Document

This API is for the Document resource of the Advisor API on the wealth.com platform. It allows connected systems to programmatically manage documents for a client.

If your API user has access to multiple advisors, include advisor_id and team_id as query parameters on document requests. These client-scoped paths also accept the client's external_id in place of wid — see Addressing a client.

All client document operations accept M2M bearer tokens. See M2M Authentication.

GETadvisor-api.wealth.com/v1/clients/{wid}/documents
GETadvisor-api.wealth.com/v1/clients/by-external-id/{external_id}/documents

List Documents

The List Documents call expects a client wid (or a caller-defined external_id) in the URL. It returns a paginated array of documents for that client. You can optionally filter results by passing a tags query parameter containing a comma-separated list of tag names.

Query Parameters

  • Name
    advisor_id
    Type
    string, optional
    Description

    Required when your API user can access multiple advisors.

  • Name
    team_id
    Type
    string, optional
    Description

    Required when your API user can access multiple advisor teams.

  • Name
    limit
    Type
    integer, optional
    Description

    The number of documents to retrieve. Must be between 1 and 1000.

  • Name
    nextToken
    Type
    string, optional
    Description

    Token for pagination to retrieve the next set of results.

  • Name
    tags
    Type
    string, optional
    Description

    Optional comma-separated list of tag names to filter by, for example tags=current,funded.

Request

GET
advisor-api.wealth.com/v1/clients/{wid}/documents
  curl --location --request GET 'https://advisor-api.wealth.com/v1/clients/2d6fb3ee-1617-4ee2-b402-6dd0e4449c85/documents?limit=10&tags=current,funded' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Documents retrieved successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing or invalid request parameters
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    404
    Type
    Description
    Not Found - Client not found
  • Name
    422
    Type
    Description
    Unprocessable Entity - Request could not be processed
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

List All Documents Response Object

  • Name
    documents
    Type
    array
    Description

    An array of document objects. Each object has the same structure as the Get Document response object (except file_status field - for that you'll need to call Get Document individually).

  • Name
    pagination
    Type
    object
    Description

    Pagination metadata for the response.

  • Name
    pagination.total_count
    Type
    integer
    Description

    The total number of documents available.

Response

{
   "documents": [
       {
           "wid": "786bb91c-35ec-49bb-bc28-1d2930d7db6a",
           "vault_id": "67bd31f5-9398-5ce8-cd39-2e4041e8db7b",
           "name": "jane-doe-trust",
           "extension": "pdf",
           "description": "Jane Doe Trust",
           "category": "estate_planning",
           "sub_category": "revocable_trusts_and_supporting_documents",
           "tags": ["funded"],
           "creation_date": "2024-02-03T14:15:22Z",
           "modification_date": "2024-02-07T09:33:15Z"
       },
       {
           "wid": "786bb91c-35ec-49bb-bc28-1d2930d7db6a",
           "vault_id": "53ac20e4-8287-4bd7-b7e7-8f09b056325f",
           "name": "john-doe-slat",
           "extension": "pdf",
           "description": "John Doe SLAT",
           "category": "estate_planning",
           "sub_category": "irrevocable_trusts",
           "type": "slat",
           "tags": ["current", "reviewed"],
           "creation_date": "2024-02-01T07:23:12Z",
           "modification_date": "2024-02-05T02:11:48Z"
       }
   ],
   "pagination": {
       "total_count": 25
   }
}
POSTadvisor-api.wealth.com/v1/clients/{wid}/documents
POSTadvisor-api.wealth.com/v1/clients/by-external-id/{external_id}/documents

Upload Document

The Upload Document call expects a client wid (or a caller-defined external_id) in the URL and a JSON request body describing the document metadata. A new or retryable upload response includes an upload_uri; use it to upload the file content as described in Using Upload URI.

Upload Document Request Object

  • Name
    external_id
    Type
    string (Max 255), optional
    Description

    A caller-defined identifier for this document, used as an idempotency key within the client or top account. Repeating the request with the same external_id and document identity returns the existing vault_id. The response includes a new upload_uri only if the file still needs to be uploaded or retried; completed documents cannot be overwritten through a replay. If this route contains an external_id path parameter, the path value identifies the client and this body value identifies the document.

