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A client or their attorney sends a trust, will, or entity agreement and you need to understand it before the planning conversation, not skim legalese at your desk. Forward it to Amy and it lays out the structure in plain language, identifies the key parties and provisions, and flags the planning issues worth raising with the client and their estate attorney.

Forward the document to Amy with this note

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What you get back

  • The instrument type and key parties in plain language
  • How and when assets pass, plus the provisions that matter
  • Planning flags and gaps to raise with the client and their attorney

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Required integrations

Files

Add “and note where this affects the financial plan” so the legal structure connects straight to titling, beneficiary designations, and the allocation you manage.