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Advisor tool — internal

Legacy Binder Builder

Enter a client’s complete financial record — including their TTCM accounts — and generate the branded Legacy Binder PDF on the spot. This is the full-record companion to the client-facing Wealth Record intake; there is no email gate and nothing is captured as a lead. Money fields are dollar amounts; leave blank for zero.

Live net-worth preview (death benefits excluded)
Net worth
$0
Assets
$0
Liabilities
$0
TTCM annual income
$0
Death benefit
$0

Client

The household this binder is for. Advisor name, phone, email, and the confidentiality note use the firm defaults.

TTCM investment accounts

The section the prospect intake omits. Pull value and annual income straight from the client’s latest TTCM income report — one row per account.

Outside accounts

Bank, brokerage, retirement, and HSA accounts held away from TTCM.

Real estate

Every property the client owns, its estimated value, and any mortgage.

Insurance & annuities

Life, long-term-care, umbrella, and annuity policies. Death benefits are listed but not counted as a living asset; cash value is.

Private & business interests

Private equity, LLC interests, restricted stock, and other illiquid holdings. No private interests? Leave this empty.

No private or business interests? Skip this section.

Liabilities

Mortgages, HELOCs, and loans. (Mortgages can also be captured on the property row.)

Estate documents & where they live

The will, trust, powers of attorney, and where the originals are kept.

Who to call

The advisor, attorney, CPA, executor/trustee, and insurance agent.

Open action items

The open loose ends — things to confirm, retitle, or update. One per line.

No open items? Leave this empty.

Internal. Generates and downloads the branded PDF — no lead is captured.

T&T Capital Management is an SEC-registered investment adviser (CRD #158407). The Legacy Binder is a personal financial record compiled from figures provided by the family; it is not legal or tax advice and does not replace a will, trust, or the client’s attorney and CPA.