The wedge that earns the next conversation

Estate Health Check.

A one-page plan review any advisor can send to any prospect. Plain English. Color-coded. No jargon.

Book a Demo Review a Sample Health Check
Primary audience

The advisor deciding whether to deploy.

How it runs, what the prospect receives, how it earns the meeting.

Secondary audience

The prospect who landed here from an advisor.

What you'll get back: a one-page read on where your plan stands.

The one-page output

A single page. A prospect can read it on the drive home.

Five to eight findings in plain English. A traffic light next to each. Your brand in the corner. A diagnostic disclaimer at the foot of the page.

Estate Health Check · diagnostic Socrates Crayonanalysis engine

Halperin Family Plan — Review & Findings

Run · HC-2026-0417
v1.0 · final
Prepared forDr. & Mrs. Halperin
Documents reviewedTrust · 2018 · Will · codicil
Issued17 April 2026
Working 4 Things the plan is doing well.
Watch 3 Items to revisit at the next review.
Needs attention 1 Worth a conversation soon.
Named successor trustee is deceased — no acting fiduciary on file.Art. XI(c)
Portability election window closes in 94 days — action required to preserve DSUE.706 · §2010
ILIT Crummey letter cadence has a gap in the 2022 cycle.ILIT §3.4
Credit shelter language uses pre-ATRA AB formula assumptions.Trust §4.2
Trust funding complete — all titled assets sit inside the revocable trust.Schedule A
Durable POA and healthcare directive are current and aligned.POA · HCD
Beneficiary designations on retirement accounts match the plan of distribution.IRA · 401(k)
This is a diagnostic — not a legal opinion. Estate Health Check is an indicative review based on documents the advisor provided. It does not constitute legal, tax, or financial advice. Findings are advisor-approved before delivery.
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Wren & Cole
Actual output · 8.5 × 11 · advisor-branded
How advisors deploy it

Four moves. The meeting books itself.

The same verb you'd use for a case — minus the deliverable stack. Output is one page; the goal is the next conversation, not the full engagement on day one.

Step 01

Upload the prospect's plan.

Trust, will, codicils. Whatever the prospect shared at discovery. Drag-and-drop into the portal.

Step 02

Run the Health Check.

Engine reads the documents, color-codes the findings, lays them out on a one-page template with your brand.

Step 03

Download or email it.

PDF to download, or send through the portal with your cover note. Advisor-approval strip gates delivery.

Step 04

The meeting books itself.

Prospect arrives with the one-pager in hand, already pointing at the red line. You open the next conversation, not the first.

Advisor view · prospect view

Two readings of the same run.

The prospect sees the one-page. The advisor sees the full finding set — the language, the cross-sell signals, and the opening for the next conversation.

Advisorworking view · confidential

The full finding detail — with language to open the next conversation.

Every finding carries confidence, citation, and a working commentary. Cross-sell signals sit alongside the findings: funding gaps, conversion windows, insurance posture.

  • Full finding set — confidence, citation, domain tag.
  • Cross-sell signals — tagged and scoped.
  • Opening language — one line per finding, ready to send.
  • CRM push — signals land in the pipeline before the meeting.
Prospectleave-behind · one page

The one page they can understand without calling a lawyer.

Plain English. Color-coded. Five to eight findings. A diagnostic footer that makes the scope honest — and an advisor-branded header that makes the provenance obvious.

  • Plain-English findings — no case citations.
  • Traffic-light rhythm — working / watch / attention.
  • Advisor branding — your mark, your firm, your footer.
  • Diagnostic disclaimer — clear about what it is and isn't.
Pricing & credits

Priced to live in your lead-gen budget.

Per-run pricing, volume credits for firms, no per-prospect upcharge. The prospect sees your brand, not ours.

Talk to us about credits
Pricing lives on the pricing page. Firm credits and Health Check deployment are discussed on the intro call.
  1. 01
    Per-run pricing — absorbed by the advisor as a lead-gen cost. Priced as a line item in your marketing budget, not your compliance budget. One run, one prospect, one page.
  2. 02
    Volume credits available for firms. Blocks of runs under a firm commitment. Unused credits roll forward within the term. Firm admin allocates per advisor.
  3. 03
    No per-prospect upcharge. The prospect sees your brand, not ours. The wedge is an advisor product. Commercial relationship stays between you and us; no downstream invoice lands with the end client.
Compliance posture

Estate Health Check is a diagnostic.

It does not constitute legal, tax, or financial advice. Every run is disclaimer-wrapped and advisor-approved before delivery. The output is the start of a conversation — not the conclusion of one.

Disclaimer-wrapped Advisor-approved Diagnostic scope Audit-logged
Two ways to see it

Book the demo, or send yourself a sample.

Either door lands in the same place — a one-page run against a representative plan, with your branding on the cover.

Book a Demo Review a Sample Health Check