Estate Planning Workflow

This sample Estate Planning Workflow can be tailored to fit your firm’s unique needs and jurisdictional requirements. You can assign specific tasks to the appropriate personnel, including attorneys, assistants, or other staff members.

Sample Estate Planning Workflow

1. Initial Client Meeting (on matter opening)
   • Conduct the first meeting with the client to discuss estate planning goals and collect necessary information.
2. Asset Inventory (on completion of 1)
   • Gather all relevant information about the client’s assets, including property, investments, and other valuables.
3. Order Deeds, Titles, and Other Documents
   • Request official documentation such as deeds, titles, and other records needed for the estate plan.
4. Draft Documents (on completion of 2)
   • Create drafts for the key estate planning documents:
     • Will
     • Trust
     • Power of Attorney
   • Insert templates for these documents directly into the workflow, streamlining document creation.
5. Signing of the Will (on completion of 3)
   • Schedule and coordinate the signing of the Will and any other relevant documents.
6. Send Client Reminder
   • Send a reminder to the client to update their Will (one year after signing).

Customization and Automation

You can insert your templates directly into the workflow, such as the Will and Trust templates. Even client correspondence, such as letters and reminders, can be added to save time and ensure consistency.