Project · Mom's Estate

Mom's Estate

Estate management, document tracking, and task log for the Oblinger estate.

Estate management and task tracking. IBM Box stores any sensitive legal or financial documents — never iCloud.

8
Open tasks
1
Completed
9
Total tracked
Legal
Probate filing status
Confirm with attorney.
high
open
Legal
Death certificate copies
Multiple certified copies needed for banks.
high
open
Legal
Will execution + executor duties
Review with estate attorney.
high
open
Financial
Bank accounts — transfer / close
Each bank requires its own process.
high
open
Financial
Final tax return
Consult CPA for estate tax year.
med
open
Property
Property valuation
Formal appraisal needed for estate value.
med
open
Property
Utilities + insurance transition
Keep active until property sale.
med
open
Personal
Belongings — distribute / donate
Family should gather first.
low
open
Personal
Obituary + memorial records
Filed in vault.
done
complete
📦 Sensitive docs (wills, account statements, legal filings) → IBM Box only, never iCloud