A Client Guide
Spring plants it, summer grows it, autumn harvests it, winter protects it — and a new spring hands it on. Scroll the seasons, tap any bubble to learn the move. Flip Advanced (top right) to see the machinery underneath — the structures advisors and estate attorneys actually use.
A one-hour conversation can tell you which season you're in and which two or three moves matter most right now.
What would happen if it all happened today? If you can't answer comfortably, that's the place to start.
Start the conversation