Multi-Generational

Legacy & Estate Vault

Trust architecture, beneficiary audit, step-up basis planner, GST allocation, digital-asset inventory — ranked by dollar impact and creditor protection.

Heirs / dependents

Legacy wishes

No profile — complete assessment.

Elite

You're on Free

Elite tool

Unlock Legacy & Estate Vault

Family-office grade. Upgrade to Elite — $229/mo — to run this tool and everything below it.

Trust architecture recommendations
Beneficiary + POA audit
Estate & gift tax exposure calculator

Upgrade to Elite — $229/mo Compare plans

Server also blocks locked tools — this isn't a UI-only guard.

Not financial, tax, legal, or investment advice. Other People's Money (OPM) is an informational and educational software platform. All strategies, projections, scores, and AI-generated outputs are illustrative only and do not constitute an offer, solicitation, recommendation, or fiduciary advice. Tax, legal, lending, and estate strategies vary by jurisdiction and personal circumstance — consult a licensed CPA, attorney, or registered advisor before acting. Past performance and modeled scenarios do not guarantee future results.

OPM

Home
Plays
Score
Portfolio
Chat