Can AI help inventory estate assets?

Yes. Sqyro's NLP parser extracts asset information from client descriptions automatically, categorizes them across 8 categories, and calculates gross estate with cent-level precision.

Organize Every Asset — Real Estate to Digital Accounts

Build a structured asset inventory from conversation or uploads

firmestate planning

Sqyro's asset inventory system categorizes estate assets across 8 categories with NLP extraction from client descriptions, automatic ownership classification, and gross estate calculation. Sqyro processes asset information with cent-level precision — essential for accurate estate tax calculations and trust funding analysis.

Sqyro's estate planning asset inventory categorizes assets across 8 categories (real estate, financial accounts, business interests, personal property, digital assets, insurance, retirement accounts, intellectual property) with ownership classification and gross estate calculation. The NLP parser extracts asset information from client descriptions automatically. All values are stored in integer cents for precision. Essential for comprehensive estate planning, trust funding analysis, and estate tax calculation.

How Sqyro compares

Manual asset inventories require spreadsheets and hours of data entry. WealthCounsel and ElderCounsel have basic asset tracking but no NLP extraction. Sqyro's NLP parser extracts assets from client descriptions automatically, categorizes across 8 types, and calculates gross estate — in plans starting at $199/month.

How to

1. Tell Sqyro about your client's assets or upload financial statements

Organize Every Asset — Real Estate to Digital Accounts

How Sqyro compares

How to

Common questions

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