Dataset viewer

Rebecca Stannard

saved Apr 19, 2019 13:46
7linked records
1question

Fields

First nameRebecca
Last nameStannard
CompanyStannard & Hoyt, S.C.
Job titleAttorney, estate planning
Websitestannardhoyt.example
GenderFemale
CommentsHas the signed originals in her vault; ours are copies.
Relation to the owneradvisor

Phones

- number: '6085550115'
  variant: Work

Emails

- email: rstannard@stannardhoyt.example
  variant: Work

Addresses

- variant: Work
  street_address_1: 14 Pinckney Mews
  street_address_2: Suite 300
  city: Madison
  state: Wisconsin
  postal_code: '53703'

Comments

0

Comments are added in the local viewer; this copy is read-only.

Why it exists

Story, 2019-05-14: New wills and the Ostrander Family Revocable Trust are signed. Both houses are deeded into the trust.

Questions that use it

1
q168 Where are our wills?

In the app

missing

From the app's own code (viewer/app_export.sh): Not made yet: run viewer/app_export.sh retired-couple.

One step out

document_subject →Letter from Rebecca with the amendment — Document; document_subjectLetter from Rebecca w…journal_subject →We signed the wills and the trust this afternoon at Rebecca Stannard's office.… — Journal; journal_subjectWe signed the wills a…journal_subject →We signed the amendment to the trust this afternoon at Rebecca Stannard's, in t… — Journal; journal_subjectWe signed the amendme…note_subject →Rebecca Stannard, Stannard & Hoyt: our first real meeting, Tuesday the 23rd, an… — Note; note_subjectRebecca Stannard, Sta…note_subject →The trust: amended yesterday, October 10, at Rebecca Stannard's office. Two wit… — Note; note_subjectThe trust: amended ye…advisor ←Peg Ostrander — Contact; advisorPeg Ostranderreminder_subject →Stannard & Hoyt at 2:00 - sign the trust and the wills — Reminder; reminder_subjectStannard & Hoyt at 2:…Rebecca Stannard

As the app receives it

4

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "$type": "n_type_person",
 "id": "n_rebecca_stannard",
 "createdAt": "1555681560000",
 "first_name": "Rebecca",
 "last_name": "Stannard",
 "gender": "Female",
 "company": "Stannard & Hoyt, S.C.",
 "job_title": "Attorney, estate planning",
 "website": "stannardhoyt.example",
 "comments": "Has the signed originals in her vault; ours are copies."
}
{
 "$type": "n_type_phone_number",
 "id": "n_rebecca_stannard_phone_number_1",
 "createdAt": "1555681580000",
 "number": "6085550115",
 "variant": "Work"
}
{
 "$type": "n_type_email",
 "id": "n_rebecca_stannard_email_1",
 "createdAt": "1555681580000",
 "email": "rstannard@stannardhoyt.example",
 "variant": "Work"
}
{
 "$type": "n_type_address",
 "id": "n_rebecca_stannard_address_1",
 "createdAt": "1555681580000",
 "variant": "Work",
 "street_address_1": "14 Pinckney Mews",
 "street_address_2": "Suite 300",
 "city": "Madison",
 "state": "Wisconsin",
 "postal_code": "53703"
}

Source

personas/retired-couple/records/people.yaml:558

- id: rebecca-stannard
  kind: person
  relation: advisor
  first_name: Rebecca
  last_name: Stannard
  gender: Female
  company: Stannard & Hoyt, S.C.
  job_title: Attorney, estate planning
  website: stannardhoyt.example
  comments: Has the signed originals in her vault; ours are copies.
  phones:
    - {number: "6085550115", variant: Work}
  emails:
    - {email: rstannard@stannardhoyt.example, variant: Work}
  addresses:
    - {variant: Work, street_address_1: 14 Pinckney Mews, street_address_2: Suite 300, city: Madison, state: Wisconsin, postal_code: "53703"}