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Estate Planning Asset Extraction — Comprehensive Asset Schedule

Trusts & Estatesestate-planningasset-schedulerevocable-trustILITbeneficiary-designationsestate-tax

Instructions

Review the attached estate planning source documents and compile a master asset schedule with full asset details, titling/beneficiary issues, value reconciliation, and planning flags. Output: `master-asset-schedule.docx`

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

Deliverables (1)

  • master-asset-schedule.docx

Reference documents (10)

  • DOCX
    advisor-summary-letter.docx
    42.5 KB
    Open
  • DOCX
    bypass-trust-statement.docx
    41.3 KB
    Open
  • DOCX
    client-intake-questionnaire.docx
    45.7 KB
    Open
  • DOCX
    life-insurance-summaries.docx
    42.0 KB
    Open
  • DOCX
    nwa-consolidated-statement.docx
    47.0 KB
    Open
  • DOCX
    personal-property-docs.docx
    42.1 KB
    Open
  • DOCX
    pinnacle-funds-ira-statement.docx
    40.3 KB
    Open
  • DOCX
    prairie-state-bank-summary.docx
    39.9 KB
    Open
  • DOCX
    real-property-records.docx
    43.8 KB
    Open
  • DOCX
    tax-return-summary.docx
    42.8 KB
    Open

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Rubric (49)

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

49 of 49 criteria