> FICTITIOUS DOCUMENT — FORGE DEMO ONLY · SPECIMEN # Saved Email Thread — The Corliss Household (H040) · 529 for grandchild *Saved to the client file by M. Hale, 2026-09-29. Conversational — no figures anchored.* --- **From:** Irwin Corliss **To:** Marcus Hale **Date:** 2026-09-28, 4:12 PM **Subject:** Setting up a college account for our granddaughter Marcus — Kurt and I would like to start a 529 for our granddaughter, Nora. She's four, so we have some time, but we'd like to get it going this year and maybe put in a lump sum to start, then a little each month after that. Can you set that up for us? Let me know what you need from us and from our daughter. Thanks, Irwin --- **From:** Marcus Hale **To:** Irwin Corliss **Date:** 2026-09-29, 9:05 AM **Subject:** RE: Setting up a college account for our granddaughter Hi Irwin, Happy to help you and Kurt get this started. A 529 is a great way to do this, and you can absolutely fund it with an initial lump sum and then set up recurring monthly contributions after. I'll pull together the account-opening paperwork and a short questionnaire — I should have it over to you **next week**. To fill it in I'll need Nora's full legal name and date of birth, and the name of the account owner you'd like on the plan (grandparent-owned and parent-owned each have some trade-offs I'll flag in the packet). I'll send everything over next week and we can walk through it on a call if that's easier. Best, Marcus *[Follow-up: prepare 529 opening packet for the Corliss household — owner M. Hale. Not yet sent as of the save date.]*