A Year of Trust Funding Reminders

Email templates for estate planning lawyers

12 months of reminders mapped out (weekly to bi-weekly to monthly as the year progresses) 

Done-for-you client emails

Progress checklists included

Customizable for your practice

Save hours of drafting time

Works with any email system

Delivered in an easy to access (and edit!) format

Here's a sample...

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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Due to the nature of this product as a digital download, we do not offer refunds. You are solely responsible for the final version and content of emails you automate and send to your clients. It is your responsibility to ensure that the emails you send are complete, compliant with your jurisdiction's requirements, and meet the needs of your practice and your clients. 

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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A Year of Trust Funding Reminders: Template set for estate planning lawyers$197

What you get:

Immediate access to templates

Editable, customizable email text 

Progress tracker 

Weekly bi-weeklymonthly sequence

Automated follow-up gives you peace of mind

  • Total payment
  • 1xA Year of Trust Funding Reminders: Templates for EP Lawyers197$197
    -+

All prices in USD