Multigenerational Estate Plan Review — Issue Identification Memorandum
trusts-and-estatesestate-planningspecial-needs-trustmulti-state-propertytax-planninghigh-net-worthclosely-held-businesscharitable-givingelder-law
Instructions
Review the attached estate planning documents and prepare an issue-identification memo organized by category with severity ratings and remediation recommendations. Output: `estate-plan-issue-memo.docx`.
Work type: Review — Mark up, redline, or critique an existing document.
Deliverables (1)
- estate-plan-issue-memo.docx
Reference documents (9)
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 (50)
Each criterion is judged independently as pass or fail. The task scores 1.0 only if every criterion passes.
50 of 50 criteria