EstateComing soon
Your estate plan, out of the drawer.
Wills, trusts, and titling read against your live balance sheet: what's current, what's stale, and what your family would need to know tonight.
Estate · documents against the balance sheet
- Will2019
- Revocable trust2022
- Power of attorneypredates Delaware LLC2016
Titling
- Family Trust
- Holdings LLC
- Vacation home LLC
Runbook
- 1Accounts and custodians
- 2Entities and who signs
- 3People to call first
Read against your live balance sheet.
Documents that stay read
Wills, trusts, and powers of attorney parsed and linked to your entity map. Ask what the trust says about distributions and get the answer, not the drawer.
Titling gaps, flagged
The plan says the trust holds it. The balance sheet says it doesn't. When what you own drifts from what the documents say, you see it first.
The successor's runbook
Every account, contact, and document location in one living manual for whoever steps in. Current as of today, not the day it was written.
- Family Trust
- Holdings LLC
- Vacation home LLC
Not titled to the trust
The plan meets the balance sheet
Estate documents describe how things should be held. Your balance sheet shows how they are. Estate holds the two against each other, every day.
- Will2019
- Revocable trust2022
- Power of attorneypredates2016
Stale is visible
Documents don't age gracefully. When your holdings outgrow what the paperwork covers, the gap surfaces instead of waiting for the estate meeting.
Current as of this morning
- 1Accounts and custodians
- 2Entities and who signs
- 3People to call first
A runbook that writes itself
A binder is accurate the day you print it. This one regenerates from your live accounts, entities, and documents, so it's right the day it's needed.
Licensed attorney
An attorney, when it's time
When a document needs updating, it routes to a licensed attorney as a discrete, priced step. You see who did it, what changed, and what it cost.
Out of the drawer. Onto the balance sheet.