AARK™ runs the work of the office, under confirmation.
The agentic AI inside the record. AARK™ reads the instruments, knows what each one
requires, and carries out the work across every Collection the matter reaches. A named person confirms
before anything is written.
72Pre-configured Collection types
30With a Lifecycle Management Plan
~90%Of what an office holds
20%Of administrative work
AARK™ proposes, you confirm, AARK™ runs the work and reports back to you.
Proposes
AARK™ states what it intends to do, which
Collections it will touch, and the authority it relies on
Waits
Nothing is written until a named person confirms.
The decision is recorded either way
Runs
AARK™ carries out the plan across every
Collection the matter reaches
Reports
It returns what it did, with links to verify each
step
Attributes
The audit trail records the confirming user as
the person who completed the work
A distribution request. AARK™ finds the trust, loads its plan, identifies the trustee, the beneficiary and the trust protector, then reaches a point the plan cannot resolve and stops to ask.
Every action is attributed to the person who confirmed it.
AARK™ runs complex plans and simple requests.
iPaladin offers seventy-two pre-configured Collection types, each a workspace built for a kind
of entity, trust, asset or liability. Thirty carry a Lifecycle Management Plan today, and the rest are
coming.
A Lifecycle Management Plan is the full lifecycle of that type: what documents it requires,
what comes due from inception to termination, what AARK™ may propose, and what only a person may
confirm. The plans encode thirty-three years of trusts and estates practice, and each one is versioned and
inspectable.
Simple requests, in one sentence
“What should I prioritize over the next six months?”
“Give me the rundown of the family office.”
“Create an Excel list of our entire Collection hierarchy, thorough and professional looking, to be
shared with clients.”
Not a list. A judgment. Overdue first, then the structural fixes the reviews flagged, then recurring work, then tax season. It notices the Russell Dynasty Trust is classified as a grantor trust while its agreement establishes a non-grantor trust.
A brokerage statement, dropped in with no instruction. AARK™ recognises the account, loads the plan, finds the Investment Account Reconciliation step due March 4, proposes where to file the document and which step it completes, and asks whether to proceed.
Every Lifecycle Management Plan carries its own Collection Review. The Collection is measured
against the plan: the documents on file, the workflows completed, the workflows still pending, the
identity, the authority and the owners.
AARK™ presents the findings for the fiduciary to consider, clarify and edit. Rate a
priority. Mark a finding not applicable to this Collection. Confirm one as a real exception. AARK™
learns the decision and carries it forward to the next review cycle.
Findings arrive for review, not as a verdict. Twenty-one items measured against the plan, with exceptions, not-applicable and non-compliant counted separately.
Page 2 of 7Page 3 of 7Page 4 of 7Page 5 of 7Page 6 of 7Page 7 of 7
On confirmation the report is generated and the exceptions become dated, assigned Tasks.
These reports are access controlled, since they are not needed by the broader set of users.
AARK™ produces the documents the office actually sends.
Ask for output and AARK™ returns finished files in Excel, Word, PowerPoint or PDF: a
memo, a schedule, an enterprise or transaction report, a briefing deck, a process flow chart for a client
presentation.
A process flow chart of the capital call, built from the actual records, with the facts, the actions taken, the approvals required and the reason each control exists.
The report is not a summary of what AARK™ concluded. It is a record of how.
Every finding carries its proof.
Evidence
Each conclusion cites the documents and passages
behind it, and the citations appear on the report
History
Findings are never silently altered or removed.
Revisions are recorded with their reasoning
Verified numbers
Completeness is computed against the
standard's own checklist: compliant, a finding, or explicitly not evaluable
A stated basis
Every report names the standard, and the
version of it, the review was measured against
A second opinion
At a disputed finding, an ambiguous
classification or a high-stakes review nearing completion, AARK™ consults a more capable model
before concluding
Consistency
Two like assets are measured the same way, and
a reviewer's judgment call carries forward to similar assets, visibly and reversibly
Learning
AARK™ learns the office's conventions.
Nothing is remembered without confirmation, and nothing learned in one room appears in another
Endurance
Complete command of the material across long
working sessions, with analysis already performed reused rather than repeated
AARK™ cannot override administrator controls.
User accounts, permissions and system internal controls sit outside what AARK™ can touch.
Those remain with the administrators the office names.
AARK™ holds the same permission boundaries a person does. It cannot grant itself access,
and it cannot see a Collection it has not been given rights to.
Every action stops at a person, and every action is attributed to that person.
