AGI.do

Services

What will AGI do for Personal trust and financial planning services?

This subclass comprises trust services and financial planning and investment management services intended for private individuals.

The work itself

Grounded Work Profile

Tools

  • Client Relationship Management SystemserviceBlueprint
  • Estate Planning SoftwareserviceBlueprint
  • Client PortalserviceBlueprint
  • Trust Accounting SystemserviceBlueprint
  • Portfolio Management SystemserviceBlueprint

Outputs

  • Trust Agreement DocumentserviceBlueprint
  • Fiduciary Accounting StatementserviceBlueprint

Measured by

  • Fiduciary Compliance RateserviceBlueprint
  • Distribution Accuracy RateserviceBlueprint

Key steps

  • Conduct client and estate reviewserviceBlueprint
  • Draft trust and financial planserviceBlueprint
  • Present plan and obtain authorizationserviceBlueprint
  • Fund and administer trust assetsserviceBlueprint
  • Invest trust portfolioserviceBlueprint
  • Distribute to beneficiariesserviceBlueprint
  • Deliver fiduciary statementsserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Personal trust and financial planning services

  • Services-as-Software

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

    Services.do

  • Autonomous Agents as digital employees

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

    Agents.do

Value flow

How Personal trust and financial planning services connects

absorbs

  • Estate Settlement Administrationmodel

composes

measured by

  • Distribution Accuracy Ratemodel
  • Fiduciary Compliance Ratemodel

optimizes

  • Estate Tax Efficiencymodel
  • Trust Portfolio Returnmodel

produces

  • Fiduciary Accounting Statementmodel
  • Trust Agreement Documentmodel

realizes

  • Conduct client and estate reviewmodel
  • Deliver fiduciary statementsmodel
  • Distribute to beneficiariesmodel
  • Draft trust and financial planmodel
  • Fund and administer trust assetsmodel
  • Invest trust portfoliomodel
  • Present plan and obtain authorizationmodel

Go deeper

Explore Personal trust and financial planning services

Read the deeper take on agi.asView as markdown