→ the link goes from this record; ← it comes from the other one. These are the edges the build gives the app. A name in the text is only a match on the words and is never treated as a link.

Comments

Comments are added in the local viewer; this copy is read-only.

Document

documents/trust-agreement-2019.pdf →

documentclean 8 pages

Why it exists

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

mismatch Paragraph 7.2 of the 2019 trust says the cabin is to be sold. The 2023 amendment replaced that paragraph: the cabin goes to the three children, cannot be sold for five years unless all agree, and $60,000 is set aside for it. The amendment is right. The trust also names five grandchildren for the $15,000 gifts; the amendment makes it every grandchild, so June is included.

Story, 2019-05-14: New wills and the Ostrander Family Revocable Trust are signed. Both houses are deeded into the trust.

Story, 2023-10-10: The trust is amended to add the youngest grandchild and to say what happens to the cabin.

Questions that use it

q134 What happens to the cabin when Ray and I are both gone? q135 Who takes over as trustee after the two of us? q136 If Ray could no longer manage things, what would have to happen before I could act for the trust without him? q158 Does June get the same as the other grandchildren under the trust?

In the app

missing

From the app's own code (viewer/app_export.sh): Not made yet: run viewer/app_export.sh retired-couple.

One step out

As the app receives it

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "$type": "n_type_document",
 "id": "n_doc_trust_agreement",
 "createdAt": "1559560980000",
 "name": "Ostrander Family Revocable Trust - our copy, signed May 14, 2019"
}

{
 "$type": "n_type_file",
 "id": "n_doc_trust_agreement_file_1",
 "uri": "persona-file:documents/trust-agreement-2019.pdf",
 "createdAt": "1559561040000",
 "thumbnail_600": "persona-thumb:documents/trust-agreement-2019.pdf",
 "mime_type": "application/pdf"
}

Source

personas/retired-couple/records/documents.yaml:19

- id: doc-trust-agreement
  kind: document
  created: 2019-06-03
  folder: folder-estate
  about: [me, ray]
  name: Ostrander Family Revocable Trust - our copy, signed May 14, 2019