Extract Comprehensive Asset Inventory from Decedent Financial Records — Estate Asset Schedule

Trusts & Estatesprobate-administrationasset-inventorydate-of-death-valuationestate-asset-scheduletitling-analysis

Instructions

Review the attached estate planning and financial documents and compile a categorized asset schedule with valuations, titling, beneficiaries, liabilities, and flagged issues. Output: `estate-asset-schedule.docx`.

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

Deliverables (1)

estate-asset-schedule.docx

Reference documents (12)

DOCX
advisor-summary-letter.docx
45.9 KB
Open
EML
fenwick-email.eml
9.3 KB
Open
DOCX
hargrove-statement.docx
40.5 KB
Open
DOCX
insurance-declarations.docx
42.3 KB
Open
DOCX
life-insurance-summaries.docx
39.2 KB
Open
DOCX
meridian-retirement-statements.docx
41.3 KB
Open
DOCX
pinnacle-bank-summary.docx
40.9 KB
Open
DOCX
property-records-summary.docx
41.5 KB
Open
DOCX
redstone-ira-roth-statements.docx
42.1 KB
Open
DOCX
redstone-taxable-statement.docx
42.3 KB
Open
DOCX
trust-asset-schedule.docx
40.3 KB
Open
DOCX
whitfield-llc-docs.docx
42.6 KB
Open

Preview renders .docx and .pdf in-page via SuperDoc; bytes are fetched on demand from the pinned upstream harvey-labs commit. Open takes you to GitHub for any file type.

Rubric (83)

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

83 of 83 criteria