What you can look through

You can open the estate details, the guided checklist, status, the contact directory, documents, the asset inventory, and expenses. Collaborators do not see shares and distributions. Read-only people do. Changes to those records stay with an estate administrator.

Checklist items stay with the estate administrator, except when an assignment tied to an item is finished by every person it was given to. Marking your own assignment complete updates that item when you are the last person still working on it.

Status shows the target the administrator saved, or that the trust continues. When a target is saved, the milestones are listed too. Copy status update puts the same written summary on your clipboard.

Documents can be previewed and downloaded. The administrator chooses which files are kept there.