Welcome back, Margaret.
Comprehensive Package · Started November 14, 2024
65%
Binder completion
14
Documents organized
3
Items need your attention
Jan 31
Estimated completion
Next Step
Your concierge is waiting on this to move forward
📋
Action Required
Upload your long-term care policy
Sarah needs the policy document to complete your insurance inventory. Check your email for her request.
Your Concierge
Available Monday – Friday, 9am–5pm PT
SM
Sarah Mitchell
Senior Estate Concierge
Online now
Your Journey
Comprehensive Package — 6 phases
✓
Discovery Call & Intake
Completed intake questionnaire and kickoff call with Sarah. Secure portal access granted.
Completed Nov 14, 2024
✓
Document Gathering
14 of 17 requested documents uploaded. 3 still outstanding.
In progress — started Nov 20, 2024
→
Organization & Analysis
Sarah is actively reviewing and categorizing your documents. Insurance section pending your upload.
Est. complete by Jan 10, 2025
4
Estate Binder Assembly
Your binder will be assembled once all documents are organized and gaps are resolved.
5
Review & Sign-Off
You'll review the draft binder and request any revisions before final delivery.
6
Final Delivery & Walkthrough
Digital vault finalized, physical binder shipped, and concierge walkthrough call scheduled.
Document Vault
14 documents organized across 6 categories
Complete 🏦
Financial Accounts
5 documents
Action Needed 🛡
Insurance Policies
2 of 3 documents
Complete 🏠
Property & Real Estate
3 documents
In Progress ⚖️
Legal Documents
2 documents
Complete 💻
Digital Assets
2 documents
In Progress 📝
Personal Wishes
0 documents
Document Type Category Uploaded Status
☁
Click to upload or drag and drop · PDF, DOC, JPG accepted
My Progress
Comprehensive Package · 65% complete
Overall Completion
14 of 22 tasks complete 65%
✓
Phase 1 — Discovery & Kickoff
Complete
✓Free consultation call completed
✓Intake questionnaire submitted
✓Portal access granted & concierge assigned
✓Kickoff call with Sarah — Nov 14
✓
Phase 2 — Document Gathering
In Progress
✓Financial account statements uploaded (5 accounts)
✓Life insurance policy uploaded
✓Home deed & mortgage documents uploaded
✓Will and power of attorney uploaded
Long-term care policy — needed (Sarah requested Dec 12)
Auto insurance policy — outstanding
IRA beneficiary designation forms — outstanding
3
Phase 3 — Organization & Analysis
In Progress
✓Financial accounts categorized & inventoried
✓Property assets documented
Insurance policy review — in progress
Gap identification report — pending insurance docs
Digital asset inventory — scheduled
4
Phase 4 — Binder Assembly
Not Started
5
Phase 5 — Review & Revision
Not Started
6
Phase 6 — Final Delivery
Not Started
Messages
Conversations
Today
Sarah Mitchell
I wanted to follow up on the long-term care...
Dec 10
ECS Support
Your portal access has been renewed and...
SM
Sarah Mitchell
Senior Estate Concierge · Online now
SM
Hi Margaret! I hope you're doing well. I'm making great progress on your financial accounts section — everything looks really thorough.
Dec 12 · 9:14 AM
SM
I did want to follow up on the long-term care insurance policy — I have your life insurance document but I'm missing the LTC policy to complete the insurance section. Do you know which carrier that's with?
Dec 12 · 9:15 AM
MT
Hi Sarah! I think it's through Genworth but I'm not 100% sure. I'll dig through my files this weekend and upload it.
Dec 12 · 11:32 AM
SM
Perfect, thank you! Genworth is a good lead — if you can't find the paper policy, I can send you a template letter to request a copy from them directly. No rush, just flag me when it's uploaded. 😊
Dec 12 · 11:48 AM
SM
Also — I noticed your IRA beneficiary designation forms aren't in the vault yet. Were you able to get those from Fidelity? That's one of the more important items to lock down.
Today · 8:52 AM
Update Requests
Request a new document update or à la carte service
Request an Update
Select a service and your concierge will handle the rest within 5 business days
🏦
Add/Remove Account
New bank, brokerage, HSA, or credit union
👤
Update Beneficiary
Marriage, divorce, or change in designation
🏠
Add Property
New home, rental, or land purchase
📋
Add Insurance Policy
Life, LTC, umbrella, or specialty policy
💻
Update Digital Assets
New accounts, subscriptions, or credentials
📝
Update Personal Wishes
Funeral preferences, letters, or directives
💼
Add Business Asset
LLC, partnership, or business account
📞
Refresh Emergency Contacts
Update trusted advisors and family contacts
📅
Schedule Annual Review
Full binder review and update session
Open & Recent Requests
Status updates within 1 business day
🏦
Add Account
New Schwab brokerage account — individual taxable
Submitted Dec 8, 2024
Complete
📞
Emergency Contacts
Updated estate attorney contact (new firm)
Submitted Dec 1, 2024
Complete
Profile & Settings
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Personal Information
Your Package
Comprehensive Package
Started November 14, 2024 · Annual reviews available to add
Emergency Access
Designate who can access your binder in an emergency. These contacts will be included in your Emergency Access Document.
Robert Thompson
Spouse · robert.t@email.com · Primary access
Primary
Diane Collins, CFP®
Financial Advisor · (512) 555-0291 · Advisory access
Advisor