William Johnson
Activewilliam.johnson@retirement.com
Total Estate Value
$1.80M
Active Vaults
2
Beneficiaries
3
Next Check-In
424 days
CurrentAsset Allocation
View DetailsTop Holdings
Municipal Bond Portfolio
municipal_bond
$600K
600 units
Dividend Stock Portfolio
other_stock
$450K
10000 shares
Florida Retirement Condo
residential
$380K
1 property
Treasury Inflation-Protected Securities
treasury_bond
$250K
250 units
Stable Income Fund
lending
$120K
120000 aUSDC
Estate Vaults
Add VaultLegal Documents
Last Will and Testament
Updated 2026-01-05
Living Trust Agreement
Updated 2025-04-24
Power of Attorney
Updated 2025-04-24
Healthcare Directive
Updated 2026-01-05
Client Details
Address
555 Retirement Ave, Phoenix, AZ 85001
Client Since
2025-04-24
Estate Name
Johnson Retirement Estate
Notes
Retirement-focused estate with age-gated distributions for grandchildren. Conservative investment strategy with income-generating assets.
Beneficiaries
ManageThomas Johnson
grandchild
Sarah Johnson
grandchild
Robert Jr. Johnson
child
Recent Activity
Check-in completed
Monthly liveness check
Asset updated
Municipal Bond Portfolio value refreshed
Vault created
Johnson Retirement Estate established
Check-In Status
Current