AS OF JUL 17, 2026 · MARKET CLOSE
0 DEMO ACTIONS THIS SESSION
The team
The family owns the record. Everyone else works inside an explicit, revocable slice of it.
FAMILY
- Marta AldenPRINCIPAL - FOUNDER & CEO
Meridian Fabrication Co.
Owns the record. Sees everything; approves every consequential action.
- Paul AldenSPOUSE - CONTINUITY LEAD
Alden household
Full visibility. Owns insurance, banking access, and the emergency package.
- Nora AldenNEXT GENERATION - 10% MFC
Meridian Fabrication Co.
Sees her own holdings and the continuity plan. No documents vault access yet.
- Sam AldenNEXT GENERATION - STUDENT
-
Sees the family map read-only. No values on private company or documents.
ADVISORS
- Ruth Okafor, CPATAX
Okafor & Lane CPAs
Tax and entity views, K-1 and distribution items, filings she owns.
- Daniel ReyesESTATE ATTORNEY
Reyes Estate Law
Estate documents, trust and beneficiary registers, items he owns.
- Priya NairFRACTIONAL CFO
Meridian Fabrication Co.
Company financials, valuation calendar, banking operations items.
- Tom BeckettWEALTH ADVISOR
Beckett Private Wealth
Public portfolio and liquidity views only. No estate documents.
Action & approval queue
7 SHOWN · BUTTONS ARE LOCAL DEMO ACTIONSThe $5M umbrella renews Aug 12 at +12%. Paul recommends rebidding with two carriers; binding needs Marta's sign-off either way.
DECISIONOWNER · PAUL ALDENAPPROVAL · MARTA ALDENHISTORY
- JUL 9, 2026Paul Alden - Renewal notice filed; decision opened.
LOCAL TO THIS TAB · NOTHING REAL MOVES