⚖️ Law firms template
Estate planning template
An estate planning checklist for attorneys: the questionnaire, asset list, beneficiary designations and choices of executor, guardian and healthcare agent to collect before drafting wills and trusts.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Estate plan"
- Usually repeats
- As needed
Ask the client for
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Completed estate planning questionnaire
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List of assets and how each is titled
Homes, accounts, retirement plans, life insurance and business interests.
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Current beneficiary designations
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Choice of executor or trustee
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Guardians for minor children
Only if they have children under 18.
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Healthcare agent and power of attorney choices
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Existing wills or trusts
Your steps
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Draft documents and schedule signing
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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