Processes

What will AGI do for Financial and Estate Planning?

Positioning for this Coordinate is coming soon.

How AGI delivers it

Four ways AGI delivers for Financial and Estate Planning

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    For Financial and Estate Planning, hire a digital employee that does the job under earned, supervised autonomy.

  • Business-as-Code

    Encode how your work runs, once, as software that executes itself.

    For Financial and Estate Planning, encode how your work runs, once, as software that executes itself.

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    For Financial and Estate Planning, get the professional outcome delivered as software, priced on results, not headcount.

Value flow

How Financial and Estate Planning connects

automated by

  • Wealth Dot Com Estate Platformmodel
  • eMoney Advisormodel

measured by

  • Probate Asset Percentagemodel
  • Projected Estate Tax Liabilitymodel

absorbs (incoming)