Looking for Estate Planning Counselor Templates to download? See the main templates that a Estate Planning Counselor would use in their day-to-day work.
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Estate Planning Counselor Templates
Contents
Estate Planning Counselor Templates
There is a huge number of templates that someone in the Estate Planning Counselor role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Estate Planning Counselor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Client Intake Form
2. Last Will and Testament Template
3. Living Trust Template
4. Power of Attorney Template
5. Healthcare Directive Template
6. Estate Inventory Spreadsheet
7. Beneficiary Designation Form
8. Estate Planning Checklist
9. Estate Tax Calculation Spreadsheet
10. Estate Distribution Schedule Template
Reports
Reports are often prepared by a Estate Planning Counselor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Client Intake Report
2. Asset Inventory Report
3. Estate Plan Analysis Report
4. Beneficiary Designation Report
5. Will and Trust Review Report
6. Tax Planning Report
7. Probate Administration Report
8. Estate Distribution Report
9. Client Satisfaction Survey Report
10. Monthly Revenue and Expenses Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Estate Planning Counselor does and how they do it.
1. Client Intake SOP
2. Estate Planning Consultation SOP
3. Will Preparation SOP
4. Trust Creation SOP
5. Power of Attorney SOP
6. Healthcare Directive SOP
7. Asset Inventory SOP
8. Beneficiary Designation SOP
9. Estate Tax Planning SOP
10. Estate Plan Review SOP
Presentations
Estate Planning Counselor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Client Consultation Presentation
2. Estate Planning Basics Presentation
3. Trusts and Wills Presentation
4. Estate Tax Planning Presentation
5. Asset Protection Strategies Presentation
Legal Docs
There are several key times when a Estate Planning Counselor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Last Will and Testament Template
2. Living Trust Template
3. Power of Attorney Template
4. Healthcare Directive Template
5. Beneficiary Designation Template
Health & Safety Templates
Health & Safety templates for a Estate Planning Counselor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Estate Planning Counselor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Client Meeting Calendar
2. Court Hearing Calendar
3. Document Preparation Calendar
4. Probate Administration Calendar
5. Continuing Education Calendar
Invoice Templates
Several types of Estate Planning Counselor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Estate Planning Consultation Invoice
2. Will Creation and Review Invoice
3. Trust Formation and Administration Invoice
4. Probate and Estate Administration Invoice
5. Legal Document Preparation and Notarization Invoice
Survey Templates
For a Estate Planning Counselor to get insights related to the work they do, they need to send out Estate Planning Counselor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Estate Planning Needs Assessment Survey
3. Feedback on Estate Planning Services Survey
4. Estate Planning Knowledge Assessment Survey
5. Referral Source Evaluation Survey
Meeting Agendas
Having premade Estate Planning Counselor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Client Intake Meeting Template
2. Estate Planning Strategy Meeting Template
3. Will and Trust Review Meeting Template
4. Asset Protection Planning Meeting Template
5. Estate Plan Update Meeting Template
Budget Templates
To manage finances well, a Estate Planning Counselor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Invoicing Template
3. Marketing and Advertising Budget Template
4. Office Supplies and Equipment Budget Template
5. Professional Development and Training Budget Template
Dashboards
Dashboards are a useful way for a Estate Planning Counselor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Engagement Dashboard
2. Financial Performance Dashboard
3. Estate Planning Compliance Dashboard
4. Marketing and Lead Generation Dashboard
5. Team Productivity Dashboard
Proposal Templates
For bidding or requesting work, a Estate Planning Counselor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Estate Planning Package Proposal
2. Will and Testament Proposal
3. Trust Formation Proposal
4. Power of Attorney Proposal
5. Healthcare Directive Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Estate Planning Counselor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
