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Report 3: Top Level Overview
User: Joe Martin
Email: joe.martin@heirlist.com
Date & Time: April 22, 2021; 1:43 AM
Deceased Name: Edward Martin
Deceased ID: DEC00187
Category
Total
Count
Open % Closed % N/A % Wait % Complete %
I. Immediate 108 23 21.3% 28 25.9% 47 43.5% 10 9.3% 69.4%
II. Soon After 139 9 6.5% 20 14.4% 83 59.7% 27 19.4% 74.1%
III. Priorities 160 6 3.8% 22 13.8% 118 73.8% 14 8.8% 87.6%
IV. Home &
Personal
124 7 5.6% 22 17.7% 36 29.0% 59 47.6% 46.7%
V. Finance &
Banking
157 17 10.8% 25 15.9% 75 47.8% 40 25.5% 63.7%
VI. Work & Other
Areas
86 0 0% 0 0% 23 26.7% 63 73.3% 26.7%
VII. Government
& Tech
115 0 0% 0 0% 16 13.9% 99 86.1% 13.9%
VIII. Less
Common
52 0 0% 0 0% 48 92.3% 4 7.7% 92.3%
Total 941 62 6.6% 117 12.4% 446 47.4% 316 33.6% 59.8%
HeirList - Report 3 - Top Level Overview

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HeirList - Report 3 - Top Level Overview

  • 1. Report 3: Top Level Overview User: Joe Martin Email: joe.martin@heirlist.com Date & Time: April 22, 2021; 1:43 AM Deceased Name: Edward Martin Deceased ID: DEC00187 Category Total Count Open % Closed % N/A % Wait % Complete % I. Immediate 108 23 21.3% 28 25.9% 47 43.5% 10 9.3% 69.4% II. Soon After 139 9 6.5% 20 14.4% 83 59.7% 27 19.4% 74.1% III. Priorities 160 6 3.8% 22 13.8% 118 73.8% 14 8.8% 87.6% IV. Home & Personal 124 7 5.6% 22 17.7% 36 29.0% 59 47.6% 46.7% V. Finance & Banking 157 17 10.8% 25 15.9% 75 47.8% 40 25.5% 63.7% VI. Work & Other Areas 86 0 0% 0 0% 23 26.7% 63 73.3% 26.7% VII. Government & Tech 115 0 0% 0 0% 16 13.9% 99 86.1% 13.9% VIII. Less Common 52 0 0% 0 0% 48 92.3% 4 7.7% 92.3% Total 941 62 6.6% 117 12.4% 446 47.4% 316 33.6% 59.8%