SYNTHETIC DEMO - FICTIONAL FAMILY · ACTIONS STAY IN THIS TAB · RESET ANY TIME

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

2
  • Martaage 58ADULT

    Founder / principal

    Born
    Apr 12, 1968
    Household
    Alden household
    Grantor & co-trustee (revocable trust)CEO, Meridian FabricationPrimary account signer
    NO OPEN OPPORTUNITIES
  • Paulage 59ADULT

    Spouse / continuity lead

    Born
    Sep 30, 1966
    Household
    Alden household
    Grantor & co-trustee (revocable trust)Continuity & emergency leadInsurance owner
    NO OPEN OPPORTUNITIES

SECOND GENERATION

3
  • Noraage 28ADULT

    Daughter (G3)

    Born
    Jun 20, 1998
    Household
    Alden-Cho household
    10% owner, Meridian FabricationGift-trust beneficiaryNext-gen council member
    NO OPEN OPPORTUNITIES
  • Marcusage 29ADULT

    Son-in-law (G3)

    Born
    Nov 2, 1996
    Household
    Alden-Cho household
    Parent of Ivy & Theo
    NO OPEN OPPORTUNITIES
  • Samage 16MINOR

    Son (G3, minor)

    Born
    Mar 14, 2010
    Household
    Alden household
    529 beneficiaryGift-trust beneficiary

THIRD GENERATION

2

SYNTHETIC · LOCAL TO THIS TAB · RESET RESTORES THE BASELINE FAMILY · NO SSNS OR CONTACT DETAILS STORED