Legacy Operating Desk
Households, assets, fiduciaries, documents, reviews, and vault permissions.
Search matters, clients, documents...
EH
Active households
24
3 this month
Assets under advisement
$482.7M
6.4% this month
Documents in progress
37
8 this month
Annual reviews due
11
next 30 days
Household Map
RMVAL
Richard & Margaret Ellis
Grantors
Trustees
Beneficiaries
Minor beneficiaries
What's Due Next
Annual trust review - Ellis Family
Jun 17, 10:00 AM
ILIT valuation update
Jun 21, 1:30 PM
Family meeting - Q2
Jun 28, 2:00 PM
Document Status
Revocable Trust - Ellis FamilyIn review
Pour-Over Will - Richard EllisDraft
Financial POA - Margaret EllisSigned
Trust Amendment - 2026Draft
Fiduciary Accounting - Q2In progress
Annual Review Calendar
Sun
Mon
Tue
Wed
Thu
Fri
Sat
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Assets at a Glance
$482.7Mtotal
Investment Accounts 44%
Real Estate 30%
Private Business 16%
Life Insurance 6%
Other 4%
Referral Source ROI
Family Office Network - $86.4M
matters generated
CPA / Advisor Referrals - $64.1M
matters generated
Existing Client Referrals - $42.7M
matters generated
Corporate Entities Vault - $21.3M
matters generated
Fiduciary Notes
Ellis Family - Special Needs Trust
Consider updating trustee succession language.
Whitman Family - Dynasty Trust
Donation charitable remainder unitrust option.
Moreno Family Office
Advisor requested Q2 entity review.
Incapacity & Risk Flags
Margaret Ellis - medical directive not updated
Thomas Whitman - executor not confirmed
Victoria Ellis - guardian designation needed
Vault Access
Richard Ellis Trust
6 users
Ellis Family Documents
4 users
Whitman Family Vault
5 users
Corporate Entities Vault
3 users