One shared view
The people involved can see the same transfer, without a second private copy.
Ada Lorne · Family
Family and people
- Ada LorneFamily
- Jules OrtegaTrustee
- Ruth AdlerAttorney
Features
What the household can see
People, accounts, steps, and documents for one transfer, in the order the work actually happens.
A short record
What was decided stays written down next to the people it concerns.
Brokerage · $1,840,000
Assets and accounts
- Brokerage$1,840,000
- Home$980,000
- Trust account$640,000
A next step
Each open item names who it is waiting on.
List the accounts · Ada Lorne
Transfer plan
- List the accountsAda Lorne
- Attorney reads the willRuth Adler
The file, next to the step
Documents stay with the transfer instead of a separate folder.
Family trust · Signed
Documents
- Family trustSigned
- Power of attorneyMissing
See it with your own names
Start from the people who already have a role on the transfer.