — StructureGram