Rajesh Patel
Activerajesh.patel@patelenterprises.com
Total Estate Value
$6.40M
Active Vaults
2
Beneficiaries
4
Next Check-In
422 days
Due SoonAsset Allocation
View DetailsTop Holdings
Patel Enterprises LLC - Founder Shares
private_equity
$3.20M
10000 shares
Manufacturing Facility
commercial
$1.80M
1 property
Business Operating Reserve
other_crypto
$500K
500000 USDC
Key Employee Stock Pool
startup_tokens
$480K
10000 options
Intellectual Property Portfolio
utility_nft
$320K
1 portfolio
Estate Vaults
Add VaultLegal Documents
Last Will and Testament
Updated 2026-02-23
Living Trust Agreement
Updated 2024-12-05
Power of Attorney
Updated 2024-12-05
Healthcare Directive
Updated 2026-02-23
Client Details
Address
999 Enterprise Road, Chicago, IL 60601
Client Since
2024-12-05
Estate Name
Patel Business Succession
Notes
Business succession plan for family enterprise. Complex partnership structures with gradual transfer of ownership.
Beneficiaries
ManagePriya Patel
child
Amit Patel
child
Key Employee Trust
trust
Meera Patel
spouse
Recent Activity
Check-in completed
Monthly liveness check
Asset updated
Patel Enterprises LLC - Founder Shares value refreshed
Vault created
Patel Business Succession established
Check-In Status
Due Soon