Take every estate plan from first consult to the signing table
A ready-made estate planning workflow for law firms. Clients share their family and assets, review drafts and book the signing in your portal.
- Steps
- 12 steps
- Typical length
- 4 to 8 weeks
- Who’s involved
- Client, Attorney, Paralegal
- Works with
Calendly
Google Calendar
Zoom
DocuSignStripe
Google Drive
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Intake
2 steps - 2
Engagement
2 steps - 3
Gather and draft
2 steps - 4
Review and revise
3 steps - 5
Sign and fund
3 steps
Estate plans stall on the asset list
The consult went well. Then the deed, the account statements and the beneficiary forms never showed up.
Their assets set the checklist
Answers about family and assets decide which deeds and statements each client owes you.
Drafts reviewed before the meeting
Clients read the drafts and send questions in the portal before the design meeting.
The trust actually gets funded
Funding instructions and a to-do for each account keep going after the signing.
- Complete the estate planning questionnaire
- Book the consultation
- Sign the engagement letter
- Pay the flat fee
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every estate plan goes through, from the first questionnaire to the signed documents and a funded trust, run the same way for each client. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