  • Name
    name
    Type
    string (Max 200)
    Description

    The file name of the document to be uploaded.

  • Name
    extension
    Type
    string (Max 32)
    Description

    The file extension of the document to be uploaded. See File Upload Requirements for supported extensions.

  • Name
    description
    Type
    string (Max 2000), optional
    Description

    The description for the document.

  • Name
    category
    Type
    string enum
    Description

    The category for the document. See Category Sub-Category Type Values for enum values.

  • Name
    sub_category
    Type
    string enum
    Description

    The sub-category for the document. See Category Sub-Category Type Values for enum values.

  • Name
    type
    Type
    string enum, optional
    Description

    The type for the document. See Category Sub-Category Type Values for enum values.

  • Name
    tags
    Type
    string array, optional
    Description

    An array of tag names to associate with the document. See Supported Tag Values for the built-in values documented by this API. If any supplied tag is not valid for the current account context, the request returns 400 Invalid tags: ....

  • Name
    start_ester_job
    Type
    boolean, optional
    Description

    When true, estate document analysis starts after the file is uploaded. The response includes correlation_id. Completion is delivered as EsterJobCompleted.

  • Name
    start_tax_job
    Type
    boolean, optional
    Description

    When true, tax document analysis starts after the file is uploaded. The response includes correlation_id. Completion is delivered as TaxJobCompleted. Cannot be combined with start_ester_job. Sending both returns 400.

Request

POST
advisor-api.wealth.com/v1/clients/{wid}/documents
  curl --location 'https://advisor-api.wealth.com/v1/clients/2d6fb3ee-1617-4ee2-b402-6dd0e4449c85/documents' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx' \
    --data-raw '{
        "external_id": "partner-document-123",
        "name": "john-doe-slat",
        "extension": ".pdf",
        "description": "John Doe SLAT",
        "category": "estate_planning",
        "sub_category": "irrevocable_trusts",
        "type": "slat",
        "tags": ["current", "reviewed"]
    }'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Document metadata created or replayed; an upload URI is returned when file upload is still required
  • Name
    400
    Type
    Description
    Bad Request - Missing required fields or invalid document metadata
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    409
    Type
    Description
    Conflict - The supplied document external_id is already associated with different document metadata
  • Name
    422
    Type
    Description
    Unprocessable Entity - Request could not be processed
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure
  • Name
    503
    Type
    Description
    Service Unavailable - A concurrent request prevented the document from being created; retry the request

Upload Document Response Object

  • Name
    wid
    Type
    string (Max 64)
    Description

    Wealth.com unique identifier for the top account.

  • Name
    vault_id
    Type
    string (Max 64)
    Description

    Wealth.com unique identifier for the document.

  • Name
    upload_uri
    Type
    string (Max 2000), optional on replay
    Description

    A secure link to upload the file. Omitted when an idempotent replay finds that the document upload is already complete. See Using Upload URI for detailed upload instructions.

  • Name
    correlation_id
    Type
    string, optional
    Description

    Present when start_ester_job or start_tax_job is true. Identifies this analysis run. The same value is sent as Payload.CorrelationId on the completion webhook.

Response

{
   "wid": "786bb91c-35ec-49bb-bc28-1d2930d7db6a",
   "vault_id": "53ac20e4-8287-4bd7-b7e7-8f09b056325f",
   "upload_uri": "https://vault.files.wealth.com/upload/..."
}
GETadvisor-api.wealth.com/v1/clients/{wid}/documents/{vault_id}
GETadvisor-api.wealth.com/v1/clients/by-external-id/{external_id}/documents/{vault_id}

Get Document

The Get Document call expects a client wid (or a caller-defined external_id) and document vault_id in the URL. Once document metadata exists, this endpoint returns 200 throughout the upload lifecycle. A 404 means the client or document metadata does not exist or has been deleted.

Query Parameters

  • Name
    advisor_id
    Type
    string, optional
    Description

    Required when your API user can access multiple advisors.

  • Name
    team_id
    Type
    string, optional
    Description

    Required when your API user can access multiple advisor teams.

