# Execution Scorecard: Empty trust tracker

Score: 65/100

Tier: Needs focused validation

Empty trust tracker scores 65/100 for execution readiness. The recommended next step is Recruit 8-12 solo and small estate-planning firms to track funding status for a sample of their existing trust clients for 60 days, measuring how many previously-signed trusts they discover are partially or fully unfunded and whether attorneys will pay a monthly fee to keep the tracker after the pilot.

## Bottlenecks
- Incumbents Trustate and EncorEstate already cover funding fulfillment (deeds, retitling, beneficiary forms), so a pure tracker risks being a feature they bolt on rather than a standalone product.
- Verification depends on clients and third-party institutions actually completing transfers and uploading proof; without integrations to county recorders, banks, or brokerages, 'confirmed funded' may stay manual and unreliable.
- Unauthorized practice of law and liability concerns arise if the tool appears to give funding advice or guarantees probate avoidance, requiring careful positioning as attorney/advisor-supervised software.
- A broad AI assistant can flatten differentiation unless the wedge is painfully specific.
- The first release can become a generic dashboard if the job is not named tightly.
- Needs real buyer access, not only desk research.
- Needs proof of budget or repeated urgency.

## Accelerators
- Can talk to the buyer before writing much code.
- Can ship a narrow first-win demo quickly.
- Can use local-first research artifacts to keep validation moving without a large team.
- Use specificity as the wedge: one buyer, one workflow, one measurable result.
- Show proof earlier than broad competitors with before-and-after examples and small pilot data.
- Keep implementation lighter than incumbent suites or generic AI assistants.
- Concierge review or paid template

## Dated Launch Plan
- **2026-07-11 / Frame the wedge**: Write the one-sentence promise and test it in the strongest channel. Proof: Recruit 8-12 solo and small estate-planning firms to track funding status for a sample of their existing trust clients for 60 days, measuring how many previously-signed trusts they discover are partially or fully unfunded and whether attorneys will pay a monthly fee to keep the tracker after the pilot.
- **2026-07-14 / Interview 10 people who match the buyer persona.**: Create the lead magnet and use it to recruit interviews. Proof: Problem resonance: 5+ calls or 10+ detailed replies.
- **2026-07-18 / Ship a clickable demo or concierge workflow that produces the first useful artifact.**: Build the smallest demo that proves the first win. Proof: Activation: 25% of demo visitors complete the first-win path.
- **2026-07-25 / Run one paid pilot or collect explicit pricing objections before automating the rest.**: Delete any report section that feels generic before building. Proof: Commercial pull: 3 paid pilots, LOIs, or concrete procurement next steps.
- **2026-08-01 / Promote to a deeper build plan only after the wedge survives validation.**: Run the lead magnet and first-win demo tests. Proof: Fewer than five qualified buyers agree to discuss the workflow after targeted outreach.
- **2026-08-10 / Execution checkpoint 6**: Promote to deeper implementation only once the wedge survives interviews or paid-pilot outreach. Proof: Promote to a deeper build plan only after the wedge survives validation.

## Builder Prompt
Create a dated execution plan for "Empty trust tracker". Keep the first milestone tied to Recruit 8-12 solo and small estate-planning firms to track funding status for a sample of their existing trust clients for 60 days, measuring how many previously-signed trusts they discover are partially or fully unfunded and whether attorneys will pay a monthly fee to keep the tracker after the pilot.. Use these bottlenecks: Incumbents Trustate and EncorEstate already cover funding fulfillment (deeds, retitling, beneficiary forms), so a pure tracker risks being a feature they bolt on rather than a standalone product.; Verification depends on clients and third-party institutions actually completing transfers and uploading proof; without integrations to county recorders, banks, or brokerages, 'confirmed funded' may stay manual and unreliable.; Unauthorized practice of law and liability concerns arise if the tool appears to give funding advice or guarantees probate avoidance, requiring careful positioning as attorney/advisor-supervised software.; A broad AI assistant can flatten differentiation unless the wedge is painfully specific.; The first release can become a generic dashboard if the job is not named tightly.; Needs real buyer access, not only desk research.; Needs proof of budget or repeated urgency.. Use these accelerators: Can talk to the buyer before writing much code.; Can ship a narrow first-win demo quickly.; Can use local-first research artifacts to keep validation moving without a large team.; Use specificity as the wedge: one buyer, one workflow, one measurable result.; Show proof earlier than broad competitors with before-and-after examples and small pilot data.; Keep implementation lighter than incumbent suites or generic AI assistants.; Concierge review or paid template. Link the output to the Idea Builder prompt and do not expand beyond the first validated workflow.