Legacywyse

The People page has a new layout. Your contacts are listed on the left, and choosing one opens their details on the right, the same way Inventory works.

• New contact types. Choose from Heir or beneficiary, Secured creditor, Family or friend, Attorney, Bank or financial institution, Funeral home, and more.
• Notes. Add notes for each contact; keep track of who you spoke with, reference numbers, or what’s still pending.
• Search and filter. Find anyone by name, email, phone, address, or a word in their notes, and filter the list by contact type.
• Documents at a glance. Each contact’s estate documents show their status, so you can see what’s signed and what’s left.