  • Name
    include_ester_outputs
    Type
    boolean, optional
    Description

    When true on an estate planning document, the response includes ester_outputs and flowchart_pdf_download_uri when those artifacts exist.

Request

GET
advisor-api.wealth.com/v1/clients/{wid}/documents/{vault_id}
  curl --location --request GET 'https://advisor-api.wealth.com/v1/clients/2d6fb3ee-1617-4ee2-b402-6dd0e4449c85/documents/53ac20e4-8287-4bd7-b7e7-8f09b056325f' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Document retrieved successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing required path parameters
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    404
    Type
    Description
    Not Found - Client or document not found
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

Get Document Response Object

  • Name
    wid
    Type
    string (Max 64)
    Description

    Wealth.com unique identifier for the top account.

  • Name
    vault_id
    Type
    string (Max 64)
    Description

    Wealth.com unique identifier for the document.

  • Name
    name
    Type
    string (Max 200)
    Description

    The file name of the document.

  • Name
    extension
    Type
    string (Max 32)
    Description

    The file extension of the document. See File Upload Requirements for supported extensions.

  • Name
    description
    Type
    string (Max 2000), optional
    Description

    The description for the document (if provided).

  • Name
    category
    Type
    string enum
    Description

    The category for the document. See Category Sub-Category Type Values for enum values.

  • Name
    sub_category
    Type
    string enum
    Description

    The sub-category for the document. See Category Sub-Category Type Values for enum values.

  • Name
    type
    Type
    string enum, optional
    Description

    The type for the document (if provided). See Category Sub-Category Type Values for enum values.

  • Name
    tags
    Type
    string array, optional
    Description

    An array of tag names associated with the document. See Supported Tag Values for the built-in values documented by this API.

  • Name
    creation_date
    Type
    ISO 8601 date-time
    Description

    The UTC timestamp when the document was created within the Wealth.com Vault.

  • Name
    modification_date
    Type
    ISO 8601 date-time
    Description

    The UTC timestamp when the document was last modified within the Wealth.com Vault.

  • Name
    file_status
    Type
    string enum
    Description

    The upload status of the file. Continue polling while it is AwaitingUpload, Processing, or Categorizing. Uploaded is terminal success. Failed means the current upload attempt failed or timed out and can be retried. Possible values are:

    'AwaitingUpload'
'Processing'
'Categorizing'
'Failed'
'Uploaded'
  • Name
    download_uri
    Type
    string, optional
    Description

    A secure presigned URI to download the file. This field is included only when the encrypted file is available. A document in Categorizing may include it.

  • Name
    ester_outputs
    Type
    array, optional
    Description

    Present when include_ester_outputs is true and generated estate analysis documents exist. Flowchart outputs are omitted. Each entry is a pointer. Retrieve the file with Get Document on ester_outputs.vault_id, then a plain GET on that response's download_uri.

  • Name
    vault_id
    Type
    string
    Description

    Wealth.com unique identifier for the generated document.

  • Name
    type
    Type
    string
    Description

    One of StandardExecSummary, AdvancedExecSummary, Insights.

  • Name
    extension
    Type
    string
    Description

    File extension of the generated document.

  • Name
    creation_date
    Type
    ISO 8601 date-time
    Description

    The UTC timestamp when the generated document was created.

  • Name
    modification_date
    Type
    ISO 8601 date-time
    Description

    The UTC timestamp when the generated document was last modified.

  • Name
    flowchart_pdf_download_uri
    Type
    string, optional
    Description

    Present for an estate planning document when include_ester_outputs is true and a disposition flowchart PDF exists. A plain GET on the URI returns the file.

  • Name
    tax_artifact_download_uri
    Type
    string, optional
    Description

    Present for a tax document when a generated tax artifact PDF exists. A plain GET on the URI returns the file.

  • Name
    tax_artifact
    Type
    object, optional
    Description

    The tax analysis JSON, when available for a tax document. The PDF is tax_artifact_download_uri.

