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Iluuna
JS

Estate of

John Smith

March 14, 2026

63%10 of 16 tasks
x

Overall estate progress

Pr

Next important task

Transfer Vehicle Ownership

High priorityPropertyJane Smith

Today's priorities

Transfer Vehicle Ownership

PropertyJane Smith
In progress

File Life Insurance Claim

InsuranceJane Smith
In progress

Notify Canada Revenue Agency (CRA)

FinancialRobert Johnson
high

Update Property Ownership (Probate Required)

PropertyRobert Johnson
urgentView all 16 tasks

Recommended next steps

Upload Vehicle Registration

Required for Transfer Vehicle Ownership

Transfer Vehicle Ownership

In progress · Assigned to Jane

File Life Insurance Claim

In progress · Urgent

Notify Canada Revenue Agency

Pending · Requires Notice of Assessment

Apply for Probate

Blocked · Legal step needed

Estate Health
78%Good Progress
x
Task completion25/40
x
Document readiness18/25
x
Priority management12/15
x
No blocked tasks7/10
x
Team engaged10/10
x
At a glance

16

Tasks

7

Documents

4

Family

3

Pending

Document Readiness

6 of 9 required uploaded

67%
x
Probate GrantView →Property DeedView →Notice of AssessmentView →
Estate progress

16 tasks across 8 categories

Government4 of 5
x
insurance2 of 3
x
Financial1 of 2
x
Property0 of 2
x
Legal1 of 1
x
family_administration1 of 1
x
employment1 of 1
x
other0 of 1
x
Estate members
View

Michael Smith

family_member

Sarah Smith

family_member

Robert Johnson

lawyer

Emily Brown

advisor

Pending

Jane Smith

Executor

Executor