Sample family · fictionalThe planThe prep kitThe treeThe hard dayPop's pageWho has the dataThe firm's view

What your firm would see.

This is the firm's own screen with one made-up household on it. Every number and every gap below is computed live from the family's record, limited to what the family switched on for the firm. Your firm's name goes in the bar at the top; the real screen lists every household you advise.

Your firm's nameFirm view

The Hartwell Family

Their hard day, rehearsed →Who has their data →

18 people · 5 generations0 of 16 living members have an account7 assets · you keep the details of 4 · 6 documents

PeopleEstate recordAsset registerHoldings (ranges)Life events and rules

$12,908,000
recorded
6 things to fix while Frank Hartwell can still sign · $7,262,000 would wait for probateTransition plan Frank Hartwell sent a prep kit · Oct 3 · 8 of 10 decisions answeredOpen the kit
Beneficiary coverage37% named · $8,172,000 with no beneficiary named

Holdings, as the family's apps report them

  • Business interests · 2 holdings: Hartwell Millwork · 100%, Hartwell Properties LLC · 50%value not recorded
  • Cash · 1 holding$50k–$100k
  • Investments · 1 holding$500k–$1M
  • Retirement · 2 holdings$1M–$2.5M
  • Education savings · 1 holding$50k–$100k
  • Property · 1 holding$2.5M–$5M
  • Debt · 1 holding$250k–$500k owed

From $ manAIger and portfolAIo, as of 2026-10-01. Shown as ranges. No account numbers, positions or transactions ever come in.

  • A former spouse is still the named beneficiary
    Rollover IRA ($1,640,000) → Diane Hartwell. The designation overrides the will.
  • 4 assets with no named beneficiary
    Operating account, Joint brokerage, Primary residence, Hartwell Millwork
  • 1 document not executed
    Revocable living trust
  • 5 documents not reviewed in over five years
    Last will and testament (2008-03-14), Durable power of attorney (2008-03-14), Healthcare directive (2008-03-14), Living will (2019-05-02), Beneficiary designation - rollover IRA (1998-02-10)
  • No contingent beneficiary anywhere
    Every named asset has a primary and nothing behind it.
  • Closely held interest with no recorded agreement
    Hartwell Millwork
  • The will predates the current marriage
    Signed 2008-03-14; married Elena Hartwell on 2008-06-21.
  • The will predates a child
    Sam Hartwell was born after it was signed (2008-03-14).
  • A stepchild has no automatic right to inherit
    Mateo Ruiz - only a named bequest, a beneficiary designation or an adoption changes that.
  • 1 of the retirement accounts in connected apps isn't in the asset register
    $ manAIger shows 2; the register lists 1. Whatever isn't listed has no beneficiary recorded here.
  • 1 of the business interests in connected apps isn't in the asset register
    portfolAIo shows 2; the register lists 1. Whatever isn't listed has no beneficiary recorded here.

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