Decisions and specification

1. 1

   Scoping decisions ✓ Done

   D01–D27, Q1–Q15, Dealer Q1–Q9, the dealer fee, and the 14:43–14:44 decisions are all made

2. 2

   Quote baseline page ✓ Done

   Scope, features, integrations, compliance, demo fixes and out-of-scope list

3. 3

   Canon sample family defined ✓ Done

   The Richards family: married, Hale WA15, villa in Jávea, Sarah in Glasgow, Daniel in Perth, £1.18m share

4. 4

   11 new mockups recast to the canon, plus A3 PDFs ✓ Done

   will-route, fee-share, firm-team-skills, steward-setup, offline, collectscale-import, legacylists-handover, 3 dealer-offer screens, executor-sell-for-estate

5. 5

   Dealer fee copy in the new mockups ✓ Done

   No "£35 unlock" left; shows £10 + 2%, capped at £250

6. 6

   Paid levels settled ✓ Done

   Richard decided the levels (Linear MFI-79): Level 1 £30 single or £45 couple, up to 100 items; Level 2 £60 or £90, unlimited; there are only two paid levels; both are one-year passes that never renew automatically

7. 7

   Linear team created ✓ Done

   myfamilyinherits v1 (MFI)

8. 8

   Load the project, milestones and issues ○ To do

   Project "myfamilyinherits.com v1", 6 milestones, 73 requirements, drafted and ready

   needs Richard's OK to write to Linear

   myfamilyinherits.com v1 project

9. 9

   Update TT-970 ○ To do

   Record that the 15 Jul "no dealers on MFI" decision is reversed (22 Oct 13:27)

   Linear write, needs OK

   TT-970

Demo amendments (testatetech/code-mfi)

1. 10

   Canon family rollout ✓ Done

   31 of 34 demo pages, the "Explore as" switcher (still the old heir persona) and the data fixture show other families (an older cast with a different home town and a smaller estate)

   Done in the canon-family pull request. See its leftovers list for what is still open.

   TT-1211

2. 11

   Remove "from £150" ✓ Done

   Remove it from 10 screens, plus the homepage "From £290". Replace with the two will routes (D01)

   "From £150" and "From £290" are gone. The two will routes replace them.

   TT-1571

3. 12

   Levels shown the same way on every screen ✓ Done

   Plans and payment and Settings now match item 6; Level 0 monitoring is marked "Coming after launch"

4. 13

   Rewrite "never take a cut" ✓ Done

   Replace with disclosed fees on home-v2, compare-advisers and payment-upgrade (P5, Q4)

   Reworded to the disclosed dealer fee: £10 + 2% of the accepted offer, plus VAT, capped at £250.

5. 14

   Remove the check:resale-neutrality CI gate ✓ Done

   It is the PR #98 / TT-970 gate. It blocks any dealer card on /collection, /collection-heirchat or /vehicle, so the dealer screens can't be ported until it goes

   Removed in PR #150, which this work builds on.

6. 15

   Trim mockup CI (D25, D26) ✓ Done

   pnpm build still runs mockup-parity-check.mjs, and spec-coverage.yml runs parity:mockup. D26 says the mockups must not be patrolled by CI

   Removed in PR #150, which this work builds on.

7. 16

   Scotland and Northern Ireland shown as coming later ✓ Done

   Show Scotland and Northern Ireland as Coming later with register interest; England and Wales selectable (Q13, updated 22 Oct)

   England and Wales only at launch. Scotland and Northern Ireland are visible, labelled Coming later, with a register-interest option. Heirs-abroad warnings stay.

8. 17

   MLP Law featured-partner chip ✓ Done

   Add the chip with "MLP Law is a featured partner; ranking is by fit." (Q14)

   Superseded. Richard decided at 15:26 on 22 Oct that MLP Law is a regular provider with no featured chip. Firms are ranked by fit everywhere.

9. 18

   Copy and compliance edits ○ To do

   INHERIT claims (D14), IHT wording (D16), pensions 2027 (D15), remove developer notes

10. 19

    Mobile fixes ○ To do

    Sideways scroll on 5 pages, cramped headers on 2, Back Office unreadable on a phone, 12 pages with no h1, small tap targets on /wishes/

11. 20

    Shared stylesheet ○ To do

    33 of 34 pages redefine tokens inline. Move them into the one file, which already exists

    Started: the pre-quote page and the shared parts use the one stylesheet. Most older pages still define their own tokens.

12. 21

    Real navigation plus a demo-tools layer ○ To do

    Show the public top nav and the signed-in nav, and mark the rail and switcher as demo tools

    Started: the bar, the "Explore as" switcher and the side menu are labelled as demo tools. The public top nav is still to do.

13. 22

    Extend "Explore as" ✓ Done

    Add Margaret, Yusuf, Daniel, a CollectScale collector and Back Office (Rich); rename the old second child to Daniel

    Explore as now has David, Margaret, Sarah, Yusuf, Daniel, the executors, the firm, a collector and Back Office.

14. 23

    Port the 11 new mockups into Astro ○ To do

    Add each as src/pages/<route>.astro wrapping mockups/richer/<file>.html

15. 24

    New public pages ○ To do

    Add /routes/, /about/, /contact/, /help/, /terms/, /cookies/ and /join/

16. 25

    New screens still missing ○ To do

    Q6 restricted-item flag; Q7/Q8 vetting badges; Q9 family-letter approval; executor probate/estate admin quote request (Q5); "Update my will" flow with a release-original-will request (P2); STEP badge on firm-team-skills

    mock up first

17. 26

    Consent screen ○ To do

    The CollectScale owner-consent step exists inside collectscale-import.html. Check it is a clear screen of its own and add consent before details pass to a firm (fee-share)

    check

18. 27

    "Pre-quote request" section on the demo ✓ Done

    Add this list as a demo page

    This page.

19. 28

    A3 print check of the whole demo ○ To do

    Every screen should print on A3 for review before the freeze

    new screens done

People, compliance and sign-off

1. 29

   MLP meeting, 3 Nov 2026 … Waiting on someone else

   Jane and Stephen. Pitch partner earnings, not ownership; anchor tenant, charity-will partner and the fee share

   3 Nov

2. 30

   Fee-share agreements and disclosure ○ To do

   Written agreements with MLP Law and others; SRA 5.1–5.3

   TT-1931

3. 31

   Compliance sign-offs ○ To do

   AML art £0 rule; DAC7 for estates (accountant); DMCC ranking and fee disclosure; FCA copy; dealer agreement (solicitor); probate as a reserved activity; charity-will wording; restricted-item guidance

   can run alongside the quote; needed before launch

4. 32

   FCA wording PR … Waiting on someone else

   Merge Josh's 4 Oct FCA PR (Josh reviews and merges), then close TT-1294 (D03)

   Josh

   TT-1294

5. 33

   PI and cyber cover ○ To do

   Richard arranges (D23). code-mfi's deploy has a pi-cover:gate

6. 34

   Freeze sign-off ○ To do

   Richard signs off the frozen demo plus the Page as the baseline

   last

7. 35

   Send the quote request to Josh ○ To do

   Email draft ready; hold it until items 8, 10–28 and 34 are done, then redraft it to point at the Linear project and the demo

   held

The 73 requirements in Linear

Each requirement is a Linear issue in the MFI team. Open one to see its scope.