The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
OPEN
12
DECISIONS
3
FILINGS / RENEWALS
2
DONE THIS SESSION
0
- Decision19 days left
Umbrella policy renewal decision
PAUL ALDEN · DUE AUG 5 · LA-1
- Decision
Sign buy-sell restatement (v3)
MARTA ALDEN · DUE AUG 8 · LA-6
- Meeting
Meridian quarterly board meeting
MARTA ALDEN · DUE AUG 19 · QUARTERLY
- Decision
HELOC paydown before Sep 1 reset
MARTA ALDEN · DUE AUG 22 · LA-5
- Task
Order updated plant appraisal
PRIYA NAIR · DUE AUG 29 · LA-2
- Meeting
Family council meeting
PAUL ALDEN · DUE SEP 5 · SEMI-ANNUAL
- Filing
Update Marta 401(k) beneficiary to trust
MARTA ALDEN · DUE SEP 15 · LA-4
- Filing
Q3 estimated tax payment
RUTH OKAFOR, CPA · DUE SEP 15 · QUARTERLY
- Capital call
Evergreen Fund III capital call (~$60k)
MARTA ALDEN · DUE SEP 15
- Task
Confirm Ivy's SSN for Trump Account
NORA ALDEN · DUE SEP 30
- Task
Refresh financial POA (2019)
PAUL ALDEN · DUE OCT 15
- Birthday
Sam turns 17
MARTA ALDEN · DUE MAR 14
COMPLETING A TASK WRITES AN AUDIT EVENT · LOCAL TO THIS TAB · RESET RESTORES THE QUEUE