A plan signed three years ago may no longer match the family it was written for. This agent drafts the invitations that bring past clients back, on a schedule your firm chooses.
Most estate planning firms mean to check in with past clients each year, and most find the effort slips when the signing calendar fills. A move, a new grandchild, a sold business or a divorce can quietly change what a plan ought to say, and the client may not think to call. A steady, polite reminder is often the only prompt they get.
This agent keeps that rhythm for the whole practice group. It reads the firm's client list, works out who is due according to the cadence you set, and drafts an invitation in your voice with a brief form and a link to book time. It does not tell anyone their plan needs changing or suggest what a change should be. The attorney or practice administrator approves every group and every email before it is queued.
With your practice administrator we decide which past clients are invited: by signing year, by plan type, or by an attorney's own list. Anyone on a hold list is skipped from the start.
You pick how often each group hears from the firm and what month the first note goes out. The agent builds the calendar and drafts each wave ahead of its send date.
The practice administrator or attorney reads the wording and the recipient list, edits freely and approves. Only then does a staff member load the batch into the firm's mail tool.
Each month the agent lists the clients whose documents were signed in that month in earlier years and drafts an invitation for each. The practice administrator scans the list for anyone she knows should be left alone, such as a family in the middle of a loss.
When intake notes or a client's reply mention a new child or grandchild, the agent adds a line to the reviewer's task list suggesting a follow-up call. It makes no recommendation about the plan itself. The attorney decides whether and how to reach out.
Address changes in the client file prompt a flag in the review queue. The agent drafts a short note asking whether the family would like the firm to look at the plan, and the attorney decides what, if anything, to say about the change.
If a past client's file shows a business interest, the agent notes it on the tracking sheet so a person can raise it at the right moment. Nothing about the sale is assumed. The invitation asks an open question and leaves the answer to the family.
That is your choice, and it can differ by group. Many firms pick a single note a year with one gentle follow-up. The agent will not draft more than the cadence you set, and you can pause a whole group in a moment.
Yes. Every invitation carries an opt-out line, and a request is recorded on a suppression list that the agent checks before it drafts anything. Your staff remain responsible for honoring the request in the firm's other systems too.
It does not. The form only gathers facts the family chooses to share, and the cover text says plainly that it is not legal advice. What the answers mean for a plan is a question for an attorney, who reads the replies.
The firm does, with our help at the start. We take a few notes your attorneys have sent clients before and match that warmth and length. Reviewers can rewrite any draft, and we adjust the model when a pattern emerges.
The agent cannot know that unless it is written down. Your practice administrator checks the list against what the firm knows, and any name can be struck before the batch goes out. A hold flag in the client file keeps a name off future lists.
Usually. The agent reads the list your practice software already keeps, or a spreadsheet export if that is easier. We map the date and status fields during setup, and the data stays inside your own systems.