PillarItemOwnerTargetPriorityStatus
Estate
Execute updated Joint Revocable Trust + pour-over wills
Clients + attyJul 31, 2026
High
Pending
Estate
Re-title brokerage and Roth IRAs into trust + confirm TOD beneficiaries
Lindy + custodianAug 15, 2026
High
Pending
Estate
Update guardianship designations for minor children
ClientsJul 31, 2026
High
Pending
Portfolio
Open & fund family HSA ($8,750) — invest after 1 month
ClientsJul 15, 2026
High
Pending
Portfolio
Execute backdoor Roth contributions (his + her, $14K combined)
LindyJul 31, 2026
Medium
Pending
Portfolio
Solo 401(k) deferrals on payroll ($24.5K) + Q4 employer ($47.5K)
Clients + payrollOngoing / Dec 31
High
In progress
Portfolio
Harvest AGG/MUB/VWO losses (~$20K); deploy to swap partners
LindyJul 31, 2026
Medium
Pending
Portfolio
Trim single-stock concentration (AAPL/MSFT 1% lots)
LindySep 30, 2026
Medium
Pending
Tax
File CA PTET election + remit June payment ($65,100)
CPAJun 15, 2026
High
Pending
Risk
Quote umbrella policy increase from $2M to $5M
LindyAug 31, 2026
Medium
Pending