The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
Decisions & actions
Everything waiting on a call, a signature, or an owner - each with its evidence attached.
WAITING ON MARTA
3
decisions & signatures
IN MOTION
4
owned tasks under way
CLOSED
1
kept on the record
Waiting on the principal
3 ITEMSDecisions and signatures only Marta can close.
- Decision · LA-1NEEDS DECISION
Umbrella renewal: accept +12% or rebid
The $5M umbrella renews Aug 12 at +12%. Paul recommends rebidding with two carriers; binding needs Marta's sign-off either way.
PAUL ALDEN · DUE AUG 5 · 19 days left
- Approval · LA-6AWAITING SIGNATURE
Sign the buy-sell restatement (v3)
Adds Nora's 10% to the valuation-certificate mechanism. Daniel confirms v3 is final; Nora has signed.
DANIEL REYES · DUE AUG 8
- Decision · LA-5NEEDS DECISION
HELOC: pay down $120k before the Sep 1 reset?
Cash holds $520k. Paying the line off costs nothing in flexibility (it stays open) and saves the 7.6% carry.
MARTA ALDEN · DUE AUG 22
In motion with the team
4 ITEMSOwned tasks moving toward their due dates.
- Task · LA-3IN PROGRESS
Confirm Q2 distribution & tax transfer
Proposed at $180,000 in the June close. Ruth confirms the amount and moves the estimated-tax share by Jul 31.
RUTH OKAFOR, CPA · DUE JUL 31 · 14 days left
- Task · LA-4OPEN
Fix Marta's 401(k) beneficiary
The plan still names the estate; the estate plan intends the revocable trust. One form closes the gap.
PAUL ALDEN · DUE AUG 15
- Task · LA-2OPEN
Order updated appraisal for the plant
The 2024 appraisal is 679 days old. A current value matters for the buy-sell certificate and lending headroom.
PRIYA NAIR · DUE AUG 29
- Task · LA-7OPEN
Add Paul as emergency signer - MFC operating account
If Marta is unreachable, payroll needs a second authorized signature. Bank card + board consent, one visit.
PRIYA NAIR · DUE SEP 30
BUTTONS INSIDE EACH ITEM ARE LOCAL DEMO ACTIONS · NOTHING REAL MOVES