Estate Planning Task Prioritization Template

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Streamline your estate planning process with this template designed for estate planning lawyers. Use the Priority Matrix to organize tasks by urgency and importance, ensuring that high-priority tasks like drafting wills and setting up trusts are addressed first.

This template helps you manage the numerous tasks involved in estate planning, from client meetings to updating client files, allowing you to focus on what matters most and deliver exceptional service to your clients.

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Estate Planning Task Prioritization for Priority Matrix

Estate Planning Task Prioritization in Priority Matrix

Organize and prioritize estate planning tasks for efficient and effective management.

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Proposed Tasks

Important and Urgent

  • Client Meeting (due in 1 day)
    ☐ Review client's case ☐ Prepare for meeting ☐ Conduct meeting
  • Draft Will (due in 2 days)
    ☐ Meet with client to discuss their wishes ☐ Write initial draft of will ☐ Review draft with client
  • Prepare Power of Attorney (due in 2 days)
    ☐ Discuss with client ☐ Draft document ☐ Review with client
  • Set Up Trust (due in 1 week)
    ☐ Discuss trust options with client ☐ Prepare necessary documents ☐ Finalize trust with client

Important, Not Urgent

  • Continuing Education Webinar (due in 1 week)
    ☐ Register for webinar ☐ Attend webinar ☐ Review and apply new knowledge
  • Research Tax Implications (due in 2 weeks)
    ☐ Research tax laws related to estate planning ☐ Analyze client's financial situation ☐ Provide tax advice to client

Not Important, Urgent

  • Attend Networking Event (due in 3 days)
    ☐ Prepare business cards ☐ Plan talking points ☐ Network with potential clients
  • Update Client Files (due in 3 days)
    ☐ Review current files ☐ Update with new information ☐ Store files securely

Not Important, Not Urgent

  • Write Blog Post (due in 2 weeks)
    ☐ Choose topic ☐ Write post ☐ Publish on website
  • Update Website (due in 1 month)
    ☐ Review current website content ☐ Write updates ☐ Implement updates