AGI.do

Services

What will AGI do for Personal trust services?

Services to establish and administer trusts, under which a trustee holds legal title to property belonging to another, for the benefit of a beneficiary. Trusts are defined by an agreement, contract, declaration in a will, or order of a court.

The work itself

Grounded Work Profile

Tools

  • Client Relationship Management SystemserviceBlueprint
  • Trust Accounting SystemserviceBlueprint
  • Portfolio Management SystemserviceBlueprint
  • Client PortalserviceBlueprint

Outputs

  • Fiduciary Accounting StatementserviceBlueprint
  • Trust Asset InventoryserviceBlueprint

Measured by

  • Fiduciary Compliance RateserviceBlueprint
  • Distribution Accuracy RateserviceBlueprint

Key steps

  • Accept trustee appointmentserviceBlueprint
  • Inventory and title trust assetsserviceBlueprint
  • Administer trust per termsserviceBlueprint
  • Manage trust investmentsserviceBlueprint
  • Authorize beneficiary distributionsserviceBlueprint
  • Issue fiduciary accountingserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Personal trust 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 services connects

absorbs

  • Trust Asset Administrationmodel

composes

measured by

  • Distribution Accuracy Ratemodel
  • Fiduciary Compliance Ratemodel

optimizes

  • Administrative Cost Ratiomodel
  • Trust Portfolio Returnmodel

produces

  • Fiduciary Accounting Statementmodel
  • Trust Asset Inventorymodel

realizes

  • Accept trustee appointmentmodel
  • Administer trust per termsmodel
  • Authorize beneficiary distributionsmodel
  • Inventory and title trust assetsmodel
  • Issue fiduciary accountingmodel
  • Manage trust investmentsmodel

Go deeper

Explore Personal trust services

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