Make the next estate task clear
Organise dependencies, flag inconsistent figures and identify unanswered information requests.
Inputs: Authorised asset schedules, correspondence, recorded instructions and task calendars.
From observation to completed task
Prepare task assignments and correspondence for the executor or adviser.
Organise estate-administration documents into a review worklist
The supporting records include authorised estate records, correspondence and adviser instructions.
The executor and qualified advisers verify obligations and decisions.
The systems involved
Estate-administration and accounting interfaces with family-specific permissions.
SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.
What a useful result must get right
Executors and qualified advisers verify obligations and distributions; no autonomous asset transfers.