The landing screen: four numbers about your inventory and the status of the kit, Family Cleanup, the Standby Plan and the Gmail audit.
The Dashboard answers one question: how ready is my family?
The line under the heading tells you when the last audit ran and where its data came
from (your Gmail address, or sample data). Until you run one it reads No audit yet:
connect Gmail or load sample data to begin.
Executor Kit Status lists the four sections of the kit
with a tick for each one marked complete and a progress bar beside it. The button reads
Open when the kit is on your plan and Unlock otherwise.Family Cleanup Service shows the three stages of a cleanup request:
Requested, In progress, Complete. Request Cleanup starts one; once a request exists
the button becomes View and the estate’s name appears underneath.Standby Plan shows whether the plan is active and when the
next review falls. Manage Plan opens the plan when it is active and Billing when it
is not.Gmail Audit runs a scan on the spot with Run Now, shows which Google account is
connected, and shows the recurring-scan cadence when the Standby Plan is active. Under
it, Load sample data instead fills the inventory with sixteen realistic accounts so
every screen can be explored without connecting anything.
The sidebar shows a padlock next to features your plan does not include. Clicking one
still opens the page, where an upgrade prompt explains what the feature does and links
to Billing.
