Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Review pack: Marchetti-Oyelaran family

2:30, Marchetti-Oyelaran estate call. The new power of attorney; who the firm may speak to.

Channel: email (Firm default)
Best time: Weekday mornings, G. on the line (Client setting)
Notes: full (Firm default)
Escalate unsigned forms after: 14 days (Firm default)

All settings and where they come from

Briefing: what has changed, what is inferred, and what could not be established

G. Marchetti (68), F. Oyelaran (41), L. Marchetti (39) · $5M+ · $6.9M · last contact: Call, 45 days ago, g. asked about updating beneficiaries; said f. would follow up

Section order: Advisor setting.

Decisions to make

No product decisions pending.

Goals with a gap

For the next generation $0 of $1.5M. Stated intent: equal treatment of L. and F., not yet documented

What has changed

Someone new wants to act on G.'s account; the estate wishes are not written down

Open items

escalated Beneficiary designation update (44 days)
escalated Trusted contact designation (44 days)
Advisor Confirm the power of attorney with G. directly, by phone on the number on file (due today)
Client service associate Ask Legal whether the POA is on the firm's form (due in 1 days)

Talking points

Open with what has changed since the last conversation
Walk through the goals that have a gap
Agree who does what on the open items

Documents to have to hand

Account review and documentation procedure (procedure extract)

Everything in this pack comes from the client file. Nothing is generated.