Client since March 2025
Client since
Mar 2025
1y 3mo
Total Matters
1
1 active
Last activity
3 months ago
From activity log
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Compile estate inventory — Chen probate
Ranked — the 1st choice pre-selects the meeting type when scheduling.
Opened matter: Estate Administration & Probate · Estate Planning
Apr 15, 2026 · 9:00 AM
Apr 10, 2025 · 10:00 AM
Initial strategy session. Both parties aligned on settlement-first approach. No contested assets at this stage.
Engagement letter signed — Mar 25 2025.
Mar 25, 2025 · 3:00 PM
Client record created. Source: Referral.
Mar 25, 2025 · 9:00 AM
Log Entry
Estate Administration & Probate
Probate Filing: Jul 27, 2026
Trust: $1,200
80% complete