Outcome · 03

Lead-gen.

Produces a one-page plan-review deliverable any advisor can hand to any prospect.

The problem

"Send me your stuff" isn't a close.

A prospect asks "is my plan any good?" and gets a follow-up meeting, not an answer. A generic checklist looks like a marketing piece, not a review. The substantive work happens only after the prospect has signed on.
The review that earns the next conversation

Prospects convert on evidence they couldn't have produced themselves. A one-page plan review in plain English, with traffic-light flags on real issues, does what a brochure cannot.

The deliverable has to be the wedge — not a teaser.

They see the gaps. You earn the next conversation.

How SC delivers it

Three behaviours. Each earns its keep.

The Estate Health Check is the lead-gen wedge — short, real, and signed by the advisor who runs it.

Behaviour 01

Renders a one-page review.

Five to eight findings in plain English, traffic-light severity, advisor branding on the cover. No internal jargon.

Output one-page PDF · advisor-branded · client-ready
Behaviour 02

Scored on real documents.

Not a questionnaire. The prospect provides the trust and a recent return; the review reflects their actual plan.

Intake trust · recent 1040 or 706 (optional)
Behaviour 03

Holds the line on platform scope.

Health Check is a wedge, not the product. Every Health Check carries a link: Want the full case analysis? — the advisor owns the follow-up.

Positioning wedge to platform · never the platform itself
A sample finding

One card. The kind that opens a second meeting.

The canonical finding card, reused. The Health Check deliverable distills the card's essentials into traffic-light lines — but the full card is what the advisor reviews before it goes out.

Critical · Estate Planning · Finding F-01

Primary and successor trustees both deceased; no acting trustee named.

The revocable living trust names the grantor as trustee, a spouse as first successor (deceased 2019), and a sibling as second successor (deceased 2023). On the grantor's death, the trust has no acting trustee — a probate court would be required to appoint one, defeating the purpose of the trust.

What we know

Trust restated 2014. Article XI names two named successors, both now deceased. No written appointment of a third successor on file. No corporate trustee named anywhere in the instrument.

What we don't know

Whether the grantor has signed a written appointment under Article XI(c) that was not provided. Whether a pour-over will anticipates this failure.

Recommended next step

Execute a written trustee appointment under Article XI(c) within the next 30 days.

A corporate trustee or a named individual in writing is sufficient. Without it, successor administration will require court involvement — the exact outcome the trust was drafted to avoid.
ConfidenceHigh · 96%
LowMediumHigh
Citations

Reusable component. Finding card (artifact № 02). In the Health Check deliverable, this renders as a single traffic-light line with the advisor's logo on the cover.

Health Check is the wedge. The full platform is the product. Want the full case analysis? →
Next step

Walk into the meeting with the review.

Run a free Estate Health Check for a prospect. See what a first-meeting deliverable looks like when it's real.