Research
We measured the problem before we built for it.
The Wealth Transfer Institute is the research branch of Six Clerks. Report One is an empirical study of the trust certification forms institutions actually use.
institutional forms collected from banks, brokerages, credit unions, insurers, title companies and government agencies
duplicates among them
pages for the same underlying task
What Report One found
Institutions solve the same problem in incompatible ways.
The forms collect statements from trustees. They rarely check them against the trust.
Institutions rely on what the form says, so errors on the form become the institution's errors.
A certification describes one moment. Trustees change, and the file on record often doesn't.
Wealth Transfer Institute
The full report and ongoing findings are published by the Wealth Transfer Institute.