Your legacy deserves more than a generic template
Protect Your Legacy.
Secure Your Family's Future.
Estate planning isn't just for the ultra-wealthy. Perpetual Wealth helps you understand what's at risk, organize what matters, and identify smart planning strategies, so you can protect your family and reduce unnecessary taxes.
Will & Trust
Understand and structure key estate documents
Beneficiary Review
Spot gaps and outdated designations
Estate Tax Planning
Identify strategies to reduce estate tax exposure
Family Protection
Plan for guardianship and care preferences
Legacy Protection
Real-time estate analysis
Estate Documents
Living Trust
complete
Healthcare POA
complete
Beneficiary Forms
attention
Life Insurance
pending
Protection Score
2 items need attention
Protected Beneficiaries
You
Estate Owner
Spouse
Co-Owner
Emma
Beneficiary
James
Beneficiary
AI Insight
James's beneficiary designation needs review — current forms may not reflect your intended distribution.
AI-Guided Document Creation
Creating a will doesn't have to be complex or confusing. Perpetual Wealth guides you through key decisions, helps organize the information that matters, and explains common legal concepts in clear, plain language, so you can move forward with confidence.
- ✓State-specific document templates
- ✓Plain-language legal guidance
- ✓Secure digital storage
Personal Information
Pending
Asset Inventory
Pending
Beneficiary Designations
Pending
Guardian Selection
Pending
Beneficiary Guidance
Our system highlights common beneficiary planning gaps and explains how different designation choices can affect how wealth is passed on.
- ✓Intelligent beneficiary guidance
- ✓Contingent planning insights
- ✓Periodic review reminders
401(k)
Fidelity
Life Insurance
Northwestern
Roth IRA
Vanguard
Brokerage
Charles Schwab
Insight: Life insurance beneficiary may need review—current designation appears outdated.
Understand Your Estate Tax Exposure
Estate tax rules can be complex and vary by state. Our AI will help you understand potential estate tax implications, explore common planning concepts, and prepare informed questions to discuss with your estate planning attorney.
- ✓Educational tax exposure estimates
- ✓Common gifting strategy concepts explained
- ✓Discussion prompts for your attorney
Estimated Estate Value
$4.2M
Federal Exemption
$13.61M
31% of Federal Exemption Used
$0
Federal Tax Due
$168K
State Tax (OR)
Concept to Explore: Annual gifting strategies may help reduce state estate tax exposure over time.
Don't Leave Your
Legacy to Chance.
The Solomon AI concierge analyzes your complete financial picture and delivers a personalized estate plan, protecting your family and preserving your wealth.
Educational purposes only. Not legal or tax advice.