Welcome back, John!
Here's your estate planning overview
Estate Value
$2.4M
Last updated 2 days ago
Documents
7
Estate planning documents
Progress
78%
Estate plan completion
Estate Breakdown
Real Estate
$1.08M (45%)Investments
$720K (30%)Cash & Savings
$360K (15%)Other Assets
$240K (10%)Estate Planning Roadmap
Asset Inventory
Complete ✓
Will Creation
Complete ✓
Trust Setup
In Progress
Tax Planning
Pending
Beneficiary Updates
Pending
Final Review
Pending
Recent Activity
Updated beneficiary information
Completed asset valuation
Generated will document
Scheduled attorney consultation
Next Steps
Review trust documentation
Due in 3 days
Update insurance policies
Due in 1 week
Finalize executor selection
Due in 2 weeks
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