Settings
Preferences, source review, and the path from demo to production.
Workspace preferences
Plain-English explanations
Show extra context in the roadmap for a first-time fiduciary.
Demo profile
No onboarding preferences selected yet.
Source administration preview
This is a review interface demonstration, not an approved legal collection.
Probate Code §§ 16047 and 16052
Pending legal review
January 1, 1996
September 23, 2026
Version & review history
Sep 23, 2026: Source links provided. Professional legal approval pending.
Implementation handoff
What works, what is illustrative, and what remains before client use.
- Public pages and responsive workspace
- Separate trust and estate roadmaps
- Sample documents, tasks, and comments
- Decision drafts and human confirmation
- PDF report, originals, and indexed ZIP export
- Identity, MFA, and matter authorization
- Secure storage, scanning, backups, and retention
- Durable originals, versions, and audit records
- Reviewed legal collection and restricted AI
- Provider privacy verification and legal policies
The intended domain is www.CyberFiduciary.com. It has not been connected. Contact intake, real invitations, client sign-in, and document uploads remain unavailable.
Security & privacyStart fresh
Reset all fictional changes in this demo, including records, tasks, comments, and sample review status.