Keep your family’s plans connected.
Give your family’s estate and insurance information a place alongside the people and property it concerns.
Create your free account, add the sources for your question, and ask from your record. You have up to 20 Ask X1 requests every 30 days; follow-ups and approvals use the same allowance. Membership adds automatic document organization, continuing specialist reviews, live bank connections, and more capacity.
No document is shared unless you choose to share it.
How do I get started?
Getting a family trust organized
Add documents within your free record's storage and renewing processing allowance; X1 keeps the originals and prepares supported files for search. Start with a source and a question you already have.
You do not need a document ready to create your account.
- Add something you already have
- Add a copy of your trust document.
- Review the details
- Ask X1: Who is named as trustee in this trust document? Check the cited passage and keep the answer for your next question.
- Build your household picture
- Keep the original and the answers you want to return to when your next question comes up.
Your saved record stays available when your allowance runs out. You can download your saved originals and export your supported record. Automatic document organization and specialist work require membership. Free first reviews, when offered, have their own terms.
X1 helps organize information and follow-through. It does not replace your advisor, CPA, attorney, or other qualified professional.