{
  "niche": "financial-x",
  "formKey": "legacy",
  "title": "Estate, Beneficiary & Legacy Worksheet",
  "type": "up",
  "formId": "z8HevGYpqML8ZAf2",
  "resolved": {
    "Estate Planning Documents Snapshot": "0c4456ce-0e43-4363-afc0-28fdcb842f39",
    "Beneficiary Review Due Date": "995a3477-a9fe-49c1-a5b8-948df3be1ba3",
    "Account Types Held": "9608d69f-103b-43eb-94ff-cc2f06c01fcf",
    "Custodian(s) of Assets": "1f6bde9d-f09c-4b61-9d7c-c480ab5ccd68",
    "Account Identifiers (reference only)": "3ca254b0-c65c-4804-b138-b255483e88d5",
    "Estimated Net Worth Band": "9fb4bb7d-f91e-4e27-a25b-b227fd729ed3",
    "Charitable Giving Strategy": "3a020cbf-bf08-4b2a-9390-723aaed9dca5",
    "Tax Sensitivity Level": "a21be280-e8b9-4da6-bc35-cdd1da3708ab",
    "Financial Planning Notes (client-specific)": "781afc02-bfa7-473e-8f50-ddee7662d070"
  },
  "arranged": {
    "report": [
      "dropdown \"Estate Planning Documents Snapshot\" order 2",
      "datefield \"Beneficiary Review Due Date\" order 3",
      "dropdown \"Account Types Held\" order 5",
      "textarea \"Custodian(s) of Assets\" order 6",
      "textfield \"Account Identifiers (reference only)\" order 7",
      "dropdown \"Estimated Net Worth Band\" order 8",
      "dropdown \"Charitable Giving Strategy\" order 10",
      "dropdown \"Tax sensitivity for gifting\" order 11",
      "textarea \"Legacy wishes & notes\" order 13"
    ],
    "count": 14
  }
}