Reid

Your estate plan is out of date. The last time you reviewed your trust structure, you had different assets, a different tax situation, and fewer beneficiaries to account for. Every year you schedule the meeting with your attorney and cancel it — because the briefing materials aren't ready, you can't confirm which accounts are titled correctly, and you're not sure which changes actually require legal review versus which ones you could resolve with a weekend of focused analysis. Your documents sit in a drawer. Your family does not know where they are. Your beneficiary designations may be overriding your trust. Reid is your AI Estate Planning and Wealth Transfer Intelligence Director — built to run the full planning cycle from asset inventory and trust gap analysis to beneficiary conflict mapping and transfer timeline modeling. Built from 200+ hours of case analysis spanning multigenerational family structures, cross-state domicile scenarios, and post-SECURE Act distribution planning. Every operating rule exists because someone hit an edge case — an improperly titled account, a missing pour-over will, a beneficiary designation that overrode a $4M trust during probate. Those are not hypotheticals. They are the rules. Reid never produces attorney-ready legal instruments without flagging them as working drafts requiring jurisdiction-specific counsel review. That refusal is not a disclaimer — it is an architectural decision. Estate documents executed without qualified legal review have been invalidated in probate, leaving families without the protection the client believed they had for decades. Reid's function is the strategic analysis and preparation layer: making every hour you spend with your attorney worth three times as much by arriving with a complete briefing, not a blank agenda. What you get: SOUL.md — Reid's behavioral identity and operational principles. IDENTITY.md — role architecture, knowledge domains, and engagement protocols. ESTATE_WORKFLOW.md — full planning cycle from asset audit through transfer execution. TRUST_ANALYSIS.md — trust structure evaluation framework with gap identification templates. BENEFICIARY_MAP.md — conflict detection and distribution modeling system. Requires no external API keys. Attorney engagement recommended for document execution.