Estate Decision Lab
What should your wealth accomplish after you are gone?
Choose the legacy outcome first. Then map assets, protection, lifetime gifts, family readiness, and non-financial values into one coordinated strategy.
Projected Estate
$6.4M
Current Dollars
$3.9M
Household
Married
Children
2
Imported Financial Strategy
Financial projection not yet completed
Complete the Financial Decision Lab to import projected estate, terminal Roth and pretax balances, lifetime tax, and conversion strategy.
Imported Estate Snapshot
Your estate composition from Financial Strategy
Decision 1
Choose what the legacy should accomplish
The legal structure comes later. Start with the family outcome.
Decision 2
How much control should continue after transfer?
Asset Transfer Map
Give every asset a destination and purpose
Living Legacy
Help while you are here to see the impact
These controls change the estimated terminal estate but may create earlier family value.
Estimated impact
Terminal estate change
-$510K
Family value delivered earlier
$540K
This is a planning illustration, not a tax or legal determination. The eventual simulator can model timing, investment opportunity cost, and tax treatment in more detail.
Family Readiness
Will the plan work when the family must execute it?
Leave More Than Money