Goldman Family Trust

Aaron & Rebecca Goldman2025-EP-0177

Progress100%

Estate PlanningClosed — Won Preview Client View

New York County Surrogate Court, NY

Matter lifecycle

Matter closed.

Client since

Jan 2025 · 18 months

Total Time on Matter

2 hrs

Next Milestones

Estate Plan Review — Goldman

Client Strategy — Goldman Estate

Client Meeting — Goldman Trust signing

Matter Team

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Tasks

Prepare Goldman trust amendment — client requested changes

Sarah Chen· Jul 20Pending approval

Contact info

Client

Aaron & Rebecca Goldman

(212) 555-0424

goldmanfamily@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.

Aaron & Rebecca Goldman inMessagePortalToday 8:30am

Hi, is there any update on my case?

Sarah Chen inCall12 minJul 14, 2026

Inbound call

Client inquiring about matter status and next steps.

Sarah Chen outCall8 minJul 10, 2026

Outbound call

Confirmed hearing date and prepared client for proceedings.

Sarah Chen inCall22 minJul 3, 2026

Inbound call

Strategy discussion regarding documentation requirements.

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