The marketing assets your firm hasn't built.

Subject: Welcome to [Firm Name] — your client portal is ready [Client first name], Thank you for engaging [Firm Name] for your estate planning. I wanted to send a quick orientation while it's fresh. Your client portal is at: yourfirm.planyourpassing.org That's where you'll: • Complete the intake questionnaire (15–25 minutes, save anytime) • Upload existing documents (will, prior trust, deeds, insurance) • Review drafts when they're ready for your sign-off • Schedule and reschedule consultations • Read short educational guides on the documents we'll be working on (in plain English — not legalese) Two things I'd ask you to do this week, in order: 1. Complete the intake questionnaire. The 8 documents in your estate plan all flow from your answers here, so this is the most important 25 minutes of our engagement. 2. Read the “What Each Document Actually Does” guide at [yourfirm.planyourpassing.org/resources]. It explains in plain English what a will, POA, healthcare directive, and revocable trust each do — and what they don't. Coming in with this framework makes our first working session 50% more productive. I'll schedule our first working session once the intake is complete. Plan on 60–75 minutes. If anything is unclear or you'd like to ask a question before the session, just reply. — [Your Name] [Firm Name] · Attorney at Law [State] Bar #[Number] [Phone] · [Firm email] [Bar-required disclosure block]

Subject: Three things to bring (or have ready) for our session on [date] [Client first name], We meet [date and time] for our first working session. To make the time most productive, here are three things to have ready: 1. Your completed intake questionnaire (please finish by 24 hours before — it lets me review and prepare specific questions for you). 2. A list of your significant accounts and approximate balances (you don't need exact figures — round to the nearest $10K is fine). This includes investment accounts, retirement accounts, life insurance, real estate, and significant personal property. We'll discuss how each is currently titled and what changes (if any) are appropriate. 3. Names and contact information for the people you're considering as executor, successor trustee, durable POA agent, healthcare proxy, and guardians (if you have minor children). You don't need to be 100% decided. You do need to have thought about it. If you have an existing will, trust, or POA from a prior attorney, please upload them to the portal under “Existing Documents.” A few preview questions we'll discuss so you can think about them in advance: • If you and [spouse/partner if applicable] both passed today, who would raise your children — and have you actually asked them? • If you couldn't make medical decisions for yourself, who would you trust to make them on your behalf — and do they know your wishes? • Are there family members or friends whose situations make you want to plan differently than the “default” (e.g., adult child with special needs, blended family, estranged sibling)? These are the conversations that take time. We'll have time. See you [date and time]. — [Your Name] [Firm Name] [Bar-required disclosure block]

Subject: Your estate plan is complete — here's what happens next [Client first name], Your estate documents are signed, witnessed, and notarized. Original copies have been [delivered to you / placed in our fire safe / scanned to your portal — confirm where]. This is what happens going forward. THIS MONTH • Update your beneficiary designations on every retirement account, life insurance policy, and TOD account to match the plan we built. I've uploaded the “Beneficiary Update Worksheet” to your portal — it lists every account type and exactly what to put on each form. • Tell your executor (and successor) that you named them. Same for your durable POA agent and healthcare proxy. The “Notification Letter” templates are on your portal. • Have the conversation with your adult children that we discussed. The portal's scripts page has three approaches that work. ONGOING • Annual touchpoint. I email every client once a year to ask if anything has changed (new child, divorce, death in family, significant asset acquisition, move to another state). Watch for that email each [month — e.g., January or your client's birthday month]. • Re-engage triggers. Specific things that should prompt you to contact me before the next annual review: — A child reaches age 18 — A move to a different state (estate laws vary) — A material change in assets (>20% net worth shift) — A divorce, remarriage, or death in immediate family — A change in your wishes about who gets what • Portal access stays active. You can return any time to re-read the documents' plain-English explanation, update your contact list, or download a fresh copy of your plan. If something happens — to you or in your family — call me directly at [direct line]. The portal also has a “What To Do When Someone Dies” checklist that you can share with your executor or family if needed. Thank you for trusting our firm. — [Your Name] [Firm Name] [Bar-required disclosure block]

