estate planningpro+medium risk

Asset Inventory Builder (Client-Friendly)

Create a clean asset inventory template + prompts.

≈ 25 minutes saved per run.

What it does

Generates an asset inventory template (real property, bank/investments, retirement, insurance, business, digital assets) with client prompts and missing fields.

Inputs

Household Context
text|json · optional
Marital status, dependents (as stated)
Complexity
enum|text · optional
Simple vs complex estates

Outputs

Inventory Template
json
Client Prompt Message
text
Missing Fields Guidance
json

Guardrails

No legal advice
No distribution recommendations
Client-friendly plain language

Disclaimer:Inventory template only. Consultant must advise on titling, beneficiaries, and planning strategy.