@extends('layouts.portal') @section('title', 'Client Dashboard') @section('page_title', 'Client Dashboard') @section('page_subtitle', 'Your Estate Planning Portal') @push('styles') @endpush @section('sidebar') @include('client.partials.sidebar', ['active' => 'dashboard']) @endsection @section('content')

Welcome back, {{ auth()->user()->name }}!

Your Estate Planning Journey Starts Here

Secure Portal Encrypted
@php $clientNotifications = \App\Models\Notification::where('user_id', auth()->id()) ->orderBy('created_at', 'desc') ->take(5) ->get(); $unreadCount = \App\Models\Notification::where('user_id', auth()->id())->whereNull('read_at')->count(); @endphp @if($clientNotifications->count() > 0)

Notifications @if($unreadCount > 0) {{ $unreadCount }} New @endif

View All
@foreach($clientNotifications as $notification)

{{ $notification->title }}

{{ $notification->message }}

@if(!$notification->read_at) New @endif

{{ $notification->created_at->format('M j, H:i') }}

@endforeach
@endif @if(!$onboardingStep)

Welcome to FWG TRUSTEES!

Complete your profile and create your will in a few simple steps.

Start Onboarding Journey
@else

Your Onboarding Progress

Family

{{ $onboardingStep->family_members_completed ? 'Completed' : 'In Progress' }} @if($onboardingStep->family_members_completed) @endif

@if($onboardingStep->family_members_completed)
@endif
Status {{ $onboardingStep->family_members_completed ? '100% Complete' : 'In Progress' }}

KYC

{{ $onboardingStep->kyc_documents_completed ? 'Verified' : 'Pending' }} @if($onboardingStep->kyc_documents_completed) @endif

@if($onboardingStep->kyc_documents_completed)
@endif
Verification {{ $onboardingStep->kyc_documents_completed ? 'Verified' : 'Required' }}

Assets

{{ $onboardingStep->assets_completed ? 'Documented' : 'In Progress' }} @if($onboardingStep->assets_completed) @endif

@if($onboardingStep->assets_completed)
@endif
Documentation {{ $onboardingStep->assets_completed ? 'Complete' : 'Required' }}

Liabilities

{{ $onboardingStep->liabilities_completed ? 'Recorded' : 'In Progress' }} @if($onboardingStep->liabilities_completed) @endif

@if($onboardingStep->liabilities_completed)
@endif
Status {{ $onboardingStep->liabilities_completed ? 'Complete' : 'In Progress' }}
@if(auth()->user()->client->assignedStaff)

Your Assigned Staff

{{ auth()->user()->client->assignedStaff->name }}

{{ auth()->user()->client->assignedStaff->email }}

Your dedicated estate planning specialist

@endif

Quick Actions

Wills

Your created wills

{{ auth()->user()->client->wills()->count() ?? 0 }}

Trusts

Your created trusts

{{ auth()->user()->client->trusts()->count() ?? 0 }}

Family Members

Registered family

{{ auth()->user()->client->familyMembers()->count() ?? 0 }}

Assets

Documented assets

{{ auth()->user()->client->assets()->count() ?? 0 }}
@endif @endsection