Estate Planning & Trust Formation

Harold Peterson2025-EP-0509

Progress75%

Estate PlanningOn hold Preview Client View

Cook County Probate Court, IL

Matter lifecycle

This matter is healthy — nothing outstanding.

Client since

May 2026 · 2 months

Total Time on Matter

1 hrs 30 mins

Next Milestones

No upcoming events

Matter Team

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Tasks

Finalize trust formation docs — Estate Planning

Sarah Chen· Aug 4Pending approval

Contact info

Client

Harold Peterson

(312) 555-0423

h.peterson@email.com

Opposing counsel

—

Contact details not on file

Francis Boyer outMessagePortalToday 9:00am

Happy to help — I'll keep you posted as things move.

Francis Boyer outMessagePortalToday 8:45am

Yes — your Estate Planning matter is progressing. I'll send the next steps shortly.

Harold Peterson inMessagePortalToday 8:30am

Hi, is there any update on my case?

James Park inCall12 minJul 14, 2026

Inbound call

Client inquiring about matter status and next steps.

James Park outCall8 minJul 10, 2026

Outbound call

Confirmed hearing date and prepared client for proceedings.

James Park inCall22 minJul 3, 2026

Inbound call

Strategy discussion regarding documentation requirements.

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