Sample, illustrative example
Sample dashboard, illustrative example only. The property, estate, names, parcel, and cause number are fictional. Every date and figure is illustrative, not market data. This is a static demonstration, not a live client login, and it shows no real-time data.
Sample
Estate Property Dashboard
Property: 4200 Example Estate Drive, Sammamish, WA 98074 · Parcel: EXAMPLE-0000-000 (illustrative)
For attorneys and fiduciaries: a dated record of activity and advanced cost, exportable for court accounting and the estate file.
For heirs and personal representatives: a way to see showings, feedback, offers, and spend without having to call and ask.
The dashboard is updated as things happen, and a written summary is sent while the property is listed.
The same property runs differently depending on the matter. Switch views to compare.
Margaret Hartwell-Cole, Personal Representative
Estate of Eleanor V. Hartwell · King County Superior Court No. 26-4-00000-0 SEA (illustrative)
As of August 28, 2026
Personal representative with nonintervention powers. Preparation is authorized directly by the personal representative, without an order of the court (RCW 11.68.090).
Status
Current stage: On market
- Estate Property Report deliveredDone
- Personal representative's written authorizationDone
- Preservation and carryingDone
- PreparationDone
- On marketCurrent
- Under contractUpcoming
- ClosingUpcoming
Spend ledger
Authorized: Authorized by the personal representative's written authorization dated May 27, 2026. No order of the court is required (RCW 11.68.090).
| Date | Vendor | Category | Invoice | Amount | Running total |
|---|---|---|---|---|---|
| May 28, 2026 | SecureKey Locksmith | Preservation and carrying | INV-1042 | $420 | $420 |
| Jun 2, 2026 | Cascade Utilities (reconnection) | Preservation and carrying | INV-1051 | $310 | $730 |
| Jun 9, 2026 | ClearOut Estate Services | Preparation | INV-1067 | $3,850 | $4,580 |
| Jun 18, 2026 | Eastside On-Site Systems | Inspections | INV-1080 | $695 | $5,275 |
| Jun 24, 2026 | Northwest Trade Works | Preparation | INV-1093 | $6,240 | $11,515 |
| Jul 8, 2026 | GreenScape Grounds | Preservation and carrying | INV-1108 | $540 | $12,055 |
- Pre-listing capital ceiling
- $25,000
- Advanced to date
- $12,055
- Remaining
- $12,945
Every figure is advanced at cost and repaid from proceeds at closing: no interest, no markup, no fee.
Activity log
- Aug 26, 2026Offer review with the personal representative
- Aug 22, 2026Second offer received
- Aug 15, 2026Open house held, 14 groups
- Aug 12, 2026First offer received
- Aug 9, 2026Three private showings held
- Aug 5, 2026Listed on market, photography published
- Jul 18, 2026Preparation walk-through with trade contractor
- Jul 12, 2026Cleanout completed, property broom-clean
- Jun 18, 2026Septic monitoring inspection performed
- Jun 2, 2026Utilities restored in the estate's name
- May 28, 2026Property secured and re-keyed
Listing activity
- Days on market
- 23
- Online views
- 4,180
- Saves
- 96
- Showings scheduled
- 11
- Showings held
- 9
- Open houses
- 2 (28 groups)
Feedback themes: Buyers respond well to the updated kitchen and the level grounds. Several asked about the septic system; the monitoring inspection is complete and on file. Two buyers are seeking a close within three weeks.
Documents
| Document | Status | Date |
|---|---|---|
| Letters Testamentary (authority) | Received | May 20, 2026 |
| Personal representative's written authorization | Received | May 27, 2026 |
| Estate Property Report | Received | Jul 20, 2026 |
| Septic monitoring inspection report | Received | Jun 25, 2026 |
| On-site sewage system notice (NWMLS 22U) | Pending | Records before closing |
| Title commitment | Received | Aug 8, 2026 |
| HOA resale certificate | Received | Aug 20, 2026 |
| Seller disclosures (Form 17) | Exempt | PR exemption, RCW 64.06.010(6) |
Offers
| Received | Offer | Terms | Estimated net to estate |
|---|---|---|---|
| Aug 12, 2026 | $1,455,000 | Conventional financing, 21-day close, inspection contingency | About $1,360,000 |
| Aug 22, 2026 | $1,480,000 | Cash, 14-day close, information-only inspection | About $1,405,000 |
Estimated net figures are illustrative. Model any offer, retail or cash, against your own numbers in the net proceeds calculator.
Open the net proceeds calculatorExport
Exports the full activity and spend record as a dated document for the estate file. Sample only; the button does not download in this demonstration.
Sample: not functional in this demonstration