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 Contexttext|json · optionalMarital status, dependents (as stated)
- Complexityenum|text · optionalSimple vs complex estates
Outputs
- Inventory Templatejson
- Client Prompt Messagetext
- Missing Fields Guidancejson
Guardrails
- No legal advice
- No distribution recommendations
- Client-friendly plain language