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ESCROW MILESTONE PLANNER

Plan each payment around proof of progress.

Enter the amount to hold, then define what must happen before each release. See every planned payment, the evidence required, who confirms it, and the balance left afterward.

ESCROW / CONTROLLED RELEASEPLANNING MODEL
AMOUNT TO HOLD$500,000USER-ENTERED SCENARIO
RELEASE STAGES3DEFINED CONDITIONS
BBUYER
◆HELD
SSELLER
01 / FUNDDeposit
02 / VERIFYEvidence
03 / RELEASEPayment
CONDITIONS BEFORE DISBURSEMENTNO FUNDS ARE HANDLED HERE
A clear route from funding to release

Make every release clear in advance.

Define the release share, target date, required evidence and person who confirms each milestone. The planner adds the amounts and shows any missing terms before you discuss an actual escrow agreement.

Enter the agreement details.

01 / INPUTS
Funding structureCONTRACT → ESCROW
Release percentages apply to this funded pool.
Estimate only; excludes taxes and FX.
Shown separately from the amount held. Confirm who pays it under the agreement.
Release milestonesUP TO SIX STAGES
Disagreement processDECIDE BEFORE FUNDING
Summarize the contract process. The planner cannot decide a dispute.
A target date does not release money. The agreed evidence and approval process must control each payment.
YOUR ESCROW PLAN OUTCOME

A release plan you can review together.

02 / 02
PLAN STATUSComplete the release terms.

The report will show what is allocated and which details still need to be agreed.

Proposed escrow pool—
Milestones allocated—
Unassigned amount—
WHAT TO PREPARE NEXT

Agree the release rules.

  • Define objective proof for each milestone.
Explore escrow services ↗

This is a proposed schedule only. It does not create an escrow account, hold money, verify a milestone or authorize a payment.

A release is conditional

Make the evidence specific.

For each payment, identify who submits evidence, who verifies it, the exact acceptance standard and what happens if the parties disagree. The planner records a short evidence description; it cannot verify performance.

Milestone allocation × funded escrow pool = planned release
A funded pool is finite

See what remains at every step.

The schedule allocates only money placed in escrow. If a contract is partly funded, the remainder sits outside this model. Fees are estimated separately so they are never silently deducted from a proposed release.

Funded pool − cumulative planned releases = balance after checkpoint