Estate Planning Client Project Management Template

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Efficiently manage the estate planning processes for multiple clients with this comprehensive template. From initial consultations to drafting wills and forming trusts, this template ensures that no task or deadline is missed, improving both efficiency and client satisfaction.

Ideal for attorneys juggling multiple clients, this template helps keep tasks organized and prevents anything from slipping through the cracks, ultimately boosting productivity and client satisfaction.

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Estate Planning Client Project Management for Priority Matrix

Estate Planning Client Project Management in Priority Matrix

Streamline the management of multiple estate planning clients to ensure tasks and deadlines are met efficiently.

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Proposed Tasks

Critical & Immediate

  • Client 1: Initial Consultation - Due in 1 week
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up with client
  • Client 2: Draft Will - Due in 2 weeks
    ☐ Research client's assets and wishes ☐ Draft initial version of will ☐ Review draft with client

Critical, Not Immediate

  • Client 3: Estate Tax Planning - Due in 3 weeks
    ☐ Analyze client's financial situation ☐ Develop tax strategy ☐ Review strategy with client
  • Client 4: Trust Formation - Due in 1 month
    ☐ Discuss client's goals for trust ☐ Prepare trust documents ☐ Review documents with client

Not Critical, Immediate

  • Client 5: Probate Process - Due in 1 month
    ☐ Collect necessary documents ☐ File probate petition ☐ Manage estate administration
  • Client 6: Update Will - Due in 2 months
    ☐ Discuss changes with client ☐ Amend will ☐ Review amended will with client

Not Critical, Not Immediate

  • Client 7: Power of Attorney - Due in 2 months
    ☐ Discuss power of attorney with client ☐ Prepare power of attorney document ☐ Review document with client
  • Client 9: Retirement Planning - Due in 3 months
    ☐ Discuss retirement goals with client ☐ Prepare retirement plan ☐ Review plan with client
  • Client 8: Guardianship Appointment - Due in 3 months
    ☐ Discuss guardianship with client ☐ Prepare guardianship documents ☐ Review documents with client
  • Client 10: Digital Assets Management - Due in 4 months
    ☐ Discuss digital assets with client ☐ Prepare digital assets management plan ☐ Review plan with client