She brokers. They specialize.
Investments
Holdings, accounts, and who owns what across the portfolio.
Insurance
Policies, limits, premiums, renewals, and coverage gaps.
Real estate & hard assets
Homes, vehicles, aircraft, and collectibles with the policies that cover them.
Banking
Live cash balances from connected accounts, and the cash-flow projection. Not a document search.
Bill pay
Bills due and awaiting approval — prepare only; never pay.
Documents
Vault search — find files and cite the page a figure came from.
Entities & estate
Trusts, LLCs, partnerships, and inside vs outside the taxable estate.
Tax
Year's packet, estimated payments, and CPA-ready exports.
Statements & briefings
Weekly briefings and monthly statements already on file.
Security & access
Who can sign in, shares, audit trail, and access boundaries.