Good morning, Dana.
Here's what's happening across WillVault — wills, powers of attorney and legal documents in the making.
Documents generated
Completed
Drafts
840 documents drafted in December — a record month.
Documents by type
9,204
total docs
- Last Will & Testament 54% 4,970
- Power of Attorney 22% 2,025
- Living Will 16% 1,473
- Letter to Executor 8% 736
Wills remain the most requested legal document.
Revenue trend
Collections
$128,490
Lifetime collections
JanFebMarAprMayJunJulAugSepOctNovDec
Recent customers
View all
Amelia LopezLast Will & Testament
$99
Colin OkaforPower of Attorney
$49
Sarah & James KimHousehold bundle ×2
$149
ER
Elena RuizEstate bundle
$99
PS
Priya ShahLast Will & Testament
$49
Recent documents
| Document | Customer | Plan | Status | Updated | |
|---|---|---|---|---|---|
|
Last Will & TestamentFormal estate will
|
Amelia Lopez |
Completed | Sep 21 | ||
|
Financial Power of AttorneySpringing agent
|
Colin Okafor |
Completed | Sep 21 | ||
|
Last Will & TestamentFormal estate will
|
PSPriya Shah |
Draft · 62% | Sep 20 | ||
|
Living WillHealthcare directives
|
MWMarcus Webb |
Completed | Sep 19 | ||
|
Letter to ExecutorPersonal instructions
|
RDRosa Delgado |
Pending | Sep 18 | ||
|
Household Wills ×2Mirrored spousal wills
|
Sarah & James Kim |
Completed | Sep 18 | ||
|
Last Will & TestamentFormal estate will
|
DCDevon Carter |
Draft · 18% | Sep 17 | ||
|
Power of AttorneyImmediate agent
|
ERElena Ruiz |
Pending | Sep 16 |
Documents
Every will, power of attorney and legal document in the system.
| Document | Customer | State | Type | Status | Updated | |
|---|---|---|---|---|---|---|
Last Will & Testament#WV-W-1042 |
Amelia Lopez |
Texas | Completed | Sep 21 | ||
Financial Power of Attorney#WV-P-887 |
Colin Okafor |
Illinois | Completed | Sep 21 | ||
Last Will & Testament#WV-W-1041 |
PSPriya Shah |
California | Draft · 62% | Sep 20 | ||
Living Will#WV-L-331 |
MWMarcus Webb |
Ohio | Completed | Sep 19 | ||
Letter to Executor#WV-E-118 |
RDRosa Delgado |
Florida | Pending | Sep 18 | ||
Household Wills ×2#WV-H-204 |
Sarah & James Kim |
Washington | Completed | Sep 18 | ||
Last Will & Testament#WV-W-1038 |
DCDevon Carter |
New York | Draft · 18% | Sep 17 | ||
Power of Attorney#WV-P-884 |
ERElena Ruiz |
Arizona | Pending | Sep 16 |
Showing documents from all 50 states with auto-updated signing rules.
Drafts
Interviews in progress — customers can pause and resume at any step.
Interview progress
62%
Updated Sep 204 of 6 steps
Interview progress
41%
Updated Sep 183 of 6 steps
Interview progress
85%
Updated Sep 175 of 6 steps
Interview progress
18%
Updated Sep 161 of 6 steps
Interview progress
73%
Updated Sep 154 of 6 steps
Interview progress
55%
Updated Sep 153 of 6 steps
Drafts are encrypted at rest and only visible to the customer who started them.
Completed Documents
Signed-ready PDFs the customer has paid for and downloaded.
| Document | Customer | Completed | Pages | Size | |
|---|---|---|---|---|---|
Last Will & TestamentPDF · ready to sign |
Amelia Lopez |
Sep 21, 2026 | 14 pp | 1.2 MB | |
Financial Power of AttorneyPDF · ready to sign |
Colin Okafor |
Sep 21, 2026 | 9 pp | 780 KB | |
Household Wills ×2PDF · mirrored wills |
Sarah & James Kim |
Sep 19, 2026 | 28 pp | 2.4 MB | |
Living WillPDF · ready to sign |
MWMarcus Webb |
Sep 18, 2026 | 6 pp | 540 KB | |
Estate Bundle (Will, POA & Living Will)3 PDFs · zipped |
ERElena Ruiz |
Sep 16, 2026 | 27 pp | 2.1 MB | |
Last Will & TestamentPDF · ready to sign |
RDRosa Delgado |
Sep 12, 2026 | 14 pp | 1.1 MB | |
Letter to ExecutorPDF · ready to sign |
OHOmar Haddad |
Sep 9, 2026 | 4 pp | 320 KB |
Every PDF includes the customer's state signing checklist and notary instructions.
Customers
People who use WillVault to protect their family's future.
| Customer | Documents | Lifetime spend | Joined | Status | |
|---|---|---|---|---|---|
| Amelia Lopezamelia.lopez@example.com |
4 | $248 | Mar 12, 2025 | Active | |
| Colin Okaforcolin.okafor@example.com |
3 | $196 | Jun 3, 2025 | Active | |
| Sarah & James Kimsarah.kim@example.com |
6 | $447 | Jan 22, 2025 | Active | |
MWMarcus Webbmarcus.webb@example.com |
2 | $98 | Aug 14, 2025 | Active | |
ERElena Ruizelena.ruiz@example.com |
5 | $396 | Apr 5, 2025 | Pending | |
PSPriya Shahpriya.shah@example.com |
1 | $49 | Feb 11, 2026 | Active | |
RDRosa Delgadorosa.delgado@example.com |
3 | $246 | Oct 30, 2025 | Pending | |
DCDevon Carterdevon.carter@example.com |
1 | $49 | May 2, 2026 | Active |
Payments
Invoices, plan charges and refunds across the service.
| Invoice | Customer | Plan | Method | Amount | Status | Date |
|---|---|---|---|---|---|---|
| #WV-04821 | Amelia Lopez |
Visa ••••4523 | $99 | Paid | Sep 21 | |
| #WV-04820 | Colin Okafor |
Mastercard ••••8817 | $49 | Paid | Sep 21 | |
| #WV-04819 | MWMarcus Webb |
PayPal | $49 | Paid | Sep 19 | |
| #WV-04817 | Sarah & James Kim |
ACH transfer | $149 | Paid | Sep 18 | |
| #WV-04815 | RDRosa Delgado |
Visa ••••1120 | $99 | Pending | Sep 18 | |
| #WV-04814 | DCDevon Carter |
Mastercard ••••3902 | $49 | Pending | Sep 17 | |
| #WV-04812 | ERElena Ruiz |
PayPal | $99 | Paid | Sep 16 | |
| #WV-04807 | GOGary Osei |
Visa ••••7740 | $49 | Refunded | Sep 10 |
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Dana Whitfield
Administrator · admin@willvault.com
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WillVault is not a law firm and does not provide legal advice.