Estate Planning & Wealth Transfer

Legal documents, gifting, account beneficiaries, and asset titling

Filter by member

Total Documents

Across all categories

Wills & Trusts

Active documents

Pending Review

Need attention

Family Members Covered

Of 5 family members

Family Member / Entity	Document Type	Document Name	Date Executed	Last Reviewed	Original Location	Status

No documents match these filters.

Showing to of documents

Family Member / Entity

Type

Document Name

Date Executed

Last Review

Original Location

Attach Document

Drag & drop or click to browse · PDF, DOCX up to 25MB

Add Testamentary Parties

Party Type

First Name

Last Name

Relationship

Phone

Added Parties ()

No parties added yet.

Document Special Notes

Notes

Lifetime Exemption Used

$4.20M

$4.20M of $27.98M combined exemption

2026 Annual Exclusion Gifts

$114,000

3 recipients · $19,000 limit per donee

Active Gifting Vehicles

ILIT · Andrew Smith 2021 Gift Trust

2026 Annual Exclusion Gifting

Per-donee gifts against the $19,000 annual exclusion (per spouse, gift-splitting elected)

Recipient

Gifted 2026

Against Exclusion

Remaining

Total Annual Gifts

Account Beneficiaries

How each account passes — primary splits then contingent

No beneficiary accounts for the selected member(s).

Titling Aligned

Total Titled Assets

across major holdings

Flagged for Review

Asset Titling

How major assets are held versus the trust-based plan

Asset

Value

Current Titling

Aligned

Total Titled Assets

"Flag" indicates titling that may not align with the family's trust-based estate plan and warrants review.