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Upcoming Meetings

This Week

DEC

Wed

Living Trust Review & Updates

10:00 AM - 11:30 AM

2 Guests

DEC

Thu

Tami & Henry - Estate Plan Signing

1:00 PM - 2:30 PM

4 Guests

DEC

Thu

New Client: Dr. Aris (Consultation)

4:00 PM - 5:00 PM

Today 16

Smith, John & Jane, completed Client Onboarding Interview

Clients are a married couple residing in California, seeking to establish a simple family trust...

Verify John Smith (primary): date of birth

Complete Adam Smith (child): address

NEW Lee, David & Grace, completed New Client Enrollment

Clients are a married couple residing in California with both adult and minor children...

Review Henderson Draft

Due Today • High Priority

Call Dr. Aris re: docs

Due Tomorrow

Prepare engagement letter

Lee Matter