Estate Planning Task Management Template

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Enhance your estate planning process by using this template to manage tasks, updates, and notes effectively. With Priority Matrix, ensure that your team of paralegals, lawyers, and financial advisors stays aligned and informed throughout the estate planning process.

This template provides a structured approach to handling client consultations, document reviews, estate plan drafts, and more, ensuring improved collaboration and efficiency.

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Estate Planning Task Management for Priority Matrix

Estate Planning Task Management in Priority Matrix

Streamline estate planning with organized tasks and efficient team collaboration.

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Proposed Tasks

High Priority, Urgent

  • Task 1: Initial Client Consultation (due in 1 day)
    ☐ Prepare for consultation ☐ Conduct consultation ☐ Follow-up
  • Task 3: Draft Estate Plan (due in 2 weeks)
    ☐ Prepare draft ☐ Review draft ☐ Finalize draft
  • Task 5: Revise Estate Plan (due in 1 month)
    ☐ Make revisions ☐ Review revisions ☐ Finalize revisions
  • Task 7: Execute Documents (due in 2 months)
    ☐ Prepare for execution ☐ Conduct execution ☐ File documents

High Priority, Non-Urgent

  • Task 2: Document Review (due in 1 week)
    ☐ Collect documents ☐ Review documents ☐ Identify issues
  • Task 4: Client Review Meeting (due in 3 weeks)
    ☐ Schedule meeting ☐ Prepare for meeting ☐ Conduct meeting
  • Task 6: Final Client Meeting (due in 5 weeks)
    ☐ Schedule meeting ☐ Prepare for meeting ☐ Conduct meeting
  • Task 10: Team Meeting (due in 3.5 months)
    ☐ Schedule meeting ☐ Prepare for meeting ☐ Conduct meeting

Low Priority, Urgent

  • Task 8: Follow-up with Client (due in 2.5 months)
    ☐ Schedule follow-up ☐ Conduct follow-up ☐ Address any issues

Low Priority, Non-Urgent

  • Task 9: Update File (due in 3 months)
    ☐ Update client file ☐ Store documents ☐ Close file