Response

{
   "wid": "786bb91c-35ec-49bb-bc28-1d2930d7db6a",
   "vault_id": "53ac20e4-8287-4bd7-b7e7-8f09b056325f",
   "name": "john-doe-slat",
   "extension": "pdf",
   "description": "John Doe SLAT",
   "category": "estate_planning",
   "sub_category": "irrevocable_trusts",
   "type": "slat",
   "tags": ["current", "reviewed"],
   "creation_date": "2024-02-01T07:23:12Z",
   "modification_date": "2024-02-05T02:11:48Z",
   "file_status": "Uploaded",
   "download_uri": "https://vault.files.wealth.com/download/..."
}
PATCHadvisor-api.wealth.com/v1/clients/{wid}/documents/{vault_id}
PATCHadvisor-api.wealth.com/v1/clients/by-external-id/{external_id}/documents/{vault_id}

Update Document

The Update Document call expects a client wid (or a caller-defined external_id) and document vault_id in the URL. The request body may contain any supported mutable document metadata fields.

If an upload has file_status: Failed, or has file_status: AwaitingUpload and its previous upload_uri has expired, call this endpoint for the existing vault_id to obtain a new upload_uri instead of creating another document. Send an empty JSON object when no metadata changes are needed, then PUT the file to the replacement URI.

Update Document Request Object

  • Name
    name
    Type
    string (Max 200), optional
    Description

    The file name of the document.

  • Name
    extension
    Type
    string (Max 32), optional
    Description

    The file extension of the document. See File Upload Requirements for supported extensions.

  • Name
    description
    Type
    string (Max 2000), optional
    Description

    The description for the document.

  • Name
    category
    Type
    string enum, optional
    Description

    The category for the document. See Category Sub-Category Type Values for enum values.

  • Name
    sub_category
    Type
    string enum, optional
    Description

    The sub-category for the document. See Category Sub-Category Type Values for enum values.

  • Name
    type
    Type
    string enum, optional
    Description

    The type for the document. See Category Sub-Category Type Values for enum values.

  • Name
    tags
    Type
    string array, optional
    Description

    An array of tag names to associate with the document. See Supported Tag Values for the built-in values documented by this API. If any supplied tag is not valid for the current account context, the request returns 400 Invalid tags: ....

Request

PATCH
advisor-api.wealth.com/v1/clients/{wid}/documents/{vault_id}
  curl --location 'https://advisor-api.wealth.com/v1/clients/2d6fb3ee-1617-4ee2-b402-6dd0e4449c85/documents/53ac20e4-8287-4bd7-b7e7-8f09b056325f' -X PATCH \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx' \
    --data-raw '{
        "name": "john-doe-slat-revised",
        "description": "John Doe SLAT Revised",
        "tags": ["current", "ready-to-publish", "reviewed"]
    }'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Document updated successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing required path parameters or invalid document metadata
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    404
    Type
    Description
    Not Found - Client or document not found
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    422
    Type
    Description
    Unprocessable Entity - Request could not be processed
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

Update Document Response Object

  • Name
    wid
    Type
    string (Max 64)
    Description

    Wealth.com unique identifier for the top account.

  • Name
    vault_id
    Type
    string (Max 64)
    Description

    Wealth.com unique identifier for the document.

  • Name
    name
    Type
    string (Max 200)
    Description

    The file name of the document.

  • Name
    extension
    Type
    string (Max 32)
    Description

    The file extension of the document. See File Upload Requirements for supported extensions.

  • Name
    description
    Type
    string (Max 2000), optional
    Description

    The description for the document (if provided).

  • Name
    category
    Type
    string enum
    Description

    The category for the document. See Category Sub-Category Type Values for enum values.

  • Name
    sub_category
    Type
    string enum
    Description

    The sub-category for the document. See Category Sub-Category Type Values for enum values.

  • Name
    type
    Type
    string enum, optional
    Description

    The type for the document (if provided). See Category Sub-Category Type Values for enum values.

  • Name
    tags
    Type
    string array, optional
    Description

    An array of tag names associated with the document. See Supported Tag Values for the built-in values documented by this API.

  • Name
    creation_date
    Type
    ISO 8601 date-time
    Description

    The UTC timestamp when the document was created within the Wealth.com Vault.

  • Name
    modification_date
    Type
    ISO 8601 date-time
    Description

    The UTC timestamp when the document was last modified within the Wealth.com Vault.

