Estate Planning Deadlines Project Template

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The Estate Planning Deadlines Project template helps estate planning lawyers keep track of important deadlines using Priority Matrix. This template ensures that all time-sensitive tasks, from drafting wills to filing probate paperwork, are completed on schedule.

By using this template, you can manage your estate planning tasks efficiently, meet all critical deadlines, and provide timely service to your clients.

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Estate Planning Deadlines Project for Priority Matrix

Estate Planning Deadlines Project in Priority Matrix

Manage estate planning deadlines effectively to ensure timely completion of all tasks.

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Proposed Tasks

Urgent and Important

  • Task 1: Finalize Estate Plan due in 1 week
    ☐ Meet with client ☐ Draft estate plan ☐ Review draft with client ☐ Finalize estate plan
  • Task 2: File Probate Paperwork due in 2 weeks
    ☐ Prepare probate paperwork ☐ File paperwork with probate court

Important, Not Urgent

  • Task 3: Draft Will due in 3 weeks
    ☐ Meet with client ☐ Draft will ☐ Review draft with client ☐ Finalize will
  • Task 4: Set up Trust due in 1 month
    ☐ Meet with client ☐ Set up trust ☐ Transfer assets into trust

Urgent, Not Important

  • Task 5: Arrange Power of Attorney due in 6 weeks
    ☐ Meet with client ☐ Draft power of attorney document ☐ Review draft with client ☐ Finalize power of attorney
  • Task 6: Prepare Living Will due in 2 months
    ☐ Meet with client ☐ Draft living will ☐ Review draft with client ☐ Finalize living will

Not Urgent, Not Important

  • Task 17: Set up Trust due in 13 months
    ☐ Meet with client ☐ Set up trust ☐ Transfer assets into trust
  • Task 18: Arrange Power of Attorney due in 14 months
    ☐ Meet with client ☐ Draft power of attorney document ☐ Review draft with client ☐ Finalize power of attorney
  • Task 19: Prepare Living Will due in 15 months
    ☐ Meet with client ☐ Draft living will ☐ Review draft with client ☐ Finalize living will
  • Task 20: File Tax Returns due in 16 months
    ☐ Prepare tax returns ☐ File tax returns
  • Task 7: Update Estate Plan due in 3 months
    ☐ Review current estate plan ☐ Identify necessary updates ☐ Implement updates
  • Task 8: File Tax Returns due in 4 months
    ☐ Prepare tax returns ☐ File tax returns
  • Task 9: Review Estate Plan due in 5 months
    ☐ Review current estate plan ☐ Identify necessary updates ☐ Implement updates
  • Task 10: Update Will due in 6 months
    ☐ Review current will ☐ Identify necessary updates ☐ Implement updates
  • Task 11: Update Trust due in 7 months
    ☐ Review current trust ☐ Identify necessary updates ☐ Implement updates
  • Task 12: Update Power of Attorney due in 8 months
    ☐ Review current power of attorney ☐ Identify necessary updates ☐ Implement updates
  • Task 13: Update Living Will due in 9 months
    ☐ Review current living will ☐ Identify necessary updates ☐ Implement updates
  • Task 14: File Probate Paperwork due in 10 months
    ☐ Prepare probate paperwork ☐ File paperwork with probate court
  • Task 15: Finalize Estate Plan due in 11 months
    ☐ Meet with client ☐ Draft estate plan ☐ Review draft with client ☐ Finalize estate plan
  • Task 16: Draft Will due in 12 months
    ☐ Meet with client ☐ Draft will ☐ Review draft with client ☐ Finalize will