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RS

Robert Smithson

Active

robert.smithson@email.com

+1 (555) 101-1111•MA, USA•0x8626...1199

Total Estate Value

$4.20M

+0.07%

Active Vaults

3

Beneficiaries

3

Next Check-In

439 days

Current

Asset Allocation

View Details
Real Estate
$1.85M44%
Cryptocurrency
$1.33M32%
Other
$520K12%
Other
$500K12%

Top Holdings

Bitcoin Holdings

BTC

$850K

20 BTC

Ethereum Position

ETH

$480K

200 ETH

Boston Townhouse

residential

$1.85M

1 property

Tokenized Apple Stock

AAPL

$520K

3000 shares

Treasury Bonds Portfolio

treasury_bond

$500K

500 units

Legal Entities

View All

Smithson Holdings LLC

LLC • Delaware

Active

1 linked assets

Smithson Family Irrevocable Trust

TRUST • Massachusetts

Active

4 linked assets

Legal Documents

Last Will and Testament

Updated 2025-12-20

active

Client Details

Address

789 Main Street, Boston, MA 02102

Client Since

2025-07-23

Estate Name

The Smithson Family Trust

Notes

Comprehensive family estate with diversified assets including real estate, crypto, and traditional investments. Structured for multi-generational wealth transfer.

Beneficiaries

Manage
ES

Emily Smithson

child

40%
MS

Michael Smithson

child

35%
MS

Margaret Smithson

spouse

25%

Recent Activity

Check-in completed

Monthly liveness check

-503604 minutes ago

Document updated

Last Will and Testament

-482004 minutes ago

Beneficiary verified

Emily Smithson completed zkKYC

-438804 minutes ago

Asset updated

Bitcoin Holdings value refreshed

-522324 minutes ago

Vault created

The Smithson Family Trust established

-266004 minutes ago

Check-In Status

Current
Last activity-522324 minutes ago
Next due439 days
Frequency90 days