Meeting follow-ups · Marcus’s desk
rendered 2026-08-04
FICTITIOUS — FORGE DEMO ONLY · SPECIMEN · a proposal, nothing filed or sent
Two things from each meeting note: the record to file, and the task list that actually follows. Only what was decided is a task — venting, work routed to the client’s own advisor, and what’s only discussed or awaited are held below, on the record, with the reason. A proposal for Marcus to review and file — nothing here has been filed or sent.
Memos
3
meeting notes processed
Tasks that follow
2
real commitments, owner + date
Heard — held
4
raised, but not a task for us
The task list that follows
Every proposed task across these memos, soonest due first. An inferred owner or a [confirm] date is the tool’s best guess where the note didn’t say — worth a look before filing.
| Due | Item | Owner | Household |
|---|
| 2026-06-18 | Confirm the money-market balance covers the fall roof outlay; email Marisol the figureDecided to confirm liquidity for the roof outlay and send Marisol the figure. Owner and date named in the note. | Marcus | Quaid |
| 2026-06-30 | Update primary beneficiary on the IRA (currently Martin Quaid) — prepare the custodian beneficiary-change formClient confirmed the divorce was finalized May 2026 and wants Renata named primary; memo decided to process the custodian form. Owner and date named in the note. | Priya | Quaid |
By meeting — what was heard and held
The Uxbridge Household H106
2026-07-14 · video · annual review
no tasks2 held
Heard — held, not a task for us
- Routed to client's own advisorRestructure the revocable living trust and redraft the special-needs provision for the adult nephewLegal drafting belongs to the client's estate attorney. We told Alan we don't draft or amend trust documents and referred him out. Do not open a task to do counsel's work.
- Waiting on clientRetitle the relevant accounts to match the revised trustThis one is ours to do, but only after the attorney finalizes the documents and the client tells us. Held with that trigger so it surfaces as a real task the day the trust is finalized — not before.
The Quaid Household H008
2026-06-11 · in-office · annual review
2 tasks1 held
Heard — held, not a task for us
- Waiting on clientRenata's full legal name and date of birth (needed for the beneficiary-change form)The form can't be prepared until Marisol forwards these; held with the trigger so it feeds task #1 the moment it arrives, rather than sitting as a task Priya can't start.
The Kestrel Household H096
2026-06-02 · phone · annual review
no tasks1 held
Heard — held, not a task for us
- Venting / reassuranceMarket anxiety — vented about volatility and a friend moving to cash; asked whether he was foolish to stay investedA reassurance conversation. Miles requested no change and, walked back through his plan, agreed nothing had changed. Opening a task would manufacture work off a feeling — the right record is that we listened and he chose to stay the course.