The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
MEMBERS
7
3 minors · 3 generations
PLANNING GAPS
3
guardian & eligibility facts
NEXT BIRTHDAY
36d
Theo turns 7
AS OF
Jul 17, 2026
ages computed from this date
RELATIONSHIP CHECKS · 3
Members
FOUNDERS
2Founder / principal
- Born
- Apr 12, 1968
- Household
- Alden household
Grantor & co-trustee (revocable trust)CEO, Meridian FabricationPrimary account signerNO OPEN OPPORTUNITIESSpouse / continuity lead
- Born
- Sep 30, 1966
- Household
- Alden household
Grantor & co-trustee (revocable trust)Continuity & emergency leadInsurance ownerNO OPEN OPPORTUNITIES
SECOND GENERATION
3Daughter (G3)
- Born
- Jun 20, 1998
- Household
- Alden-Cho household
10% owner, Meridian FabricationGift-trust beneficiaryNext-gen council memberNO OPEN OPPORTUNITIESSon-in-law (G3)
- Born
- Nov 2, 1996
- Household
- Alden-Cho household
Parent of Ivy & TheoNO OPEN OPPORTUNITIESSon (G3, minor)
- Born
- Mar 14, 2010
- Household
- Alden household
529 beneficiaryGift-trust beneficiary
THIRD GENERATION
2Grandson (G4, minor)
- Born
- Aug 22, 2019
- Household
- Alden-Cho household
Granddaughter (G4, minor)
- Born
- May 10, 2025
- Household
- Alden-Cho household
SYNTHETIC · LOCAL TO THIS TAB · RESET RESTORES THE BASELINE FAMILY · NO SSNS OR CONTACT DETAILS STORED
