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Iluuna

Tasks

10 of 16 completed · Read-only preview

63%
x
2In Progress
1Blocked
3Pending
10Completed
In Progress (2)

Transfer Vehicle Ownership

Jane Smith
high

File Life Insurance Claim

Jane Smith
urgent
Blocked (1)

Update Property Ownership (Probate Required)

Robert Johnson
Blockedurgent
GoGovernment(4/5)
80%
x

Obtain Death Certificates

Notify Canada Pension Plan (CPP)

Jane Smith

Notify Old Age Security (OAS)

Jane Smith

Notify Canada Post — Mail Forwarding

Cancel Passport

InInsurance(2/3)
67%
x

Notify Life Insurance Provider

Robert Johnson

Cancel Health and Dental Insurance

File Life Insurance Claim

Jane Smith
urgent
FiFinancial(1/2)
50%
x

Contact Primary Bank

Jane Smith

Notify Canada Revenue Agency (CRA)

Robert Johnson
high
PrProperty(0/2)
0%
x

Transfer Vehicle Ownership

Jane Smith
high

Update Property Ownership (Probate Required)

Robert Johnson
Blockedurgent
LeLegal(1/1)
100%
x

Locate and File the Will

FaFamily Administration(1/1)
100%
x

Arrange Funeral and Burial

Michael Smith
EmEmployment(1/1)
100%
x

Notify Employer and Cancel Benefits

Jane Smith
OtOther(0/1)
0%
x

Close Utility Accounts