Turn notes, statements, trusts, insurance, business documents, and planning files into advisor-ready findings, source references, and next steps — before the meeting.
Every prospect shows up with a different stack: old trusts, beneficiary forms, insurance illustrations, tax returns, business documents, or a buy-sell agreement. Reading them closely takes hours you don't have — and skimming is how the gap that loses the client slips through. The advisor who already knows the beneficiary form contradicts the trust walks into the room prepared.
Wills, revocable and irrevocable trusts, beneficiary designations, powers of attorney.
Statements, retirement accounts, a prior 706, insurance illustrations, business and buy-sell documents.
Meeting notes and intake details. Upload what you have — the review works with an incomplete file and tells you what's missing.
Advisor-facing planning intelligence: the issues worth raising, what's missing, and which professional should review each one. You read the brief; the technical appendix backs it up for any reviewer.
Trusts, beneficiary forms, insurance, statements, tax documents, business agreements, and your notes. You attest you have permission to upload.
Advisor-facing findings, missing information, source references, questions to ask, and review routing — usually within 1–2 business days.
You decide what to raise, what to request, and which attorney, CPA, or other professional should review each issue.
Automated Health Checks are advisor-facing and may require professional verification before use.
A full Health Check on a synthetic estate case — the exact format you'd receive, from cover to technical appendix. No real client data.
A Planning Case is one household or matter. Update an existing case as often as you like — a new credit is only used for a new case. No rollover, no annual lock.
Founding cohort access is limited to financial, legal, tax, insurance, and trust professionals using the service in a professional capacity. Accounts are subject to approval.
We're opening a small founding cohort of advisors who regularly review planning files — real cases, honest feedback, founding pricing, and a direct line to the person who built it.