Deterministic compliance for CRA, IRS, and Section 87 estates.
RiGEL is a rules-based estate engine. It encodes CRA/IRS legislation, provincial probate schedules, treaty logic, and Section 87 into deterministic, version-controlled logic that compliance and governance teams can defend.
What the RiGEL rules engine covers.
RiGEL does not improvise tax results. It deterministically applies encoded rules across jurisdictions and estate contexts.
Tax & deemed disposition
CRA, IRS, and treaty logic
Deemed dispositions, rollovers, treaty tie-breakers, and estate tax rules are encoded as deterministic steps, not black-box simulations.
- • CRA ITA (e.g., 70(5), 146(8.8))
- • IRS estate guidance (e.g., Pub 559)
- • Canada–US treaty provisions
Probate & jurisdiction
Provincial and state-level rules
Probate fees, thresholds, and executor requirements are modeled transparently, with clear links to the underlying schedules.
- • Provincial probate schedules and fees
- • Foreign executor handling and bonds
- • Multi-jurisdiction asset treatment
Indigenous estates
Section 87 and on-reserve assets
Section 87 exemption logic is explicitly encoded, with clear handling of on-reserve property and mixed-beneficiary structures.
- • Section 87 Indian Act exemptions
- • Mixed status / non-status beneficiaries
- • Traceable treatment of exempt vs. non-exempt assets
Governance, change management, and auditability.
Compliance teams need to know not just what the rules are, but how they change, who approved them, and how results can be reproduced.
Version-controlled rules
Changes to CRA/IRS, probate, treaty, and Section 87 logic are tracked as explicit rule updates with timestamps and approvers.
- • Explicit rule versions and history
- • Separation of content vs. code
- • Clear diff between rule sets
Sandbox before production
New rule configurations can be exercised in sandbox environments before being promoted to production for live advisor use.
- • Test estates and regression cases
- • Controlled promotion paths
- • Documented sign-off process
Reproducible outputs
Given the same inputs, RiGEL always produces the same outputs, with a full calculation trace available for internal or external review.
- • Deterministic, non-stochastic engine
- • Exportable calculation traces
- • Suitable for file review and audits
How compliance and risk teams engage with RiGEL.
We expect scrutiny. RiGEL is designed to be evaluated, challenged, and formally approved by your internal stakeholders.
Stage 1
Due diligence & documentation
We provide detailed documentation on rules coverage, calculation traces, architecture, and governance so your teams can complete risk and compliance review.
Stage 2
Pilot estates and regression cases
You can run historical or synthetic estates through RiGEL to compare results against your current calculations and validate rule behaviour.
Stage 3
Ongoing oversight
Once live, new rule updates follow a documented change-management process, with clear communication to compliance and risk owners.
Need the full technical deep dive?
For a detailed view of how the rules engine is structured, governed, and versioned, review our deterministic rules infrastructure overview or contact us for NDA-level documentation.