Private file check
Estate Tax, Portability & Gift Preflight
A taxable estate/gift screen or portability deadline creates a filing question.
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
- 01asset valuations
- 02ownership and debt records
- 03prior gift returns
- 04gift ledger/appraisals
- 05marital/charitable documents
- 06draft Forms 706/709
- 07extensions and filing proof
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.
4 automated · 2 attorney
- 01reconcile gross estate/giftsRuns on the file
- 02calculate filing deadlinesRuns on the file
- 03map annual exclusions and gift splittingAttorney decision
- 04check portability requirementsRuns on the file
- 05identify state filing nexusAttorney decision
- 06check return-support completenessRuns on the file
Sources for attorney review
Confirm the version and effective date that govern the matter.
File availability
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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.