Reads wills, trusts, powers of attorney and health care directives to build an estate profile with beneficiary and fiduciary summaries and a visual estate diagram, then reconciles account titling and beneficiary designations against the documented plan to flag gaps.
Not yet specifiedAssistiveComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Extract parties, fiduciaries, beneficiaries and key provisions from uploaded estate documents
Generate estate diagram and summaries
Compare account registrations and TOD/IRA beneficiary designations with the plan
Flag mismatches, missing designations and outdated documents