Transfers
Who transferred what, when, and under which instrument.
- Donor and donee
- Property and interest
- Transfer and valuation dates
- Execution and funding
Backed by Y CombinatorRelaw for Tax
Relaw for
Tax
The LegalOS for tax and wealth-transfer counsel. Transfers, prior returns, valuations, notices, advisor decisions, and preparer handoffs stay on one multi-year matter record.
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Sample matter·Firm-owned templates
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White-glove
workspace configuration
Designed workspace
How Relaw runs tax matters.
Common work product
Form 709 information memorandum · Crummey notices · Assignment of Interest · Valuation summary · Gift letter
Examples only. Relaw generates from the firm's own configured Word and PDF templates; no legal forms are bundled.
- 01
The 709 file is the matter.
Donors, donees, split gifts, and appraisals are structured. The memo and the notices pull from that list.
- 02
Crummey rights do not live in a side spreadsheet.
Who must be noticed, and for which transfer, stays on the file with the ILIT and the assignments.
- 03
The advisor call is already in context.
Notetaker joins the CPA or the client. Drafting the next letter does not start from a blank recap.
The single-pane practice
A defensible transaction record across years and advisors.
Wealth-transfer work breaks when legal instruments, prior returns, appraisals, notices, calculations, and advisor decisions live in separate systems. Relaw holds the operational record around the work without pretending to be tax-preparation software.
Work that used to live apart
Gift trackers
Donor, donee, property, date, value, and status
Advisor recap email
CPA, appraiser, trustee, and counsel decisions
Valuation checklists
Engagement, report, support, and final value
Notice logs
Contribution, recipient, delivery, and proof
Return handoffs
Organized source record for the preparer
→
Your sole workspace
Relaw for Tax
Matter record
Email
Calendar
Documents
Meetings
Workflow
Work the matter without opening a separate inbox, calendar, meeting-notes app, template tool, or task board.
Authoritative specialist systems can remain underneath
- Tax modeling
- Forms 709/706/1041 preparation
- Valuation systems
- Entity and cap-table records
The matter lifecycle
Run the whole tax matter here.
The record compounds as the matter moves. Facts, files, decisions, communications, and follow-through do not reset at every stage.
- 01
Assemble
Start with the history, not this year’s transaction.
Collect prior instruments, returns, gifts, exemption history, entity records, valuations, and advisor roles.
In Relaw: The multi-year record remains available when the next cycle begins.
- 02
Design
Keep legal decisions and specialist calculations aligned.
Modeling occurs in appropriate tools while meetings capture alternatives, assumptions, and client decisions.
In Relaw: The rationale and handoffs remain on the legal matter.
- 03
Implement
Track the transaction through execution and funding.
Coordinate instruments, assignments, consents, valuations, notices, and proof.
In Relaw: Every deliverable has an owner, status, source, and next action.
- 04
Hand off
Give the return preparer an organized record.
Prepare firm memoranda, disclosure support, source documents, and filing coordination.
In Relaw: The legal file explains the transaction without preparing the return.
The matter record
Structure the facts the work keeps reusing.
Tax work is not a folder of files. It is a changing set of people, dates, decisions, evidence, and obligations that every later draft depends on.
History & elections
The prior record that informs current legal work.
- Prior returns
- Taxable gifts
- Exemption history
- Elections and amendments
Support & handoffs
The evidence and responsibilities around the transaction.
- Appraisal status
- Notice evidence
- Advisor owners
- Preparer package
Matter-grounded AI
Ask the matter. Not a blank chat.
Intake, vault files, meetings, drafts, email, and matter activity are already in context. Relaw can prepare the next piece of work; the legal team reviews what happens next.
Year-opening review
01Ask Relaw
“Summarize prior transfers, returns, elections, outstanding valuations, and unresolved implementation from the last cycle.”
What you get
Continuity across years without rebuilding the file.
Implementation control
02Ask Relaw
“What remains unsigned, unfunded, unvalued, or undelivered for each transfer?”
What you get
A transaction-level completion queue.
Preparer handoff
03Ask Relaw
“Build the return-preparer brief and attachment index from approved transaction facts and vault documents.”
What you get
An organized information memorandum—not a prepared tax return.
FAQ
Direct answers.
What Relaw is, what it is not, and what clients see.
Relaw's tax workspace is built around wealth-transfer and estate-tax intake: gifts, GST-adjacent planning, and the documents that sit next to a 709. It is not a return-preparation product.
See Relaw for tax.
White-glove setup for gift, 709, and wealth-transfer templates.
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14-day trial after onboarding · Standard from $269/mo annual