Hannah Weiss

Hannah handles the accounts that have more than one owner in spirit: trusts, inherited IRAs, accounts set aside for grandchildren. Before Tranche she worked for nine years with an estate-planning law firm, coordinating the investment side of the trusts it drafted.

She reads every trust document before the AI is allowed to draft for that account, and enters its limits as rules the morning pass must respect: distribution dates, assets that cannot be sold, beneficiaries who must be told before a change.

She also checks beneficiary designations for every new household in its first month. On average she finds one form per household that no longer says what the family meant.