Legacy Operating Desk
Households, assets, fiduciaries, documents, reviews, and vault permissions.
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EH
Active households
24
3 this month
Assets under advisement
$482.7M
6.4% this month
Documents in progress
37
8 this month
Annual reviews due
11
next 30 days
Matters
Attorney
E. Harborview
Fee
$6,500 flat
Documents
7 on file
Next step
Client review Jun 17
Demo data — matters, fees and dates are fictional.