Every estate-planning attorney has heard a version of this client question: “Do I really need a trust?” The honest answer most of us give is: maybe. Depends on the state. Depends on the assets. Depends on whether avoiding probate matters to you. Depends on whether you're willing to actually fund the trust after we draft it. The last one is where most planning falls apart. A revocable living trust only works if assets are actually re-titled into the trust. I have seen too many families come in two years after a parent's death asking why probate is still happening when “mom had a trust.” The trust existed. The assets were never moved into it. Probate happened anyway. This is one of the reasons our firm uses a structured client portal that walks every client through funding their trust after documents are signed. The checklist sits in their account, auto-emails them at 30 days and 90 days if funding isn't complete, and gives them a single point of contact for retitling help. It's not glamorous work — it's the work that makes the trust actually matter. If you're a family weighing “will vs trust,” the five questions I work through with clients are: 1. Does your state have a streamlined small-estate or affidavit probate procedure? (If yes, a trust may add cost without saving meaningful probate.) 2. Do you own real estate in more than one state? (Multiple probates is the classic case for a trust.) 3. Is privacy important to you? (Wills become public; trusts stay private.) 4. Are you willing to actually fund the trust — title accounts to it, deed the house into it, designate it as beneficiary where appropriate? (If not, don't do it.) 5. Do you have a special-needs heir, a blended-family situation, or business interests that need particular management? (Trust is often the right tool here.) If you'd like to think through these questions before you engage an attorney, the family-side resource library at [yourfirm.planyourpassing.org] has the framework in plain English. (Educational use only; not legal advice. Consult an attorney in your state.) — [Your Name] [State] Bar #[Number] [Firm Name] [Bar-required disclosure block]

A note for the CPAs, financial advisors, and realtors in my network: The families you serve are also asking questions about estate planning. They may not bring those questions to me — they bring them to you, because you're the professional they trust. Three patterns I see in our practice: 1. The aging-parent question. Your client mentions their mother is “getting older” and they don't know if her documents are current. They don't want to be the one to bring it up. 2. The recent diagnosis. Something has changed. The family didn't plan ahead and now wants to compress 5 years of decisions into 90 days. 3. The post-death scramble. The parent passed. The adult child is calling everyone they can think of — accountant, advisor, friend who's an attorney — trying to figure out who to call first. I'd like to be the attorney you refer to in these moments. Here's how I make it easy for you to refer: • A 20-minute free intake call for any family you send. No obligation. If we're not the right fit, I'll route them to someone who is. • A short, plain-English family-side resource library (yourfirm.planyourpassing.org) that you can share with your client BEFORE they need an attorney — it gives them the framework to ask the right questions. • A quarterly call between our offices. I learn what you're seeing in your practice. You learn what we're seeing in ours. Nobody discusses confidential client data, but we share themes and refer accordingly. If we don't already have a working referral relationship and you'd like to set one up — message me directly. We've made it as simple as we can. — [Your Name], Attorney [Firm Name] · [State] Bar #[Number] [Bar-required disclosure block]

A short note for friends and neighbors: I'm an estate-planning attorney in [city]. The most common question I hear (when people find out what I do at a party) is some version of: “I know I should have a will. I just haven't gotten around to it.” You're not alone. About 60% of American adults don't have a will. The reasons people put it off are almost always the same: it feels morbid, the process feels expensive and slow, and nobody knows what to expect. Our firm has tried to fix all three of those things. If you're thinking about getting your documents in order and want a sense of what's involved before you commit to engaging an attorney, the free family-side resource library at [yourfirm.planyourpassing.org] is the place to start. It explains the 8 documents every adult needs, the 47-point readiness checklist, the 50-state probate guide, and the questions to ask ANY estate attorney before you hire them. Educational use only, not legal advice. Free intake call available — 20 minutes, no obligation, just to see if we're a fit. Message me or call the firm at [number] to schedule. — [Your Name] [Firm Name] · [Address] [Bar-required disclosure block]

