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Built for estate-planning professionals

Rolling GRAT administration,
organized.

GRATtrack helps estate-planning attorneys create, administer, document, and monitor rolling GRAT structures through one organized workflow.

Schedule a Demo See How It Works
  • Structured Workflows
  • Document Generation
  • Centralized Tracking
GRATtrack client list screen GRATtrack client detail screen GRATtrack LLC detail screen GRATtrack GRAT list screen

Purpose-Built

Designed by an estate planning attorney specifically for rolling GRAT administration.

Attorney-Directed

Supports professional workflows on the attorney's own documents, while preserving attorney judgement and review.

Organized

Centralized tracking, reminders, and document generation.

Rolling GRAT administration becomes complicated quickly.

Managing recurring GRATs often involves ownership tracking, annual annuity payments, valuation updates, optimization calculations, document preparation, deadlines, and multiple active entities across many years.

Traditional Administration

  • Multiple spreadsheets
  • Calendar reminders
  • Document folders
  • Manual calculations
  • Repeated data entry

With GRATtrack

  • Centralized client records
  • Workflow tracking
  • Draft document generation
  • Automated reminders
  • Organized administration

Designed Around the GRAT Lifecycle

GRATtrack follows the same sequence attorneys and professional teams already use to administer rolling GRATs.

1

Create Client

Establish the client profile and related entities.

2

Create LLC

Maintain ownership and asset information.

3

Start Rolling GRATs

Generate the initial workflow.

4

Administer

Track anniversaries, reminders and events.

Everything you need to administer rolling GRATs

GRATtrack organizes the recurring administrative work surrounding rolling GRATs into one structured platform while keeping attorneys and professional teams in control.

Organize

Maintain client profiles, LLCs, GRATs, ownership information, mathematical calculations, assets, reminders, and documents in one centralized platform.

Administer

Track anniversaries, annuity payments, ownership transfers, deadlines, and recurring workflow events with confidence.

Generate

Produce draft Microsoft Word documents using your firm's attorney-approved templates whenever workflow events occur.

Monitor

Stay informed with reminders, notifications, dashboard visibility, and Premium monitoring tools for active GRATs.

Explore the GRATtrack platform

GRATtrack is organized around the way estate-planning professionals administer rolling GRATs—from onboarding to recurring administration, document generation, and reminders.

GRATtrack App

One place for every client, LLC, and GRAT.

View relationships between clients, LLCs, rolling GRATs, assets, and ownership information without switching between spreadsheets, folders, and calendars.

Centralized client records
LLC value and ownership tracking
Rolling GRAT visibility and control
Automated Document Generation
Client detail
Client Overview
Related LLCs
LLC detail
LLC Overview
LLC and Remainder Trust Value Graph
GRAT detail
GRAT Detail and Control
Document generation
Document Generation
Your custom templates
Professional Oversight

Built to support attorney-directed workflows.

GRATtrack organizes recurring administrative work while preserving the attorney's role in determining whether GRAT planning is advisable, reviewing documents, and maintaining financial information.

Supports Your Workflow

  • Your custom document templates
  • Recurring workflow reminders
  • Role-based permissions
  • Centralized tracking

Professional Control Remains

  • Attorneys approve every document
  • No brokerage or custodian access
  • Signed documents remain with your firm records
  • No legal, tax, or valuation advice

Choose the workflow that fits your practice

Every GRATtrack subscription includes the tools needed to administer rolling GRATs. Premium expands the workflow with advanced lock functionality and related administration features.

Feature
Base
Premium

Standardized Rolling GRAT Workflow

Organizes the recurring creation, administration, and termination of two-year rolling GRATs.
✔
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Client, LLC, and GRAT Organization

Maintains each client’s LLCs, corresponding GRATs, documents, values, and administration history in one structured workspace.
✔
✔

Multiple Rolling GRATs

Tracks a continuing series of GRATs associated with the same LLC, with each GRAT administered separately.
✔
✔

Portfolio Holdings Tracking

Tracks up to five U.S.-exchange-traded securities per LLC, together with cash and fractional-share positions.
✔
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Market-Based Valuation Calculations

Uses entered holdings and applicable market data to calculate LLC values and the value of transferred LLC interests at each administration event.
✔
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LLC Ownership Schedule

Maintains the ownership history of each LLC as interests move among the client, GRATs, and Remainder Trust.
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GRAT Funding Calculations

Calculates the value of contributed LLC interests and the applicable GRAT annuity payments using the entered information and Section 7520 rate.
✔
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Attorney-Approved Document Templates

Generates documents from the attorney’s onboarded forms, preserving the firm’s preferred language, structure, and drafting approach.
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New GRAT Document Generation

Produces the applicable GRAT agreement, LLC-interest assignments, valuation information, and related implementation documents.
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Annual Annuity Administration

Tracks annual payment dates, calculates in-kind annuity payments, generates supporting documents, and updates LLC ownership.
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GRAT Termination Administration

Generates the applicable remainder-transfer, repurchase, promissory-note, assignment, and closing documents at the end of the GRAT term.
✔
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Historical Threshold Analysis Support

Provides tools that can illustrate how different lock thresholds would have operated using historical market data.
✔
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Reminders and Administration History

Organizes upcoming workflow events, generated documents, ownership changes, values, and prior administration activity.
✔
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Automatic Lock Monitoring

Monitors advisor-selected performance thresholds and initiates the applicable lock workflow when a threshold is met.
-
✔

Configurable Lock Thresholds

Allows Administrators to establish, revise, remove, or use more conservative automatic lock settings for each LLC.
-
✔

Manual Lock Capability

Allows an Administrator to initiate a lock without waiting for an automatic threshold to be met.
-
✔

Lock-Event Document Package

Generates the purchase agreement, LLC-interest assignments, promissory note, valuation snapshot, and related documents needed to implement a lock.
-
✔

Immediate Re-Roll Workflow

Prepares the documentation needed for the client to contribute the repurchased LLC interests to a new GRAT following a lock.
-
✔

Lock Promissory-Note Tracking

Tracks the note created by a lock, including principal, accrued interest, annuity-payment activity, remaining balance, and eventual transfer to the Remainder Trust.
-
✔

Performance Benchmarking

Measures Premium Tier results against the outcome of a standard two-year rolling GRAT strategy, with a performance fee applying only to qualifying incremental value generated above the baseline.
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Annual Subscription Pricing

GRATtrack is offered as an annual subscription per LLC. Each client may have LLCs in different tiers, to tailor the subscription to their needs.

Base Tier

$2,500
per LLC, per year.

A complete administration and document-generation workflow for professionals implementing a standardized rolling GRAT strategy.

Best suited for:

Attorneys and advisors seeking a repeatable rolling GRAT process without lock functionality or performance fees.

See Full Pricing Details
Premium

Premium Tier

$3,500 + performance fee
per LLC, per year, plus performance fee assessed after 2nd year.

Everything in the Base Tier, plus configurable lock functionality designed to capture GRAT performance between scheduled administration dates and immediately redeploy the repurchased LLC interests into a new GRAT.

Best suited for:

Attorneys and advisors seeking greater control over when GRAT performance is captured and the potential to enhance transfer-tax results.

See the Performance Fee Example

A more organized way to administer rolling GRATs.

See how GRATtrack can support your firm's recurring GRAT workflows through organized administration, document generation, and centralized tracking.

Schedule a Demo

A focused walkthrough tailored to your firm's GRAT practice.