Tuesday 9:30am. Brokerage statements parsed, asset schedule built, marital deduction computed, Schedule G drafted. You review with the family, not rebuild from PDFs.
Build my estate tax stack →Parses brokerage PDFs and 1099s, builds Schedule A-I, flags missing appraisals.
Tracks annual exclusion and lifetime exemption per family member, drafts 709s.
Surfaces 706, 1041, and 709 deadlines, pings the client for missing source docs.