01
Retention
Catches conflicts and gaps in existing plans — before your client finds them in someone else's review.
"AB trust formulas from 2015 that still presume a $600K exemption."
Read moreStandard AI drafts the email. SC reads the plan.
Upon the death of the Grantor, the Trustee shall divide the remaining trust estate into separate shares for each then-living child of the Grantor, per stirpes.
§4.2 Each child's share shall remain in further trust until such child attains the age of thirty-five (35) years, at which time the Trustee shall distribute one-half of the then-remaining principal outright and free of trust.
The Trustee's authority shall not extend to distributions inconsistent with Article VII or Article IX, which shall control in the event of conflict.
Property passing to surviving spouse, including elections under §2056(b)(7).
Line 4a Property passing to surviving spouse: $14,220,000. QTIP election under §2056(b)(7) — see attached statement.
See attached schedule for successor-trustee designation and related portability election status as of the date of filing.
First successor (2022). No supplemental appointment located.
Preserves $12.92M DSUE; est. $5.16M federal tax protected.
No action required. Next review: Q2 2028 or change in cadence.
Everything the platform does ladders back to one of four outcomes. We never ask an advisor to care about the plumbing.
Catches conflicts and gaps in existing plans — before your client finds them in someone else's review.
"AB trust formulas from 2015 that still presume a $600K exemption."
Read moreSurfaces the cross-sell opportunities already sitting in the plan you have.
"Unapplied valuation discounts. Locked-in gifting never funded."
Read moreProduces a one-page plan review any advisor can hand to any prospect.
"Traffic-light assessment in plain English. They see gaps. You earn the next conversation."
Read moreSerious estate work, without deep legal bench.
"Same analytical output, roughly zero marginal cost per case."
Read moreMulti-stage process. Verified calculation at the core. Advisor review before anything leaves the building.
Three rules we hold even when it makes the product slower. They're why attorneys trust the output.
Sensitive information is minimized before any cloud model sees it. We minimize external data exposure by construction, not by promise.
Trust & Privacy →Confidence level, source citation, and what we don't know — attached to every number. Never an unsupported claim.
How we cite →Nothing goes out until the advisor approves it. Draft, review, request changes, mark stale — the approval chain is visible and auditable.
The approval chain →White-label deliverables on your firm's brand — Case File, Advisor Summary, Client Roadmap, Presentation.
Per-seat deployment with firm-level oversight, audit logs, and approval routing built in.
Bring one real trust. We'll give you back a working finding set inside thirty minutes.