Clients - Secure My Legacy Help

The four numbers

Clients from your leave-behind, Ran the audit, Started the envelope and Named an executor. Together they say whether the leave-behind is working and whether clients are following through.

The table

Column	What it shows
Client	Name and email.
Joined	When they signed up.
Audit	When the inventory was last refreshed, or Not yet.
Accounts	How many the audit found, with the critical count in gold.
Envelope	Sections completed out of four, as a bar.
Executors	How many are named.
Plan	Community, Executor Kit or Standby.

Only clients who have left share my progress on appear. Counts and dates are all that leave their account: never the accounts themselves, the vault, the kit text or the executors’ details. Until someone signs up, the panel explains where clients come from and offers Print the leave-behind.