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Estate Planning & Settlement

Optimize estate planning and settelment with Executor AI Assistant
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Optimize Estate Settlement with AI Assisting Executors

Estate Plan

Estate Plan

 

  1. Manage multiple Estate Plans
  2. Estate settlement simulation
  3. Estate Tax estimates
  4. Automate Estate settlement process based on the Estate Plan
  5. Leverage AI asssistance for asset ownership transfer
  6. Collaborate with jursidictional advisors for settlement strategies
Executor

Executor Management

 

  1. Primary and successor Executor
  2. Family and professional Executor
  3. Executor license & insurance
  4. Executor estate asset responsibilities
  5. Access controls
  6. Executor fees and disbursements
Beneficiary

Beneficiary Management

 

  1. Asset ownership percentage
  2. Manage bank account information
  3. Funds distribution
  4. Event notification
  5. Audited consent
  6. Tax advisory
  7. Ledger
Document

Document Management

 

  1. Manage Estate document types
  2. Manage document digital signature
  3. Manage investment statements
  4. AI - Document insight
  5. AI - Executor Assistant
Estate Ledger

Ledger Management

 

  1. Private Estate ledger
  2. Estate tax filing preparation
  3. Fund allocation controls
  4. Journal entries
  5. Synchronize data from financial institutions
  6. Extract data from wealth reports
  7. Manage Estate asset entitlement transfers
Asset

Asset Management

 

  1. Notify asset stakeholders
  2. Transfer asset fiduciary ownership
  3. Manage Testator asset partnerships & commitments
  4. Monitor asset performance
  5. Inter vivos trust asset beneficiaries
  6. Testamentary trust management
  7. Asset valuation collaboration
  8. Asset entitlement transfer risk assessment
  9. Asset disposition collaboration
  10. Fund disbursements and reporting
Funds

Funds Management

 

  1. Investment reciepts
  2. Investment commitments
  3. Advisor fees
  4. Beneficiary distributions
  5. Transfer audited approvals
  6. Capital encroachment controls 
  7. Auto Ledger updates
Estate Settlement

Estate Setllement

 

  1. Probate administration
  2. Manage asset entitlement ownership transfers
  3. Jurisdictional estate tax and filing
  4. Fund transfer controls and auto ledger entries
  5. Notify asset fiduciary owners, joint owners, partners, beneficiaries, and advisors
  6. AI - Executor Assistant
Tell me more

estate Executor Assistance

Optimize estate planning and settlement processes  through automation and AI assistants.   The platform provides a secure mechanism for asset testators, advisors, executors, stakeholders and advisors to collaborate on global wealth, investments and entities.

Leverage AI Executor Assistant to guide and assist the finacial executor according to the Estate Plan.  A optimize the estate settlement process and manage tasks.

  • Have the platform send event based notfications to asset stakeholders.
  • Manage access controls based on privileges authorized in the estate plan.
  • Fund transfer governance and controls.
  • Manage asset portfolio entitlement transfer tasks, including:
    • Corporate share classes
    • Real estate title
    • Alternative investment units
    • Limited partnership units
    • Digital assets private key
    • Trust asset disposition and disributions
    • Charitable contributions
    • Estate Settlement AI Assistant Agent & Tools
      • Executor agent
      • Docment insight
      • Document generation
      • Domain expert advisor assistant
      • Task recommendations and delivery
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