Deliverable Drafting Agent
Turns analysis into the document the client keeps — coordinated across business tax and family wealth transfer.
- Tax
- Estate — Trust & Estate Planning
- Tax STAR
- 12 AI Agents
- Produces first-draft planning reports and client-ready summaries.
- 01
Drafts planning memoranda and client-ready summaries in your format.
- 02
Coordinates business and estate planning conclusions into one narrative.
- 03
Assembles the exhibits and next-step actions behind the recommendation.
- Approved analysis and scenarios
- Your report template
- Client family and ownership context
- A first-draft planning report
- A client-facing summary
- An implementation action list
Part of Tax STAR.
Trust & Estate Planning
Coordinate business tax planning with family wealth transfer instead of treating them separately.
A 12-module Tax Operating System that turns episodic tax planning into an ongoing advisory process.
Explore The SystemTax Intake Agent
Gathers returns, entities, and documents into one structured planning file.
Agent DetailPlanning Opportunity Agent
Scans client data against your playbook and surfaces planning ideas.
Agent DetailScenario Modeling Agent
Runs multi-year and entity-structure scenarios for advisor review.
Agent DetailNotice & Compliance Agent
Tracks filings, deadlines, and notices so nothing slips through.
Agent DetailQuarterly Review Agent
Prepares recurring check-in packages that keep advisory fees in place.
Agent DetailOwner Comp Agent
Owner Compensation Strategy.
Agent DetailMethods Agent
Accounting Method Optimization.
Agent DetailCredits Agent
Tax Credits & Incentives.
Agent DetailHuman Capital Agent
Human Capital Tax Strategy.
Agent DetailProtection Agent
Asset Protection & Risk Structuring.
Agent DetailPost-Sale Agent
Post-Sale Wealth Management.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.