Estate Planning
Collect asset inventories, beneficiary details, and existing documents through guided intake with referral partner tracking. MHSB designs practice-specific Lawmatics workflows, automations, and reporting for estate planning firms.
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Lawmatics Implementation FAQ
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Estate planning intake requires gathering more structured personal data than almost any other practice area. A single matter may involve multiple beneficiaries, trustees, executors, healthcare agents, and powers of attorney, each with their own contact details and roles. The firm also needs a full picture of the client’s assets: real estate, bank accounts, retirement funds, life insurance policies, and business ownership interests. Getting this data upfront through well-designed intake forms saves hours of back-and-forth and produces better documents on the first draft.
Structured asset and family data collection
We configure Lawmatics intake forms with conditional sections that expand based on asset types. A client who owns a business sees questions about entity structure and succession plans. A client with minor children sees guardianship preference fields. Beneficiary information is captured in repeatable field groups so the form accommodates families of any size. This data feeds directly into your client intake pipeline and can be exported to document drafting tools, eliminating duplicate entry for your paralegals.
Existing document review and update tracking
Many estate planning clients arrive with existing wills, trusts, or healthcare directives that need review. We build intake workflows that ask whether prior documents exist, capture execution dates and key provisions, and flag documents older than a certain threshold for priority review. When a client uploads an existing trust, the system generates a review task for the assigned attorney with the relevant details pre-populated. This structure turns what is often a disorganized initial meeting into a focused document review session.
Referral partner management
Estate planning practices depend heavily on referral relationships with financial advisors, CPAs, and insurance agents. Lawmatics is configured to track which partner referred each client, automate thank-you communications to the referrer, and report on conversion rates by referral source. We also set up co-branded intake links that let referral partners send clients directly into your pipeline with the partner’s name pre-tagged. Quarterly referral reports show each partner how many introductions converted, strengthening the relationship and encouraging continued referrals.
Typical workflows we configure
- Multi-section intake forms covering assets, beneficiaries, trustees, and existing documents
- Conditional form logic by asset type: real estate, business interests, retirement accounts
- Referral partner intake links with automatic source attribution and thank-you emails
- E-signature engagement letter and planning questionnaire delivery
- Existing document review task generation with age-based priority flagging
- Annual review drip campaigns with life-event trigger reminders
If your estate planning practice needs intake that captures the full picture from day one, schedule a consultation to discuss your configuration.
Key Outcomes for Estate Planning
We align Lawmatics with the workflows and expectations of this practice area so your team can deliver a consistent client experience.
Guided intake forms that capture assets, beneficiaries, trustees, and powers of attorney.
Existing document review checklists for wills, trusts, and healthcare directives.
Referral partner tracking for financial advisors, CPAs, and insurance agents.
E-signature workflows for engagement letters and document approvals.
Household and family relationship mapping with custom contact fields.
Scheduled annual review campaigns that generate repeat engagement and referrals.
Asset category fields for real estate, financial accounts, life insurance, and business interests.
How We Implement Lawmatics for This Practice
Our implementation team focuses on the workflows that matter most to your practice, from first contact to post-matter follow-up.
Intake built for the matter type
Capture the right facts and documents with conditional logic and guided workflows.
Automations that keep cases moving
Trigger tasks, follow-ups, and reminders based on stage and urgency.
Visibility that supports growth
Track performance by practice area, source, and outcome with clear dashboards.
Want a Practice-Specific Implementation?
Schedule a consultation to see how MHSB can tailor Lawmatics for your practice area.
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