Private AI for estate planners.

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 client instructions into a planning-meeting outline

The supporting records include authorised family records, existing documents and service checklists.

Qualified advisers verify legal and financial recommendations.

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.