Reports

• Quick Start Guide
  Short guide to navigating the BurnRate demo and reading the scenario outputs.
• Executive Summary
  High-level overview of the strategic plan and key decisions.
• Decision Timeline
  Chronological timeline of upcoming decisions and deadlines.
• Decision Flowchart
  Mermaid flowchart showing the major planning sequence and branch points.
• Trustee Cheat Sheet
  One-page reference card for day-to-day trustee responsibilities.
• Questions Tracker
  Sanitized checklist of open advisor, facility, and execution questions.

• Demo Sequestration Report
  Summary of the BurnRate demo sequestration and VM validation regimen.

• Strategic Plan: Goals and Maneuvers
  Full strategic plan with goals, maneuvers, and contingencies.
• Inheritance Equity Analysis
  Abbreviated equation-based summary of the estate equalization logic.
• MAPT Benefits and Responsibilities
  Short explainer of the protection trust role, mechanics, and trustee duties.
• SNT Benefits and Responsibilities
  Short explainer of the special-needs trust role, protections, and trustee duties.