Document Management
Manage client documents and templates
156
Total Documents
8
Pending Signatures
89
Notarized
12
Templates
| Document | Client | Category | Status | Updated | Actions | |
|---|---|---|---|---|---|---|
Last Will and Testament | William Harrison | will | active | 2/1/2024 | ||
Revocable Living Trust | Elizabeth Chen | trust | active | 1/20/2024 | ||
Power of Attorney | Robert Martinez | poa | pending | 2/5/2024 | ||
Healthcare Directive | Margaret Thompson | directive | draft | 2/10/2024 | ||
Living Trust Amendment | James Wilson | trust | pending signature | 2/8/2024 |
Recent Activity
Latest document actions
Document Created
Healthcare Directive • James Wilson
2/10/2024, 3:30:00 PM
by Sarah Johnson
Signature Collected
Last Will and Testament • William Harrison
2/10/2024, 12:15:00 PM
by System
Document Notarized
Power of Attorney • Margaret Thompson
2/9/2024, 5:45:00 PM
by Notary Agent
Template Updated
Revocable Living Trust
2/9/2024, 10:20:00 AM
by Michael Chen