AI Estate Planning · 8 min read
What Is an AI Estate Planning Roadmap? (Complete 2026 Guide)
A walk through every section of the modern AI roadmap — net worth tieback, probate analysis, biggest pitfalls, family tree, asset flow at death, and the three death playbooks every family should have on file.
Tax Strategy · 9 min read
TCJA Sunset 2026: What HNW Families Must Do Before December 31
The federal estate exemption is set to drop from roughly $13.61M per spouse to roughly $7M after December 31, 2025. Here's the math, the eight strategies that still work, and the deadlines you cannot miss.
Probate · 7 min read
Probate Exposure Analysis: How to Find Your Gaps in 30 Minutes
Probate consumes 3–7% of an estate and 6–18 months of family time. This guide walks through the most common probate triggers, the joint-tenancy traps, and a 30-minute self-audit you can run today.
For Advisors · 6 min read
Free Estate Planning Software for Advisors: How It Actually Works
Why advisor portals have historically been so expensive — and how a per-client billing model with white-label options is reshaping the way attorneys, family offices, and wealth advisors deliver estate intelligence.
Death Planning · 8 min read
Death Scenario Playbooks: The 90-Day Plan No Family Has
What actually happens to a family in the 90 days after a primary estate-holder dies — broken down day by day, with the exact documents, deadlines, and consequences-if-missed for Days 1–30, 31–45, and 46–90.