1/ Estate attorney here. The #1 mistake I see: Clients set up a revocable living trust to avoid probate. They never actually fund it. Two years later, the parent dies, and probate happens anyway because the assets were still in individual name. 2/ The trust only works if you re-title: • Brokerage accounts → into the trust • Bank accounts → into the trust (or POD) • Real estate → deed into the trust • Life insurance → beneficiary = trust • Retirement → CAREFUL, special rules If you can't commit to doing this, don't set up the trust. 3/ The plain-English framework for thinking through will vs trust is at [yourfirm.planyourpassing.org]. Educational only. Talk to an attorney in your state before deciding. [Bar-required disclosure block]

AUDIENCE: Public (or invited client base). 30–80 attendees. Open enrollment ($0 for clients, $50 for non-clients to cover venue) OR sponsored by a financial-advisor / wealth-management partner with co-branding. DURATION: 90 minutes content + 30 minutes Q&A. CLE CREDIT: Where state-eligible, this format qualifies for 1.5–2 hours of CLE credit in the estate-planning subject area. States that have approved comparable formats include CA, TX, FL, NY, PA, IL, MA, OH, and several others. Submit your specific state's CLE application using the “Family Estate Readiness Workshop” template on your portal. Plan Your Passing does not certify CLE — you must apply with your state bar. ARC: 0:00–0:05 — Welcome + housekeeping + CLE attendance sign-in (if applicable). State CLE codes go on the attendance sheet. 0:05–0:15 — The $50 vase story (with permission to share composite client experiences — name-changing protocols per your bar rules). 0:15–0:35 — The 8 documents in detail. — Will — Revocable Living Trust (when appropriate) — Durable Power of Attorney (financial) — Healthcare Power of Attorney — Living Will / Advance Directive — HIPAA Authorization — Letter of Instruction — Digital Legacy Plan 0:35–0:50 — Probate vs non-probate transfer mechanisms. — How beneficiary designations override the will — Joint tenancy with right of survivorship — Transfer-on-Death / Payable-on-Death accounts — Trust transfers — How to think about which assets to title which way (general framework, not specific advice) 0:50–1:05 — State-specific probate process overview. (Use your state's Plan Your Passing state guide as the slide reference.) — Filing deadlines — Notice requirements — Inventory + appraisement — Creditor claim period — Distribution — Closing the estate 1:05–1:25 — Common mistakes and how to avoid them. — Outdated beneficiary forms — Joint tenancy with new spouse + kids from prior marriage = unintended disinheritance — Unfunded revocable trust — POA that's too old for banks to accept — Healthcare directive that says nothing useful 1:25–1:30 — Close + invitation to schedule a free 20-min intake call with the firm. Calendar link on the handout. 1:30–2:00 — Q&A. Use anonymous index cards collected during the talk. Lawyer-approved phrasing for any questions that veer into specific advice (“That's a question for an attorney looking at your specific situation — happy to schedule a consultation.”) POST-WORKSHOP: • Email follow-up within 24h with slide deck + calendar link • Track: how many attendees book a consult within 30 days • Track: how many attendees engage within 90 days • Track: revenue per attendee (for ROI on workshop cost) COMPLIANCE NOTES: • Slide deck pre-approved by you for bar-advertising rules • “Educational only — not legal advice” on every slide • Attendee list captured + opt-in for follow-up (CAN-SPAM) • Recording rights stated upfront • If sponsored by an advisor or realtor, co-branding rules per your bar (some states restrict cross-promotion)

Subject: Quick quarterly check-in — [Your Firm] and [CPA Firm] [CPA First Name], Hope tax season treated you reasonably. Quick quarterly check-in, nothing urgent. A few things on my side of the estate-planning practice that you might find useful for your tax clients: • New state guide content. We added expanded probate cost data for all 50 states to our resource portal (estimated probate fees by state, intestate succession rules, executor requirements). Useful if you have clients whose returns touch multiple jurisdictions: [yourfirm.planyourpassing.org/by-state] • Step-up basis worksheet. I've made a clean version of the date-of-death basis tracker we use in our practice. Feel free to share with clients dealing with an inheritance: [yourfirm.planyourpassing.org/tools/estate-inventory] • [Recent regulatory change — e.g., SECURE 2.0 inherited IRA rules, state estate tax threshold change]. We've been fielding more questions about [topic]. If you're seeing the same on your side, would be worth comparing notes. I'm at [phone / email]. Always available for a 20-min call. No agenda required. — [Your Name] [Firm Name] [Bar-required disclosure block]

