Workflow Checklist for Estate Planning & Probate Matters
Get Your Estate Planning & Probate Matters in Order with Automated Workflows
Establishing a streamlined workflow process is key to running an efficient and successful estate planning law firm. This checklist aims to provide guidance on creating automated workflows to get your estate planning and probate matters in order. It covers topics such as designing a client intake process, creating estate planning workflows, creating probate workflows, executing a will, administering a trust, and referral workflows.
With this checklist as a guide, estate planning law firms can easily implement processes that will streamline operations and guarantee quality services for their clients.
In this checklist, we provide an overview of templated workflows for Estate Planning and Probate, including:
- Designing a Nurturing Client Intake Process
- Estate Planning Matter Workflow
- Descendants Estate Workflow
- Administering a Trust
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