Workspace
Trust workspace
A single place for the asset inventory, people map, funding checklist, document notes, and annual reviews.
Workspace readiness
0%
Start by adding your assets
- Assets added
- Trustee identified
- Beneficiary named
- Funding reviewed
- Pour-over will confirmed
- POA documented
- Designations audited
- Documents uploaded
Assets tracked
0
Funding tasks open
0
Review flags
0
Priority tasks
- 1Add assets to the inventory
- 2Confirm trustee and successor trustee
- 3Name at least one beneficiary
- 4Mark all funding tasks reviewed
- 5Confirm your pour-over will is executed
- 6Document your powers of attorney
- 7Audit beneficiary designations
- 8Upload at least one document to the vault
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