  • Name
    upload_uri
    Type
    string (Max 2000)
    Description

    A secure link to upload a new file. See Using Upload URI for detailed upload instructions.

DELETEadvisor-api.wealth.com/v1/clients/{wid}/documents/{vault_id}
DELETEadvisor-api.wealth.com/v1/clients/by-external-id/{external_id}/documents/{vault_id}

Delete Document

The Delete Document call expects a client wid (or a caller-defined external_id) and document vault_id in the URL.

Request

DELETE
advisor-api.wealth.com/v1/clients/{wid}/documents/{vault_id}
  curl --location --request DELETE 'https://advisor-api.wealth.com/v1/clients/2d6fb3ee-1617-4ee2-b402-6dd0e4449c85/documents/53ac20e4-8287-4bd7-b7e7-8f09b056325f' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Basic xxxxxxxxxxxxx'

HTTP Status Codes

  • Name
    200
    Type
    Description
    Success - Document deleted successfully
  • Name
    400
    Type
    Description
    Bad Request - Missing required path parameters
  • Name
    403
    Type
    Description
    Forbidden - Access denied
  • Name
    404
    Type
    Description
    Not Found - Client or document not found
  • Name
    405
    Type
    Description
    Method Not Allowed - Unsupported method for this path
  • Name
    500
    Type
    Description
    Internal Server Error - Unexpected server-side failure

Delete Document Response Object

  • Name
    message
    Type
    string, optional
    Description

    Error message (if any).

Response

{
   "message": "Vault doesn't exist"
}
PUTvault.files.wealth.com/upload/...

Using Upload URI

After creating a document using the Upload Document endpoint or updating a document using the Update Document endpoint, you'll receive an upload_uri in the response. Send the file content directly to this temporary upload URL. The URL authorizes the upload, so the PUT request does not require an Authorization header or other Advisor API credentials.

Upload Process

  1. Create/Update Document: First, create or update a document using the respective API endpoints to get an upload_uri
  2. Upload File Content: Use the upload_uri with an unauthenticated PUT request to upload the actual file content
  3. Verify Upload: Poll the Get Document endpoint until file_status is Uploaded or Failed. Uploaded is terminal success. If the attempt is Failed, PATCH the existing document with {} to obtain a replacement upload_uri, PUT the file again, and resume polling.

File Upload Requirements

  • Maximum File Size: 100 MiB (104,857,600 bytes)
  • Supported File Extensions: .bmp, .png, .jpg, .jpeg, .pdf, .doc, .docx, .xls, .xlsx, .csv, .tsv, .ppt, .pptx, .key
  • Content-Type Header: Required for PUT uploads. Use the supported value for the file format shown below.
  • Content-Length Header: Required and must equal the file size in bytes. Chunked transfer encoding is not supported. Most HTTP clients, including cURL when using --data-binary @file, set this header automatically.

Content-Type Mappings

File ExtensionContent-Type
.pdfapplication/pdf
.docapplication/msword
.docxapplication/vnd.openxmlformats-officedocument.wordprocessingml.document
.xlsapplication/vnd.ms-excel
.xlsxapplication/vnd.openxmlformats-officedocument.spreadsheetml.sheet
.pptapplication/vnd.ms-powerpoint
.pptxapplication/vnd.openxmlformats-officedocument.presentationml.presentation
.keyapplication/x-iwork-keynote-sffkey
.csvtext/csv
.tsvtext/tab-separated-values
.pngimage/png
.jpgimage/jpeg
.jpegimage/jpeg
.bmpimage/bmp

