Estate-planning verification walk

Five documents are built, critic-vetted, and wired but held at pending_elton_review — the S7 gate blocks delivery until you verify. Walk each one, mark its flags, then export. 54 flags total. Nothing here is customer-live; data is synthetic.

Anatomical Gift
$0 (Free) · 11 ratification flags 0/11 Beneficiary Designation
$29 · 11 ratification flags 0/11 Guardianship — Standalone
$49 · 6 ratification flags 0/6 Guardianship — Testamentary
$49 · 9 ratification flags 0/9 Revocable Living Trust
$399 · 17 ratification flags 0/17

What changed 2026-06-13 — verify these (flag_16 + flag_1 F4 resolved)

You ratified flag_16 (client election) and flag_1 F4 (Option 1). Built, tested (815/815), gates green. These two production-pipeline renders show the NEW behavior the widowed/declaration canonical does not — read them to confirm the wording:

RLT — married (surviving-spouse recital)
flag_1 F4 (Option 1): the married branch now recites the surviving-spouse rights this trust does NOT defeat — KRS 392.020 dower/curtesy, KRS 392.080 renunciation/elective share, KRS 386B.5-040(1)(c) statutory allowances. Read Article VIII, Section 8.4.open ↗ RLT — retitling-required election
flag_16 (Option B): customer chose "in the trust only if actually retitled." Read Article II §2.1 (constitutive) + §2.3 (a listed-but-unretitled asset passes via the pour-over will / KRS Chapter 391). The declaration-method DEFAULT is the main revocable-living-trust.html.open ↗

Cross-cutting decisions (call these out explicitly)

RLT flag_16 — listed-but-never-retitled assets: declaration-method reading (current) vs retitling-constitutive. Different at-death outcomes.
KRS Ch. 392 (RLT flag_1 / F4) — surviving-spouse rights vs trust assets are NOT in the source library; a married settlor can route the whole residual away from a spouse (warning only). Launch gate for RLT.
SB 50 (2026 ch. 134) — codified section numbers + effective date (pull has 386B.___ placeholders).
Enterprise naming — "Elton Johnson" vs "Durward Elton Johnson" across engagement letters (carried since HIPAA).
Q5 supersession — wiring RLT live overrode the earlier "consult-driven surfacing" decision; re-ratify.

Decisions are stored in this browser only. "Copy ALL" assembles every marked flag into text you paste back to Claude.