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Active Case: Family Revocable Trust
In ProgressLP-2026-0847Attorney: Marcus Brennan, Esq.
✓Mar 1, 2026Initial consultation completed
✓Mar 8, 2026Asset inventory submitted
✓Mar 15, 2026Trust document drafted
4Mar 22, 2026Client review & revisions
5Apr 1, 2026Document signing ceremony
6Apr 5, 2026Trust funding & recording
Upcoming Appointments
Mar 28
2:00 PM
Trust Review Meeting
M. Brennan · In-Person
Apr 1
10:00 AM
Document Signing
M. Brennan · In-Person
Apr 15
3:30 PM
Quarterly Review
E. Whitfield · Video Call