Client since January 2025
Client since
Jan 2025
1y 6mo
Total Matters
1
No active matters
Last activity
3 days ago
From activity log
Assigned Staff
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Required details still missing: Mailing address. Add these to complete the client record.
Prepare Goldman trust amendment — client requested changes
Ranked — the 1st choice pre-selects the meeting type when scheduling.
Closed matter: Goldman Family Trust — won
Jul 11, 2026 · 5:00 PM
Opened matter: Goldman Family Trust · Estate Planning
Feb 3, 2026 · 9:00 AM
Log Entry
Goldman Family Trust
Annual Review: Sep 4, 2026
Trust: $25,000
75% complete