wealthschema/archetypes/e-02-estate-planning-client-grantor
E-02Wealth TransferPreservationvery-high tax complexity

Estate Planning Client (Grantor)

HNW individual actively engaged in estate planning, irrevocable trusts, gifting strategies, charitable vehicles.

E-02 is a preservation-phase archetype in WealthSchema's synthetic household data — HNW individual actively engaged in estate planning, irrevocable trusts, gifting strategies, charitable vehicles. It ships in six data bundles covering estate & wealth transfer, client segments, and compliance & audit, used by fintech builders, financial software makers, and compliance teams.

Age Range
55–75
Net Worth
$5M–$30M
Cohort
Wealth Transfer

Schema fields covered

Every E-02 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accreditation.status
accreditation.qp_status
assets.alts.private_equity[]
assets.alts.capital_calls[]

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Download households matching this archetype as part of a Wealth Data Set.

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer