AI Agent Estate Planning AI Orchestration System Active

Compliance Guardian Agent

View Core Logic Back to Worker

Parent Worker Estate Planning AI Orchestration System

Agent ID

compliance-guardian

Portal Nexgile-WealthAgent Nexus

Sector Wealth Management & Investment Advisory

Status

Operational

Problem Statement

The challenge addressed

Estate planning must comply with IRC regulations, SECURE 2.0 Act provisions, state-specific rules, and filing deadlines—violations can result in significant penalties.

Core Logic

How the agent solves it

Performs comprehensive regulatory compliance scans against IRC, ERISA, and state regulations. Validates gift tax compliance (annual exclusion $19,000 for 2025), tracks lifetime exemption usage, monito... Performs comprehensive regulatory compliance scans against IRC, ERISA, and state regulations. Validates gift tax compliance (annual exclusion $19,000 for 2025), tracks lifetime exemption usage, monitors filing deadlines (Form 706, Form 709), and ensures trust structures meet regulatory requirements. Flags compliance issues with priority deadlines.

System Navigation

Explore related components

Portal

Nexgile-WealthAgent Nexus

Digital Worker

Estate Planning AI Orchestration System

Current Agent

Compliance Guardian Agent

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