Private file check
Retirement, Special Needs & Succession Preflight
A plan includes retirement accounts, benefits-sensitive beneficiaries, or business interests.
Included in a 30-day PracticeOS trial. No credit card required.
Authorize the file
Confirm your firm may process the documents and that an attorney will review the report.
Upload the record set
Files use signed, expiring upload URLs and remain inside the firm-scoped workspace.
Review each finding
Accept, dismiss, or edit findings before sending any request through Ready.
Documents to include
- 01beneficiary forms
- 02retirement account records
- 03trust documents
- 04benefit notices
- 05entity agreements/cap table
- 06buy-sell and insurance
- 07assignments
Baseline file checks
Each finding stays tied to the supporting document and page.
- Required document matching
- Readability and document quality
- Confidence in each document type
- Values that differ across documents
- Requested facts with supporting pages
Named checks in this Preflight
Automated checks run from extracted, page-linked facts. Source-dependent branches run only when the current rule inputs are attached. Attorney-only items arrive with their evidence for a recorded decision.
3 automated · 2 attorney
- 01classify beneficiary and RMD regimeAttorney decision
- 02compare trust terms/designationsRuns on the file
- 03flag benefits-sensitive distributionsAttorney decision
- 04compare entity transfer restrictions and succession fundingRuns on the file
- 05identify document conflictsRuns on the file
Sources for attorney review
Confirm the version and effective date that govern the matter.
File availability
Do not upload protected health information. DocketBuddy does not offer a BAA or claim a HIPAA-compliant environment.
Read the complete Preflight data pathStaff at the firm
Send this review plan to the attorney
The public link includes this document list and named checks. It contains no client facts or Workpaper answers.
30-day PracticeOS trial
Run this file check in your trial
No credit card is required. The selected Preflight stays attached through sign-in and opens in the private firm workspace.