Structure & Ownership
Every entity and trust, the direct members, and the look-through to each person, on any date.
buildingEverything the family owns, in one private place.
Who owns what, through every entity and trust. The stores, the properties, the accounts, the documents that prove it. And a space of your own to build in.
Sections
Trusts & Estate
The four trusts: instruments, trustees, beneficiaries, what each holds. Wills and directives alongside.
buildingLegal Document Bank
Deeds, wills, operating agreements, contracts, promissory notes, EIN letters, powers of attorney. Versioned, filed once, found in seconds.
buildingMcDonald's
The stores: franchise and lease terms, expirations, what each entity earns, and the business valuation.
plannedReal Estate
Properties, holding entities, deeds, mortgages, rent and expenses.
plannedBanking & Investments
Every bank and investment account: institution, owner, signers, contacts, balances over time.
plannedLoans & Notes
Mortgages, store loans, promissory notes owed and owing, guaranties, balances over time.
plannedNet Worth
By person, by category, over time. The dashboard the spreadsheet was always trying to be.
plannedTax & Compliance Calendar
Filing deadlines, franchise and lease expirations, trust dates, renewals. With reminders.
plannedInsurance & Risk
Policies, coverage, renewals, claims, across every entity and property.
plannedAdvisors & Access
The accountant, the attorney, the advisors: their contacts, and exactly the sections and entities each may see.
plannedFamily spaces
R
RegevOwner · sees everything
A
AnneOwner · sees everything
B
BarakOwn space, own tools
V
VeredOwn space, own tools
Each space is a private area its owner can connect an agent to and build in, without touching anyone else's. What you put in yours is yours.