Rehmani & Associates Estate Plan Tracker
See who needs a response, what’s due, and who owns the next step.
Your office’s next moves
⌕/
A clear desk starts here.
Add your first client, or import a sheet from Excel.
Then assign the next action so every response has an owner.
Pending Fee Agreements 0Show / hide
On hold until the signed agreement is received. Only scheduled follow-ups can become overdue.
No pending fee agreements.
Saved changes synchronize about every 5 seconds. Response flags stay open until your team updates them.