Upload Example

File Upload

PUT
vault.files.wealth.com/upload/...
  curl --location --request PUT 'https://vault.files.wealth.com/upload/v2_e55995bc-1227-4f10-9f78-b737fba5287d/39405749-021d-4d7e-a1a1-ababb505a5e5?Expires=1757605771&Signature=hLT8xbANPOYo6k0GhTe76izvSLLFBLMqdayK0D1dNhhouFGwgTywfqwXQ7thTtGRcQCX~35aIGhH0ZO1Zs7O2SIRN~2MTuv6-dyc5v-~P3xgGZUbfo~hW8tbhKZp-F5bDz2dTezkyT-PDZZjfsW5qM~0NbsJn3Ag0w0mhFPFVPlh1LeAJbKl9tit8uA9ZtxagfGvYihr4P3CvcVqKTw51ZrrjMuISnBRWMkBjKx7uox7nyyXXeMPot8dhoPRt4pWLTJKIj3DRDWRdeIcjyCu8irdI4v4uUUn-xJM7Ts5v0bBz3xd2Nv05u9OMp6-3S2ssvVhkhF~9XTMgA00nlW29A__&Key-Pair-Id=K19U4LCWXRW7C3' \
    --header 'Content-Type: application/pdf' \
    --data-binary '@/Users/user/Downloads/sample.pdf'

Important Notes

  • The upload_uri expires after 5 minutes. Use it promptly after receiving it.
  • The upload_uri provides authorization for the upload. Do not send an Authorization header with the PUT request.
  • Supply a document external_id when creating a document so the create request can be retried safely if its response is not received. A matching retry returns the original vault_id; it returns a new upload_uri only while the file still needs to be uploaded or retried.
  • Always include the supported Content-Type header for the uploaded file format.
  • File validation and processing are asynchronous. A successful PUT only confirms that the file was transferred. Poll Get Document until file_status is Uploaded or the current attempt is Failed; retry failed attempts through PATCH.
  • Use download_uri only when it is present. It is omitted until the encrypted file is available, including during file-availability races.

Supported Tag Values

The following built-in tag names are supported across teams and top accounts. Your organization may also have additional team-specific custom tags in Vault, but the values below are the standard tags documented by this API.

Tag NameDescription
currentCurrent
duplicateDuplicate
family-office-reportFamily Office Report
fundedFunded
needs-reviewNeeds Review
not-signedNot Signed
ready-to-publishReady to Publish
reviewedReviewed
snapshot-reportSnapshot Report
supersededSuperseded
unfundedUnfunded

Category Sub-Category Type Values

CategorySub-CategoryType
personal_informationbirth_certificate—
personal_informationdriver_license—
personal_informationpassport—
personal_informationvisa—
personal_informationtsa_pre_global_entry—
personal_informationairline_frequent_flyers—
personal_informationname_change_orders—
personal_informationmedical_identification_cards—
personal_informationmilitary_discharge_papers—
personal_informationpersonal_information_other—
familymarriage_certificate—
familymarital_agreement—
familydivorce_decree—
familydomestic_partnership_certificate—
familyadoption_decree—
familydeath_certificate—
familyfamily_other—
estate_planninglast_will_and_testament—
estate_planningrevocable_trusts_and_supporting_documents—
estate_planningrevocable_trusts_and_supporting_documentspour_over_will
estate_planningirrevocable_trusts—
estate_planningirrevocable_trustsdynasty_trust
estate_planningirrevocable_trustsslat
estate_planningirrevocable_trustsgrat
estate_planningirrevocable_trustsilit
estate_planningirrevocable_trustscrut
estate_planningirrevocable_trustsqprt
estate_planningirrevocable_trustsother
estate_planningliving_will—
estate_planningdurable_power_of_attorney—
estate_planningnomination_of_guardianship—
estate_planningletters_of_intent—
estate_planningpersonal_inventory_list—
estate_planningbeneficiary_designations—
estate_planninginsurance_policies—
estate_planningcharitable_giving—
estate_planningestate_planning_other—
estate_planningpresentation_materials—
estate_planningllc_operating_agreement—
assetsreal_estate_leases_deeds—
assetsinvestments—
assetsstorage_units—
assetssafe_deposit_boxes—
assetsgun_permits—
assetsassets_other—
taxes1099—
taxestax_return_1040—
taxesw2—
taxesk1s—
taxesform_8949_crypto—
taxesform_709_gift_tax_returns—
taxesform_1098s_debt—
taxestaxes_other—
businessemployment_contract—
businessoptions_agreements—
businessndas—
businesspartnership_agreements—
businesscorporations—
businessemployee_benefits—
businessperformance_reviews—
businessbusiness_other—
miscellaneousuncategorized—
miscellaneousmiscellaneous_other—