Is the estate planning checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

Estate planning checklist with every task dated from the day you start

Will, CPF nomination, insurance nominations, LPA: the four documents most clients do not have.

4 sections
15 tasks
Opens as a list
Dated from day 1

Estate planning: [client]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Inventory

Estate conversationDay 4, 10:00
- Who should get what, and who should decide if they cannot?
- List the assets: property, CPF, insurance, investments, business
- List the people: spouse, children, dependants, guardians
- What exists already: will, nominations, LPA
Write up the inventory on one pageDay 5

CPF and insurance nominations

Check every policy's nominationDay 7A missing or outdated nomination is the commonest thing you will find.
Update the nominations with the clientDay 11
Walk through the CPF nomination and how to make oneDay 11

Will and LPA

Introduce a lawyer if they need a willDay 9Lawyer: name and number here.
Explain the Lasting Power of Attorney and who to appointDay 9
Follow up: are the documents signed?Day 31

Close

Confirm where the documents are kept and who knowsDay 36
Note on the CRM card: will, nominations, LPA, datesDay 36
Review after any life eventEvery year

About this template

Estate planning is four conversations most families put off. This project takes one client through them in order and coordinates with the lawyer where one is needed. It sells nothing by itself; it is what makes you the family's advisor.

Tips from the template

Name the project after the client or the couple.
Do the inventory before anything else; the rest follows from it.
Keep the lawyer's contact in the description of the will task.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Estate planning case and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

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Questions

Run it with the dates filled in.

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