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CarmenWiseEstate Checklist
Legal readiness · document vault · beneficiary tracker
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Overall readiness
46%
6/13 items done
Critical docs done
2/6
Critical items
Beneficiaries set
3/5
On financial accounts
Attorney on file
✓ Yes
Demo attorney
Estate profile (demo)
👤 Eric Smith
DOB: 01/01/1980
Executor: Jane Smith (spouse)
Healthcare proxy: John Doe (brother)
👤 Jane Smith
DOB: 01/01/1982
Executor: Eric Smith (spouse)
Healthcare proxy: Mary Doe (sister)
Attorney: Robert Williams, Esq. · (555) 123-4567 · 2 minor children · Guardian: John & Mary Doe