New Lead to Consultation
- 1Lead submits website form
- 2AI receptionist qualifies lead for estate or probate
- 3Calendar link sent for discovery call
- 4Initial engagement letter sent via SMS for signature
Systems for Estate Attorneys
Modern Systems for Estate Planning and Asset Protection
Estate planning firms bring in revenue through flat-fee document drafting and hourly probate administration. Money most often slips away during the friction between the initial consultation and the return of the intake questionnaire, or when drafting delays cause clients to lose momentum before signing.
Professional Services
- Secure Intake Portal
- Witness Scheduling Automation
- Advisor Notification Triggers
- Dynamic Intake Reminders
- Document Delivery Workflows
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
Prospective clients or financial advisor referrals reach out for a consultation regarding wills, trusts, or powers of attorney.
- 02
Initial Intake
Detailed personal, financial, and family information is gathered through a secure digital questionnaire.
- 03
Design Meeting
The attorney reviews the assets and family dynamics to recommend a specific trust or estate structure.
- 04
Drafting
Legal documents are prepared based on the design parameters and specific beneficiary instructions.
- 05
Review and Edit
Drafts are shared via a secure portal for client review and final adjustments to be made by the firm.
- 06
Execution
The formal signing ceremony is coordinated with necessary witnesses and notary publics.
- 07
Funding
Assistance or guidance is provided to ensure assets are properly retitled into the name of the trust.
- 08
Periodic Review
Ongoing monitoring to ensure the plan remains current with changing tax laws and family circumstances.
Where it leaks
Common problems for estate planning attorneys.
01
Incomplete Questionnaires
Clients often stall when asked to provide sensitive financial data or list contingent beneficiaries. Without automated reminders, these files sit dormant and unpaid for months.
02
Signing Ceremony Coordination
Matching the schedules of the attorney, the client, and two witnesses requires significant administrative back and forth. Manual scheduling leads to last minute cancellations and lost billable hours.
03
Referral Partner Ghosting
Financial advisors and CPAs send valuable leads but often lose visibility once the referral is made. Failing to provide status updates to these partners dries up the referral pipeline.
04
Document Review Friction
Emailing large PDF drafts back and forth creates version control issues and security risks. Clients often feel overwhelmed by the legal language and stop responding without a guided follow-up.
05
Trust Funding Gaps
Many clients execute documents but never actually retitle their accounts or deeds. This failure to fund the trust creates significant liability and diminishes the perceived value of the legal work.
What LATTICE can build
Systems built around how you work.
Secure Intake Portal
A branded digital environment where clients can securely upload asset statements and family data at their own pace with auto-save functionality.
Witness Scheduling Automation
Self-service booking links that only show times when the conference room and required witnesses are available simultaneously.
Advisor Notification Triggers
Automated updates sent to referring financial professionals when a client reaches key milestones like the design meeting or execution.
Dynamic Intake Reminders
Gentle SMS and email prompts that trigger when a questionnaire remains incomplete for more than three days.
Document Delivery Workflows
Automated release of draft documents through a secure portal with instructions on how to review and provide feedback.
Funding Checklists
Post-signing automated sequences that provide the client with specific instructions for retitling bank accounts and updating beneficiary designations.
Annual Review Reactivation
Automated outreach every two years to check for life changes or new assets that necessitate a trust amendment.
Review Request Automation
Soliciting feedback and public reviews immediately following the signing ceremony while the client feels the relief of a completed plan.
Example systems
What it looks like in practice.
Draft Review Sequence
- 1Attorney marks drafting as complete
- 2Client receives portal link to review documents
- 3Automation checks for review completion after 48 hours
- 4SMS offer to schedule a brief call for clarifying questions
Post-Execution Follow-Up
- 1Signing ceremony completed in CRM
- 2Thank you email sent with digital copies of documents
- 3Task created for paralegal to verify deed recording
- 4Request for review sent 24 hours later
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from estate planning attorneys
How does this handle sensitive financial information?
We utilize secure client portals and encrypted data entry points so that clients never have to send account numbers or asset lists via unencrypted email. You maintain control over who has access to this data within your firm.
Can it help me get more referrals from financial advisors?
Yes, by automating the feedback loop to advisors when their clients reach milestones, you demonstrate professional competence and keep their referral top of mind. This transparency builds trust and encourages more frequent introductions.
Will this replace my legal drafting software?
No, our systems are designed to manage the client experience and firm operations. We handle everything before and after the drafting process, ensuring the client actually shows up to sign the documents your software produces.
Can we automate the collection of probate documents?
Absolutely, we can build specific workflows for executors to upload death certificates, appraisals, and creditor notices, keeping the probate timeline on track without constant manual follow-up.
What happens if a client stops responding during the process?
The system identifies the stall point and triggers a series of re-engagement messages. These are designed to address common anxieties like choosing a guardian or naming a trustee, helping the client move past the mental block.