Explore demoRead-only preview. Browse tasks, documents, and workflows. Changes are not saved.

Activity

Recent actions taken on this estate · Read-only preview

Recent activity (10)

Jane Smith Jane completed Notify Canada Pension Plan

Notify Canada Pension Plan (CPP)

May 20

Michael Smith Michael uploaded Death Certificate

Death Certificate

May 18

Robert Johnson Robert uploaded Last Will and Testament

Last Will and Testament

May 17

Sarah Smith Sarah accepted invitation to the estate

Sarah Smith

May 12

Jane Smith Task assigned to Michael: Arrange Funeral and Burial

Arrange Funeral and Burial

May 11

Jane Smith Jane completed Contact Primary Bank

Contact Primary Bank

May 10

Jane Smith Document requested from Sarah: Vehicle Registration

Vehicle Registration

May 8

Robert Johnson Robert Johnson (Lawyer) accepted invitation

Robert Johnson

Apr 20

Robert Johnson Robert completed Notify Life Insurance Provider

Notify Life Insurance Provider

Apr 15

Jane Smith Jane started Transfer Vehicle Ownership

Transfer Vehicle Ownership

Apr 10

In a real estate every action — uploads, task completions, invites — is tracked here automatically.