Who Gets What, When
Beneficiary designations, distribution ages, conditions that have to be met. The actual plan for your assets.
Estate plan review
Trusts, wills, powers of attorney, and policies are difficult to revisit after the signing meeting. X1 organizes what you have, explains the material provisions in plain language, and cites the source behind each question for your attorney.
Plain English
No legalese
Source-cited
Clause and verbatim evidence
Smart Questions
For your attorney
Drop in your trust, will, powers of attorney, or the whole binder. X1 organizes the legal language, runs a structured coverage review, and shows the source language behind material questions.
Step 01
Trust documents, wills, powers of attorney, healthcare directives. Encrypted, secure, never shared. We're not in the document business.
Step 02
We extract beneficiaries, distribution rules, and fiduciary roles, then check the structural categories that apply without inventing gaps to fill a checklist.
Step 03
Get a plain-English breakdown, a prioritized issue register, and source-cited questions for your next attorney meeting.
See the provisions that determine who receives what, who has authority, what protections apply, and which questions need an attorney's judgment.
Beneficiary designations, distribution ages, conditions that have to be met. The actual plan for your assets.
Trustees, executors, successors. See who makes decisions if something happens and who is named as the backup.
Locate and cite the clauses that address creditors, divorcing spouses, and lawsuits. Surface unclear protection language for counsel to verify.
Review estate-tax references, marital trusts, portability, and generation-skipping provisions against the document and current planning questions.
Potential omissions such as a healthcare directive or financial POA are flagged for attorney confirmation, with the reviewed document context kept visible.
Prepare specific, source-backed questions for your attorney instead of asking for another general explanation of the entire trust.
Upload an in-force policy statement to organize the costs, benefits, and assumptions. Use the comparison to prepare questions for a licensed insurance professional.
Step 01
Organize life insurance, disability, long-term care, and annuity documents in one controlled record.
Step 02
Mortality charges, administrative fees, surrender penalties. We itemize every cost buried in the fine print.
Step 03
Are you in the 20th percentile or the 80th? See how your policy costs stack up against current market rates.
Decision support
A review is a reality check. The goal is to see what is current, what is missing, and what should be discussed with your attorney.
Related resources
Tie document clarity to storage, sharing, and family governance.
Feature
Store, classify, and share estate documents securely.
Resource
A fast way to find gaps before you call your attorney.
Statistics
Estate tax thresholds and transfer volumes in one place.
Tool
Define the values and decision rules behind the plan.
Feature
Ask plain-English questions about your trusts and policies, grounded in what Vault extracted.
Important Estate Planning Information
X1 Estate Planning tools extract and summarize information from your documents to help you understand them. They do not provide legal advice or substitute for review by a qualified estate planning attorney. All estate planning decisions should be made with the guidance of licensed legal professionals.
X1 Wealth is a financial technology company, not a registered investment advisor, CPA firm, or law firm. Our tools provide educational information and should not be construed as personalized financial, tax, or legal advice.
Get Started
Start with the documents you already have. X1 will help you prepare the first questions worth reviewing with your attorney.
No credit card required to start
Clarity for the household. Confidence for the next move.
X1 Wealth is financial coordination and planning software built by Lever Wealth LLC. X1 Wealth is not a registered investment adviser.