Dashboard
Welcome back. Here's your practice overview.
Total Clients
47
+3 from last month
Assets Under Management
$124.5M
+12.4% from last month
Active Estates
38
+2 from last month
Pending Actions
12
-5 from last month
Recent Clients
Your most recently active clients
| Client | Estate Value | Status | Last Activity | |
|---|---|---|---|---|
SM Sarah Mitchell sarah.mitchell@example.com | $2.4M | Active | 2 hours ago | |
RC Robert Chen robert.chen@example.com | $5.8M | Review | 5 hours ago | |
ET Emily Thompson emily.t@example.com | $1.2M | Active | 1 day ago | |
MD Michael Davis michael.d@example.com | $8.9M | Pending | 2 days ago |
Pending Actions
4Review Trust Amendment
HighSarah MitchellToday
Beneficiary Signature Required
MediumRobert ChenTomorrow
Annual Review Due
LowEmily ThompsonIn 3 days
Beneficiary Verification
HighMichael DavisToday
Recent Activity
Estate created for John Smith
Document notarized for Sarah Mitchell
Beneficiary added for Robert Chen
Fee collected for Emily Thompson
Trust amended for Michael Davis