Estate Trust Funding Tracker
Tracks every asset transferred into the trust. Replaces Wealth.com module $200/mo + paralegal time.
The problem
Estate attorneys draft beautiful trusts and then 50-70% never get fully funded — the deed transfer, the brokerage retitle, the LLC assignment all stall. Wealth.com's funding module is part of a $200+/mo platform; smaller firms track funding in spreadsheets and clients die with assets outside the trust.
What changes
Trust executed → agent generates the funding checklist (deeds, brokerage, life insurance, LLC, vehicles), assigns each item, sends client + counterparty (title co, broker) instructions, and tracks proof-of-transfer documents back into the matter file.
A day in the life
What this agent actually does.
- 1
Day 0: trust signed → agent generates 14-item funding plan and emails the deed packet to the title company
- 2
Day 30: 6 of 14 funded → agent nudges client + drafts a letter to the brokerage with the trust certificate attached
- 3
Day 90: funding report sent to attorney showing 12 of 14 funded with proof; 2 outstanding flagged
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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