Estate Administration & Probate

Robert & Diana Chen2025-EP-0238

Progress75%

Estate PlanningActive Preview Client View

Fulton County Probate Court, GA

Matter lifecycle

This matter is healthy — nothing outstanding.

Client since

Mar 2025 · 16 months

Total Time on Matter

1 hrs

Next Milestones

Court — Chen Estate Matter

Probate Filing — Chen Estate

Estate Inventory Review — Chen

Matter Team

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Tasks

Compile estate inventory — Chen probate

Sarah Chen· Jul 24Pending approval

Contact info

Client

Robert & Diana Chen

(404) 555-0402

r.chen@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.

Robert & Diana Chen inMessagePortalToday 8:30am

Hi, is there any update on my case?

Anna Kim inCall12 minJul 14, 2026

Inbound call

Client inquiring about matter status and next steps.

Anna Kim outCall8 minJul 10, 2026

Outbound call

Confirmed hearing date and prepared client for proceedings.

Anna Kim inCall22 minJul 3, 2026

Inbound call

Strategy discussion regarding documentation requirements.

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Opposing party

James Whitfield

Plaintiff

james.whitfield@email.com

(904) 555-1122

Counsel

Richard Hargrove

Bar #FL-29041

Hargrove & Associates — Jacksonville, FL

Outcome in This Matter

Settled

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