Once you add or update people, assets, debts, or expenses through the client portal, upload a file your attorney has asked you for, or submit a questionnaire, your information is sent to your attorney for review. Here is what happens next.
đ The Review Process
Your attorney receives a notification that new items, files, or answers have been submitted.
They review what you submitted for accuracy and completeness.
If everything looks good, they accept it and it becomes part of the official record.
If something needs correction, your attorney may contact you directly.
This also applies when you update something your attorney has already added, such as filling in account details or attaching a statement. What is on file stays the same until your attorney accepts your update.
đˇď¸ What the Statuses Mean
Each person, asset, debt, or expense you add or change shows a status so you can see where it is:
Submitted: you added this item and your attorney has not reviewed it yet.
Pending Review: you changed an item that was already on file and your attorney has not reviewed the change yet.
Added: your attorney has accepted the item you added.
Updated: your attorney has accepted your change.
đ What Happens to a File You Upload
A file you upload in the Estate Files step goes to your attorney first. They review it and accept it into the estate files. If there is a problem with it, they will get in touch.
Your attorney can also share documents with you in the same step. See How to View Files Your Attorney Has Shared With You.
đ What Happens to a Questionnaire You Submit
When you click Submit answers, your questionnaire goes to your attorney to review. They read your answers and accept them, and the questionnaire becomes part of the matter record.
Your attorney may send the questionnaire back to you with a note asking you to update something. If that happens you will receive an email. Sign in, open the Questionnaire step, read the note, update your answers, and submit again.
This is a normal part of the process and usually means something needs clarifying. See How to Complete Your Questionnaire in the Client Portal.
đĄ Key Points to Remember
Items, files, and answers you submit are not added right away. They go through a review process first.
Only your attorney can approve items and add them to the record.
You can add details and files to items your attorney has added. Your updates are reviewed the same way.
Names you list under Your decision makers are not sent for review and do not show a status. Appointees you add in the Decision-Makers step are reviewed like any other item.
Once you open a document your attorney has shared and click Save, it is marked Shared with me.
You can continue to add items and files even after marking a step as complete.
If your attorney asks you to revise a questionnaire, the answers they already accepted stay on file until you submit updated ones.
Don't worry if you're not sure about something. Your attorney will help fill in any gaps.
đŹ Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.