At this time, these are most important and timely to me. I won't live forever and believe my live portfolio models are worth continuing as an inheritance until they fail.
Those who would inherit aren't interested in doing the work necessary to follow the models, so my goal would be to automate what exists. Failing this approach would mean losing direct control and increasing costs.
Perhaps I haven't done enough myself to automate the models. I've been waiting anxiously for a link to additional brokers. Perhaps it's time for me quit waiting and move some assets to IB or Tradier.