Customer command center
Jordan's estate plan is moving through attorney review.
The dashboard keeps the customer oriented after payment: what is done, what is under review, what needs action, and when documents can be signed.
Plan progress
68%Premium Estate Plan
Attorney review
18h left
Documents
5 drafts
Next action
Consult
Next best actions
A timeline that reduces anxiety.
1Done
Complete AI intake
Household, asset, people, and goals sections submitted.
2In review
Attorney packet review
Morgan Lee, Esq. is reviewing three flagged issues.
3Next
Schedule signing appointment
Pick a notary or attorney-guided signing session after approval.
4Later
Annual plan checkup
Review beneficiaries, assets, and state changes every 12 months.
Documents
Drafts, review status, and signing prep in one place.
Revocable Living Trust
Attorney review · Updated Today
Pour-over Will
Draft ready · Updated Today
Healthcare Directive
Needs signer · Updated Yesterday
Durable Power of Attorney
Draft ready · Updated Yesterday