Estate Planning & Wealth Transfer
Legal documents, gifting, account beneficiaries, and asset titling
Current
Legal Documents Current
of
need review
missing
Documents on File
Review Status
/
reviewed within 2 years
current
review
missing
Legal Documents
Family Member
Document Type
Date Executed
Last Reviewed
Location of Original
No legal documents match these filters.
Click any row to view, edit, or delete. Status (current / needs review / missing) is derived from the Last Reviewed date.
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
2
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
Funded Value
Beneficiaries Designated
/
Member
Account Beneficiaries
How each account passes — primary splits then contingent
Contingent:
No beneficiary accounts for this member.
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.
Status (up to date / needs review / out of date) is derived from the Last Reviewed date.