An illustrative exchange. The product answers exactly like this, citations included.
Decades of paper, one question away
Plenty of tools pull figures from statements and tax forms. The record that actually answers questions is everything else — correspondence, deeds, side letters, amendments, minutes — the documents that never fit a spreadsheet.
- Answerable for principals, successors and staff alike
- Every answer carries the page it came from
- Not a page leaves the family's own hardware