In your table, you will see a panel called "Gifts by Document Status." Document status is our way of sharing the level of completion of your contact’s estate. You can see it expressed in the “Gifts by Document Status” panel above the “Contacts and Gift Details” table and in the DOC STATUS column in the table itself.
The following statuses may appear here, including:
Account Created
- A document status of “Account Created” means that the new Trust & Will user has followed your referral link and created a Trust & Will account, but they have not started creating a trust or will on the platform. No gift details will appear in your table for these contacts, as these contacts have not created estate plans yet.
In Progress
- A document status of “In Progress” means that the Trust & Will user has started creating a trust or will, but has not completed it yet. Trust & Will makes it easy for users to pick up where they left off, and they often return and complete their documents.
Completed
- A document status of “Completed” means that the Trust & Will user has submitted enough information on the platform for us to generate estate planning documents for them to sign.
Signed
- A document status of “Signed”—we note in the DOC STATUS column in the table that the status is both “Completed” and “Signed”—means that the Trust & Will user has indicated on the platform that their docs are signed and notarized.