Flodesk Automation - A Year of Trust Funding Reminders: Template Set for Estate Planning Lawyers

How you’ll get it: You’ll receive the templates already set up in Flodesk. Just click the link, edit to update your branding and signature, and you're good to go!
For your use only: Your purchase includes a license for your personal or firm use. Please don’t share or resell them without a separate commercial license.
Make them your own: Every practice is different. These templates are a starting point, and we encourage you to read them before you start sending them to tweak the language, tone, and details to fit your clients, jurisdiction, and style.
Friendly reminder: Using these templates doesn’t create an attorney–client relationship between you or your clients and us or our employees, agents, etc. or constitute legal advice for how to complete trust funding properly for your clients in your jurisdiction. They’re tools to help you streamline your own client communication, education, and reminder systems.
Digital product: Because this is a digital download, all sales are final. These templates are fully automated and mapped out in Flodesk. YOU MUST HAVE OR CREATE A FLODESK MONTHLY SUBSCRIPTION ACCOUNT TO USE THIS PRODUCT. (If you are not a Flodesk subscriber and would like our discount code to become one, you will find it in the product instructions delivered after you purchase.)

Need more help? If you’d like hands-on support with customization or setting them up in an automation system, just reach out — we’d be happy to talk about options. We provide consulting and coaching services on a flat fee/per project basis. Also, keep your eyes open for any upcoming trainings or updates to integrate this product or others in your practice.

To give you a sense of the tone of the emails, here is a short sample from the first email in the sequence:

"Congratulations! You’ve completed your estate planning documents. Everything is signed and in place, which means you are now about two-thirds of the way toward ensuring your trust accomplishes its most important objective: allowing your heirs and beneficiaries — your loved ones — to bypass the probate process. As we’ve discussed, this will save them time, money, and stress at a moment when they’ll need relief the most. To make that outcome a reality, it is essential that you complete the trust funding process. Over the coming weeks (and throughout the next year - or until you let us know you’ve finished the work), we’ll send you reminder emails to help you stay on track with this crucial step."

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