| Task | Related | Due | Status | Action |
|---|---|---|---|---|
| Draft disclosure packet | Estate Planning - Smith | 3/22/2026 | Open | |
| Internal partner review call | Business Formation - NB Client Partners | 3/24/2026 | Open | |
| Request updated business license | Michael Chen | 3/18/2026 | Open | |
| Initial walkthrough scheduling | Real Estate Purchase - Bluepeak | 3/29/2026 | Open | |
| Confirm beneficiary details | Estate Planning - Smith | 3/12/2026 | Done |