Twelve entities, four generations, one inbox.
Digital Twin Pro is a small box that lives in your office. Inside is your assistant — an assistant who preps the meetings, pulls the documents, drafts the letters, and watches the dates. Every decision stays with the family and their advisors.
Just say it. It gets handled.
Tap anything below to see how it goes.
“Prep me for Thursday's family meeting.”
Assistant: Last meeting's decisions, the four open items, and the two questions the trustees raised.
You walk in with the history.
“Find the trust amendment from 2019.”
Assistant: Signed March 14th. It changed the successor clause — that page is flagged.
Decades of paper, one question away.
“What's due in the next 60 days?”
Assistant: Nine dates. Two filings and the schedules are first, all in the same week.
Dates watched, not remembered.
“Draft the letter to the beneficiaries.”
Assistant: Built from your usual form, with this quarter's dates filled in. Yours to review and send.
Your letters, filled in for you.
“Summarize this 90-page report.”
Assistant: Four pages, with the three sections that changed since last quarter. Page numbers on every point.
Read what matters first.
“Call the custodian about the paperwork.”
Assistant: Called. The forms went out today, and they need two signatures back by Friday.
Your assistant makes the call.
“Who has signed and who hasn't?”
Assistant: Eleven of fourteen. The two in Lisbon and one trustee are outstanding.
Signatures chased for you.
“Pull every document for the Harbor entity.”
Assistant: Sixty-two, in date order, with the eight that mention the property flagged.
The file room, sorted in seconds.
A day with your assistant
Five moments from a normal Tuesday.
A brief with your coffee: today's meetings, what's due, whose file needs your eyes.
Thursday's meeting pack is assembled overnight. Two missing signatures are flagged.
It called the custodian, chased the forms, and set the Friday reminder.
A 90-page report comes back as four pages you can bring to the family.
Letters drafted, dates checked, tomorrow's files queued for your review.
What that adds up to
Hours back to the judgment
Finding, assembling, and drafting are handed off — which means more of your day goes to the calls only you can make.
Dates stop surprising you
Filings, renewals, and reporting deadlines are watched, so they arrive early instead of as a same-week scramble.
The family's business stays private
Entities, letters, statements, and family matters sit in the box in your office. It never leaves your home — unless you send something out yourself.
You two get better together
It starts useful. It becomes indispensable.
Search, summaries, drafts. You talk. It learns your entities and your forms.
It knows the family, the advisors, and how your office runs its calendar.
Meeting packs, letters, and date watching happen before you ask. The family and its advisors still decide every move.
The sooner you start, the further ahead you'll be.
What it learns stays yours. It never leaves your home.
Decades of trust documents, statements, and correspondence can be loaded for you as a one-time service. See Life Upload →
One easy decision
$1,699 — once. About $1.55 a day over three years. 30-day home trial, 1-year warranty, real-person setup included.
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