Estate, tax, and trust planning is written in a language most people never get taught. Socrates Crayon exists to translate it.
Socrates Crayon is a free, educational resource. It publishes plain-English explainers and illustrative self-help calculators that show how common estate, tax, and trust-planning concepts work — so anyone can understand what their own documents say, and what to ask a qualified professional.
It is a teaching project, not a service. There is nothing to buy here. The tools are free, the writing is free, and the goal is simply to make a famously opaque corner of financial life a little more legible.
Socrates Crayon is not a law firm, a registered investment adviser, a broker-dealer, or an accounting firm. It is not affiliated with, sponsored by, or connected to any securities firm or its business. Nothing on this site is legal, tax, accounting, financial, or investment advice, and nothing here is a personalized recommendation for any specific person. Using the site does not create an attorney-client, advisory, fiduciary, or brokerage relationship of any kind.
The calculators are illustrative. They take general inputs and show magnitudes and trade-offs the way a hypothetical example would — using sample figures, not personalized analysis. Where the math reflects numbers you enter, the output is still an illustration, framed for learning. Every result, and every PDF you can email yourself, is stamped as a hypothetical illustration and carries a clear disclaimer. The rules involved are complex and fact-specific; always confirm anything that matters with your own qualified professional.
Socrates Crayon is published by KMD Squared LLC, an independent company in Nashville, Tennessee. It reflects a long-held belief that good planning shouldn't depend on already knowing the vocabulary. Questions or feedback are welcome at hello@socratescrayon.com.