Fiduciary workspacePREVIEWBT
Fictional preview · Changes last until reload · For saved documents, open the private workspaceConnection status

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.

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Source administration preview

This is a review interface demonstration, not an approved legal collection.

Source references

Probate Code §§ 16047 and 16052

Status

Pending legal review

Effective date displayed

January 1, 1996

Official link check

September 23, 2026

No statute text is indexed. Automated update checking and historical retrieval are not connected. A demo approval does not change this boundary.

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.

Works in the demo
  • 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
Needs production services
  • 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 & privacy

Start fresh

Reset all fictional changes in this demo, including records, tasks, comments, and sample review status.