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by KeenEthics
Centry Global Estate Planner icon

Centry Global Estate Planner

By RUPERT WILLIAM BARKSFIELD

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Overview

Build an international ownership picture, preserve original currencies and ownership shares, compare manually recorded estate intentions, and organise property chronology, family handover, gifts and specialist requirements. Reviews supplied facts and documents without determining legal validity or claiming provider matching. Work through supplied facts in the conversation or optional interactive workspace. Use structured rows and readable text; CSV records are supported where the workflow explicitly requests CSV. Complex PDFs, images and scanned records need verified transcription. Export a plain-text pack for your own review. Recorded intentions are not authenticated wills. No succession-law, tax, professional matching or transfer conclusion. Unconverted native amounts remain separate. No legal-validity, succession-law or tax determination. No verified provider directory is connected; no matching or market-wide comparison. Text and table review only; no OCR, registry, account or original-document authentication. Native values and optional dated FX rates are user assumptions; unconverted values are never silently aggregated. Comparisons use manually entered estate rows with referenced text; document text is not semantically authenticated. Use fictional examples or redacted records; do not provide passwords, signing secrets, account numbers or government identifiers. No account connection or financial execution is included. Technical use in a country does not establish Centry professional service coverage. Centry does not provide US tax advice. An optional first-party Centry consultation link is available by choice; the plugin does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

Tools

analyse_family_office_planner

ChatGPT
Use this when a user wants to organise cross-border family assets, compare supplied estate records, prepare a handover or gifting brief, or specify private-office adviser needs. Do not claim legal validity, tax advice, verified provider matching or execute transactions. Use only when required facts have been supplied; do not guess missing amounts, dates, source evidence or rates. Returns evidence, assumptions and unsupported cases.

export_family_office_planner

ChatGPT
Prepare a plain-text review pack from supplied facts, assumptions, source references and proposed next steps. Supplied inputs are processed by this server to generate the pack. Does not email, submit, book, or send the pack to an adviser or another party.

open_family_office_planner

ChatGPT
Open the interactive Centry Global Estate Planner workspace. Use this when a user wants to organise cross-border family assets, compare supplied estate records, prepare a handover or gifting brief, or specify private-office adviser needs. Do not claim legal validity, tax advice, verified provider matching or execute transactions. Ask for facts before calculating; fictional examples are opt-in.

Capabilities

Interactive

Example Prompts

Click any prompt to copy it.

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