Cascade organizes operational obligations generated from workflows, source facts, and instrument terms into a single reviewable record. Obligations are derived, not entered — the platform traces each entry's authority class, derivation path, and source inputs, making every docket row fully accountable.
Provenance, authority classification, derivation traces, correction history, and supersession are treated as first-class system concerns rather than after-the-fact annotations.
| Workflow | Status |
|---|---|
| Federal Estate Administration / Form 706 | Active |
| GRAT Administration | Active |
| QPRT Administration | Active |
| Promissory Note Administration | Active |
| Fiduciary Income Tax / Form 1041 | Under Validation |
- Canonical Universal Docket across all matters and workflow tracks
- Fact- and instrument-driven obligation generation — not manual entry
- Authority-aware derivation and review traces for every obligation
- Correction history and supersession visibility across the record
- Audit-oriented operational recordkeeping with immutable obligation fields
Cascade is being developed and validated as a professional operating platform for trust-and-estates administration. Public commercial availability has not yet begun. Fiduciary Income Tax / Form 1041 support is currently under active validation and is not yet included in the active workflow set.
Private-development inquiries can be handled directly. Public contact details will be added in a later release.