Know your HNW client deeply — before the K-1s arrive.
An AI intake assistant that converses with high-net-worth clients over WhatsApp or voice, captures their full entity stack — assets, trusts, LLCs, K-1 sources — and delivers a clean structured file. Every fact reviewed by you before it counts.
One link. Two weeks of paced conversation. A complete file.
The 2026 exemption sunset is the conversation HNW clients need to have this year.
The federal estate tax exemption is projected to drop from ~$13.6M to ~$6–7M per person. That changes everything for clients in the $5M–$25M range — and they probably don't know yet.
To advise them well you need their full picture: every LLC, every trust, every K-1 source, every beneficiary designation. That picture takes weeks to build with traditional intake. Or one conversation thread that runs in the background while everyone gets on with their day.
Backed by the KCE compilation pattern — discovery, structuring, validation, in a loop. Documents first. Questions only when documents can't answer.