Abernathy householdReview and service

Theme

Message Rebecca

Files

Everything shared between your household and Quillfield, and the conversation with Rebecca and Zaid.

3 items waiting on you

See file requests

Shared files

Statements, signed forms, the review packet and the notes from both reviews.

Documents on the record

Review packetRebecca Stroud and Linnea Holmqvist, Oct 1For Oct 15
Secure document request listZaid Bukhari, Oct 12 outstanding
Decision follow-through recordRebecca Stroud, Oct 11 waiting
Trust account opening checklistRebecca Stroud, Oct 18 of 11 items
Annual relationship reviewThomas Whitaker, Oct 1Shared

Messages

Ask Rebecca or Zaid about any line on the open items list. The answer stays with the item, not in an email thread.

Open in Project Chat