Checking the status

Open Status from the estate menu to see how the work is moving. The estate administrator fills this page in. You use it to check which activities are done and which are still ahead.

Status shows the finish date and the activities along the way.

When you hope to finish shows the date the administrator hopes to complete the work, or that the trust is meant to continue.

Milestones you can share is a short list of activities. It leaves out names, amounts, and account details. A date can sit beside a step, and a step left unmarked does not apply. The activities are:

• Identifying beneficiaries and potential claimants
• Identifying assets
• Probate, including whether it is expedited, under review, or waiting on a decision
• Calculating shares and distributions
• Liquidating assets
• Distributing assets

Copy status update places a written summary of that page on your clipboard. Recurring status updates appears below it and is not available yet.