Edit: {{ $willsCase->case_number ?? $willsCase->displayId }}

Client Details

Date of Birth

Case Details

REP

Case Owner

Drafting Contact

Products

@foreach(\App\Models\WillsCase\WillsCase::PRODUCT_OPTIONS as $idx => $opt)

@endforeach

Financial

AW&T Invoice Issued

Our Fee Status

Workflow Milestones

Welcome Letter Sent

Introduction Call

Intro Call By

Trust Docs Instructed

In House Instructed

Docs Outstanding from Reps

Document Drafting

Drafts Received

Drafts Issued to Client for Approval

Master Copies Signed by Client

Master Copies Received in Office

Date on Document Signed

Registration

Documents Requiring Registration

Yes

Documents to be Registered by Aiker @foreach(\App\Models\WillsCase\WillsCase::REGISTRATION_DOC_OPTIONS as $idx => $opt)

@endforeach

Documents to be Registered by External @foreach(\App\Models\WillsCase\WillsCase::REGISTRATION_DOC_OPTIONS as $idx => $opt)

@endforeach

@if(count($documents_to_register_aiker))

Registration Completed by Aiker

@foreach(\App\Models\WillsCase\WillsCase::REGISTRATION_DOC_OPTIONS as $idx => $opt) @if(in_array($opt, $documents_to_register_aiker))

@endif @endforeach

@endif @if(count($documents_to_register_external))

Registration Completed by External

@foreach(\App\Models\WillsCase\WillsCase::REGISTRATION_DOC_OPTIONS as $idx => $opt) @if(in_array($opt, $documents_to_register_external))

@endif @endforeach

@endif

Post-Completion

Client Letters from HMRC Received

Annual Minutes Task Set

Dates

Date/Time Opened

Date/Time Closed

IFA Referred Date

Flags

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