For your attorney
Personal
Person
As of Nov 10, 2026 · Prepared with xutz · Demo data: every name and figure is fictional · Figures marked est. are estimates
- Owns
- $1,921,907
- Owes
- $879,887
- Net
- $1,042,019
- Kind
- Person
- Taxable estate
- Inside
- Documents
- 1
01
What it owns
Latest synced values; cost basis where on file
| Holding | Class | Account | Value | Cost basis |
|---|---|---|---|---|
| Primary Residence | Real estate | Zillow estimate | $1,628,693 | $1,250,000 |
| Marcus High-Yield Savings | Cash | Marcus | $116,473 | — |
| Bitcoin | Crypto | Coinbase | $92,828 | $15,800 |
| Model Y | Vehicles | KBB estimate | $33,764 | $58,000 |
| Angel — Seed Round | Private | AngelList | $29,567 | $25,000 |
| Chase Total Checking | Cash | Chase | $13,562 | — |
| Ethereum | Crypto | Coinbase | $6,125 | $3,000 |
| Chainlink | Crypto | Coinbase | $410 | — |
| Uniswap | Crypto | Coinbase | $260 | — |
| Polygon | Crypto | Coinbase | $95 | — |
| Example Pixel #4021 | Crypto | Coinbase | $80 | — |
| Shiba Inu | Crypto | Coinbase | $38 | — |
| Pepe | Crypto | Coinbase | $12 | — |
| Total | $1,921,907 |
02
What it owes
| Debt | Class | Balance |
|---|---|---|
| Home Mortgage | Mortgages | $877,297 |
| Amex Platinum | Credit cards | $2,251 |
| Joint Checking | Loans | $340 |
| Total | $879,887 |
03
By class
| Class | Value | Share |
|---|---|---|
| Real estate | $1,628,693 | 84.7% |
| Cash | $130,035 | 6.8% |
| Crypto | $99,848 | 5.2% |
| Vehicles | $33,764 | 1.8% |
| Private | $29,567 | 1.5% |
04
Estate flags
What to settle or confirm
- Counted inside the taxable estate.
- 6 holdings have no cost basis on file (relevant to any step-up or gift).
- Joint Checking: loan terms not entered.
05
Documents in the vault
Filed under this entity
| Document | Uploaded | Size |
|---|---|---|
| Will_and_Testament_2024.pdf | Aug 21, 2024 | 508 KB |