Subject: Quick check-in — coordinating with [Advisor Firm] [Advisor First Name], Two updates from our side that might be useful for the clients you and I share, and one open question. UPDATES 1. Trust funding follow-through. We've tightened our post-execution process for clients with revocable trusts. The portal now sends auto-reminders at 30, 60, and 90 days post- signing to confirm assets are actually titled into the trust. If you have a client whose trust we drafted, and you're seeing an account still in individual name where the trust should own it — call me and I'll handle the re-titling paperwork on the legal side. 2. The 8-document framework. Updated the plain-English explainer at [yourfirm.planyourpassing.org/resources] with current state-by-state nuances. Useful for your clients who want pre-meeting background before they come into either of our offices. OPEN QUESTION Are you running family meetings for your top clients? We've found that the families where you and I both participate in the same family meeting have dramatically higher follow-through on both estate documents and beneficiary alignment. Worth a conversation if you're doing them or considering it. Phone or 20-min Zoom whenever works. — [Your Name] [Firm Name] · [State] Bar #[Number] [Bar-required disclosure block]

OPENING (0:00–0:02) “Thanks for calling. This is a 20-minute call to figure out if our firm is the right fit for what you need. I won't ask you to commit to anything today. I will ask you a series of questions to understand your situation, and at the end I'll either propose next steps or suggest a different attorney who's a better match. Sound good?” [Make this verbatim. It sets expectations, removes pressure, and signals you'll refer out if appropriate — which builds trust.] THE FAMILY PICTURE (0:02–0:06) Walk through: — Marital status (married, single, divorced, widowed, partnered) — Children (number, ages, biological/step/adopted, any with special needs) — Parents living? Any caregiver responsibilities? — State of residence (and any other states with property/connections) — General net worth band (rough: under $1M / $1-3M / $3-10M / above) [If they hesitate on net worth, say: “Just for scoping — we structure the engagement differently for someone with significant business interests vs. straightforward planning.”] THE TRIGGERS (0:06–0:10) “What made you call this week? Three buckets: — You want to plan ahead (good — this is the easiest version) — Something specific happened (diagnosis, death in family, pending move, divorce, new child) — You've been meaning to and finally got around to it Which one?” Listen for the actual trigger. Sometimes the “just planning ahead” answer hides a recent event they don't want to lead with. EXISTING DOCUMENTS (0:10–0:13) “Do you have any existing documents? Will, trust, POA, healthcare directive — even if they're old?” If yes: ask roughly when they were drafted and what state. If more than 5 years old or out-of-state, they likely need refreshes. If no: no judgment. “That's the majority of adults. We'll start clean.” THE FIT QUESTION (0:13–0:17) “Based on what you've told me, here's what I think your situation needs: [Outline the document set you'd build — e.g., will + POA + healthcare directive + maybe trust] Our flat-fee for that package is [$X-$Y range]. Timeline from our first working session to signed documents is typically [4-8 weeks]. We work primarily through the client portal (faster, more organized than email) with [1-2] in-person working sessions. Two questions for you: 1. Does that scope match what you thought you needed? 2. Does that fee range fit your expectations?” [Get an honest answer here. If either is a clear no, route them appropriately rather than push.] NEXT STEPS (0:17–0:20) If aligned: “I'll send you an engagement letter and a link to the client portal today. Complete the intake when you have time — usually 25 minutes. Once that's done, we'll schedule the first working session.” If misaligned: “Based on what you described, I think you'd be better served by [name of firm / type of firm]. Reasons: [be specific]. I'd be happy to make an introduction or you can find them at [contact].” Either way, end with: “The free family-side resource library at [yourfirm.planyourpassing.org] has the framework for thinking through these decisions. Use it as you process this. Whether or not you engage us, that's yours.” POST-CALL: — Calendar invite for next session (if engaged) — Engagement letter sent within 4 hours — Portal access set up within 24 hours — “Thanks for calling” email within 24 hours, even if not engaged