Overdue
Next 30 days
31 to 60 days
61 to 90 days
Identification expiring this year
Missing something
No date recorded
Open tasks
Recently done
Nothing needs attention in the next 90 days.
Passports, licences, certificates, memberships and permits — what they are, when they lapse, and where they are kept. Numbers are stored as the last four digits only.
Nothing recorded yet. Start with passports and driving licences.
The administrative shell of each policy: does it exist, what is it called, when does it renew. Claims and care live in Medical; home and vehicle cover lives in Home & Vehicles.
No policies recorded.
An index, not an interpretation. That the document exists, who signed it, where the original is, and when it was last read by someone who understood it.
Nothing indexed yet. Wills, trusts and powers of attorney first.
The people who help administer all this — attorneys, CPA, financial advisor, banker, insurance agent. Not a general address book.
Nobody recorded yet.
Work somebody owns, as opposed to a date on a document. Both show on the dashboard.
Nothing open.
Whose administration this is. Deliberately thin — no Social Security numbers, and nowhere to put one.
No one added yet.
Who may open which dashboard, and what they may do there. Cloudflare Access decides who can sign in at all; this decides what they see once they have.
| Login |
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No logins granted yet.
A login with no row here falls to the rule: somebody in the roster who is not part of the household gets edit on the family archive and nothing else, and an address the roster does not know gets nothing anywhere.
Every expiry, renewal, filing and review in the next twelve months, from the same model the dashboard reads.
Nothing dated in the next twelve months.
If someone else needs to take over. Everything below is a pointer — who to ring, which drawer, which password-manager entry. Nothing here will open anything on its own, which is deliberate: this page is meant to be printable and to live with the estate documents.