All demonstrations
Fictional matter · 2025-VD-0388
Maturity: PrototypeEstate of Pierre Marmier
Estate / succession administration. Responsible: Me. L. Rochat. Illustrative workflow — configuration depends on canton, office practice and applicable requirements.
All demonstration data is fictional. A fictional matter in a synthetic data model. Nothing here is a legally valid document or advice.
Overview
- Reference
- 2025-VD-0388
- Status
- In review
- Opened
- Closed
- —
- Canton
- VD — placeholder configuration
- Workflow position
- Stage 4 of 9: Internal review
Clients and parties
- Pierre Marmier (late)Deceased
- Odile MarmierHeir (illustrative) · client
- Raphaël MarmierHeir (illustrative) · client
Documents (1)
| Document | Status | Control | Outstanding |
|---|---|---|---|
| Inventory of estate (working draft)v0.2 | Internal review | REVIEW REQUIRED | Two bank balances still to be confirmed by the heirs. |
Appointments
Calendar view- 11:00 — Heirs' meeting on the inventory (confirmed)
Tasks and deadlines
- Review inventory draft v0.2 — Document review, Me. L. Rochat, due
- Confirm two bank balances with the heirs — Client information, C. Vuillemin, due
Fees (illustrative)
Open billing workspaceRecorded items: 3 · unbilled: CHF 810.00
- DEMO-2025-140 — Issued — unpaid — CHF 600.00
Communications
- · Incoming · Post — Asset questionnaire returned, two balances missing.
- · Outgoing · Telephone — Explained what is still needed for the inventory.
Activity history
- Inventory of estate (working draft): Flagged two fields as missing — prepared for review, not decided — System (demonstration)
- Inventory of estate (working draft): Entered questionnaire answers into v0.2 — C. Vuillemin
- Matter opened — Me. L. Rochat