Advisor Edition
Client Overview
6 sample clients shown — connect real clients after setup
6
Active Clients
2 added this month
67%
Avg. Completion
Up 8% this quarter
15
Open Action Items
3 high priority
1
Fully Complete
of 6 clients
Sample Family Trust
[Sample Client]
Plus4/6 docs
3/4 beneficiaries
$2,840,000
4/6 categories
2 days ago
Henderson Living Trust
Robert & Carol Henderson
Premium6/6 docs
4/4 beneficiaries
$1,120,000
5/6 categories
1 week ago
Nakamura Family Trust
Kenji Nakamura
Plus3/6 docs
2/5 beneficiaries
$3,400,000
3/6 categories
3 weeks ago
Okonkwo Estate Plan
Adaeze Okonkwo
Premium6/6 docs
4/4 beneficiaries
$780,000
6/6 categories
Yesterday
Patel Family Trust
Vikram & Priya Patel
Basic1/6 docs
1/3 beneficiaries
Not estimated
2/6 categories
1 month ago
Larsson Living Trust
Erik & Anna Larsson
Plus5/6 docs
3/4 beneficiaries
$1,950,000
4/6 categories
4 days ago
Ready to manage more complex estates?
LegaciVault Nexum gives fiduciaries full trust accounting, distribution workflows, and court reporting for multi-family portfolios.