Estate Readiness Intake

Clarity before your
attorney meeting

Complete your profile in 10 minutes. AethosTrust generates a personalized wealth map with preliminary planning signals — ready for your consultation.

Self-serve · 10 min
DMV & New York
Confidential
Logic-driven insights
Your Profile
Basic information to calibrate your wealth architecture.
Currently Retired?
Ballpark is fine
Comma-separated if multiple
Your Assets
Select every category that applies, then fill in values.
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Cash & Savings
🏠
Real Estate
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Stocks & Bonds
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Life Insurance
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Retirement Accounts
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Business Interests
Family & Relationships
Family structure drives most estate planning decisions.
Current Spouse / Partner
Previous Marriages
Children
Existing Documents
Tell us what's already in place — or what's missing.
Do you have a Will?
Power of Attorney (POA)?
Existing Trust?
Should ideally match your trustee
Gifting & Inheritance Plan
Who gets what, how much, and when. Add one row per transfer.
Book Your Consultation
Schedule your 30-minute estate readiness session.
Foundation — Tier C
$250
One-Time Intake Fee
Includes 30-min consultation + personalized estate summary + document checklist
Payment Details
🔒 Payments processed securely.
✓
Consultation confirmed
Your estate diagnostic report has been compiled and will be sent to your matched attorney before your meeting. They'll arrive prepared — not starting from scratch.
Review your Wealth Map or explore concepts in our Estate Q&A.
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Your Wealth Map will appear here
Complete the Estate Intake to generate your personalized wealth architecture.
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Live AI · Personalized to your profile
Powered by AI · AethosTrust provides education, not legal advice. Your attorney will provide specific guidance for your situation.