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Extract and Reconcile Client Assets from Financial Statements for Estate Planning Asset Schedule

Trusts & Estatesestate-planningasset-schedulecommunity-propertytrust-fundingfinancial-reconciliationtax-planning

Instructions

Review the attached source documents and prepare a consolidated estate planning asset schedule with categorized subtotals, totals net of liabilities, exclusions, and flagged issues. Output: `whitford-asset-schedule.docx`

Work type: Analyze — Read materials, reach a reasoned conclusion, produce a memo or analysis.

Deliverables (1)

  • whitford-asset-schedule.docx

Reference documents (10)

  • DOCX
    2023-tax-return-schedules.docx
    44.3 KB
    Open
  • DOCX
    403b-statement.docx
    39.7 KB
    Open
  • DOCX
    barton-creek-k1-2023.docx
    40.2 KB
    Open
  • DOCX
    clearwater-bank-summary.docx
    40.6 KB
    Open
  • EML
    client-intake-memo.eml
    7.3 KB
    Open
  • DOCX
    life-insurance-summaries.docx
    40.1 KB
    Open
  • DOCX
    personal-property-appraisal.docx
    41.2 KB
    Open
  • DOCX
    pinnacle-account-statements.docx
    43.9 KB
    Open
  • DOCX
    real-property-records.docx
    44.5 KB
    Open
  • DOCX
    ridgepoint-quarterly-summary.docx
    42.4 KB
    Open

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Rubric (59)

Each criterion is judged independently as pass or fail. The task scores 1.0 only if every criterion passes.

59 of 59 criteria