Evolving the Meaning of Legacy for Next Generations

A global tech-enabled expert network for cross-border inheritance
excellence.

Become a Partner

Benefits of becoming a partner

Global Expert Network

Connect and collaborate with leading inheritance professionals around the world to manage cross-border cases.
Join the purpose-led practice and contribute to shaping the future of inheritance law globally with integrity and impact across generations.

Legacy-Tech for Client Excellence

Use our tech platform, Herald, to get a comprehensive summary of clients’ cases with advanced legal tactics and sequential roadmaps, empowering you to deliver seamless, focused, and efficient services to your clients.

Purpose-Led Practice

Contribute to shaping the future of inheritance law with integrity, impact, and a shared purpose across generations.

Integrated Expertise Hub

Upgrade your services to make them more comprehensive with access to shared intelligence, solution and cross-disciplinary support of experts and advanced features

Referrals

Expand through global exposure and trusted international referrals in the field of succession practices.

Revenue Streams

Add new expertise stream to your
portfolio without excessive investment
into additional resources.

Who should join CBSA?

⁃ Full-service law firms, Boutique legal offices, and solo practitioners
⁃ Inheritance Law Academics, Experts, and Advisors
⁃ Notaries
⁃ Tax and Insurance Consultants
⁃ Finance, Estate, and Wealth management professionals

Where Legacy Meets Innovation

The Cross-Border Successions Alliance (CBSA) is a Geneva-based global network of legal, financial, tax, wealth management, real estate and other experts dedicated to upgrading cross-border inheritance services for clients.

CBSA enables collaboration among the world’s leading inheritance professionals to deliver comprehensive, cross-disciplinary expertise in complex international succession cases.

Through our tech-enabled platform, Herald, we empower our network of partners to leverage their expertise and streamline client relationships with simplicity, efficiency, and transparency – grounded in purpose and built on trust.

Where Legacy Meets Innovation

Cross-border inheritance cases are growing in complexity due to shifting demographics and significant movements of the diaspora.


A new generation of heirs seeks quick resolutions, transparency, and expert guidance, while prioritizing reliability and trust.
Legal professionals face increasing administrative burdens and challenges of fragmented collaboration across jurisdictions.

"For me, legacy is one of humanity’s foundational pillars - bridging tradition and the future. That’s why, at CBSA, we are led by purpose to bring together expertise and technology to evolve both the meaning and the experience of legacy for the next generations."

Nikola Tomasevic, President of CBSA

Our purpose is to bring together expertise and technology to evolve both the meaning and the experience of legacy for next generations.

Nikola Tomasevic, President of CBSA

World’s First Legacy-Tech

Developed by CBSA, Herald is the collaborative infrastructure that empowers experts to guide cross-border inheritance cases and wealth transfers with transparency, purpose, and honour.

Herald is the World’s first legacy-tech platform set to transform the client service in complex succession cases.

Advanced Client Onboarding

Easy client onboarding with a guided step-by-step intake questionnaire. Automatically generates case diagnostics and sends follow-up summaries directly to client.

Comprehensive Check-Lists

Get a clear overview of required documentation, relevant jurisdictional considerations, and tax implications tailored for each case.

Strategic Roadmaps & Action Plans

Receive a master-level case report with legal strategies, step- by-step roadmaps, and recommended expert collaborations built for complex cross-border cases.

Efficiency & Transparency

Handle case management and client interactions on a single platform that improves efficiency, transparency, and professional trust.

See How the Tool Works

Join CBSA’s growing alliance of inheritance experts and
expand your global presence in cross-border succession field.

Become a Partner
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The Cross-Border Successions Alliance (CBSA) is a Geneva-based global network of legal, financial, tax, wealth management, real estate and other experts dedicated to upgrading cross-border inheritance services for clients.

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Become a Partner

Interested in joining the CBSA network? Please complete the form below, and a member of our Partnership Team will contact you shortly.