Bottom line
The firm's approved review interval is reached or a client voluntarily reports a relevant life event.
Best for
Past estate-planning clients at a firm-approved review interval
Use when
At the approved anniversary window, or after a human reviews a reported life event and confirms outreach is appropriate.
Watch for
Cold prospects or unverified household contacts
How to Use This Email
When to use this
The firm's approved review interval is reached or a client voluntarily reports a relevant life event.
What’s on their mind
The client assumes nothing needs review because no obvious change occurred or fears that a review means starting over.
What this email should do
A periodic or life-event review invitation that helps past clients check whether their plan still reflects current people, assets, and wishes.
Best sender
Planning client coordinator
Read the Finished Email
Review the message as a recipient would see it. The names and business details are fictional.
Subject
Is it time to review your estate plan?Hello Jordan,
Your records show that we last reviewed your estate plan on October 14. A review does not mean something is wrong or that every document needs to change. It is simply a chance to confirm that the plan still reflects your current circumstances.
Consider whether anything has changed in these areas:
- Marriage, divorce, birth, adoption, or a death in the family
- The people named to make decisions or handle responsibilities
- A move to another state
- A home, business, or major asset change
- Beneficiary or contact information
These events are reasons to ask a question, not automatic proof that an amendment is required. the current details can review the plan and explain whether any action makes sense under current law.
Book a review here: https://example.com/next-step. Upload documents or updates through https://example.com/next-step.
Sincerely,
Alex Morgan
Northstar Services
(555) 014-0182
the current details
Template to copy
Subject
Is it time to review your estate plan?Hello [First name],
Your records show that we last reviewed your estate plan on [Last review date]. A review does not mean something is wrong or that every document needs to change. It is simply a chance to confirm that the plan still reflects your current circumstances.
Consider whether anything has changed in these areas:
- Marriage, divorce, birth, adoption, or a death in the family
- The people named to make decisions or handle responsibilities
- A move to another state
- A home, business, or major asset change
- Beneficiary or contact information
These events are reasons to ask a question, not automatic proof that an amendment is required. [Attorney name] can review the plan and explain whether any action makes sense under current law.
Book a review here: [Scheduling link]. Upload documents or updates through [Secure portal link].
Sincerely,
[Your name]
[Firm name]
[Phone number]
[State bar disclaimer]
Subject Line Variations
- A check-in on your estate plan
Low-pressure and appropriate when no specific change is known.
- Has anything changed since [Last review date]?
Uses the real review date to make the message relevant.
- Reviewing the people and details in your plan
Focuses on practical content rather than mortality.
- Your plan review with [Firm name]
Direct for established clients who expect periodic outreach.
Best for
- Past estate-planning clients at a firm-approved review interval
- Human-reviewed outreach after a client-reported life event
Don’t send this if
- Cold prospects or unverified household contacts
- Automatic outreach immediately after death, illness, divorce, or another sensitive event
When to Send It
Trigger
The firm's approved review interval is reached or a client voluntarily reports a relevant life event.
Timing
At the approved anniversary window, or after a human reviews a reported life event and confirms outreach is appropriate.
Frequency
One review invitation and one optional follow-up; suppress after booking, decline, or opt-out.
Timing note
A death, illness, divorce, or other sensitive event requires human review before any automated message is sent.
Make This Email Yours
- Trigger from the firm's approved interval or a human-reviewed client-reported event.
- Use neutral language; do not infer death, illness, divorce, incapacity, or family conflict from third-party data.
- Make clear that a review invitation is not a conclusion that documents are invalid or must change.
Before You Use This Email
Why This Approach Works
Platform Setup Steps
Trigger
The firm's approved review interval is reached or a client voluntarily reports a relevant life event.
Segment
Past estate-planning clients at a firm-approved review interval; Human-reviewed outreach after a client-reported life event
Delay
At the approved anniversary window, or after a human reviews a reported life event and confirms outreach is appropriate.
Reply owner: Estate-planning client coordinator responsible for review eligibility, sensitive-event suppression, and attorney routing.
- Verify the client relationship, approved interval or human-approved event, contact authorization, and current matter status.
- Insert the secure questionnaire, scheduling path, and neutral explanation of the review purpose.
- Send once and route reported changes or legal questions to the assigned estate-planning attorney.
Stop conditions
- Stop on booking, completed questionnaire, decline, opt-out, invalid contact, or active attorney conversation.
- Stop automatic outreach when a death, illness, divorce, incapacity, or other sensitive event appears.
- Stop if the plan is already under active review or the firm no longer represents the client.
- Stop automation when a staff member begins active handling or a direct conversation.
Mistakes To Avoid
- Saying the old plan is invalid or obsolete
That conclusion requires attorney review and may be wrong.
Use instead: Invite the client to confirm whether the plan still fits current circumstances.
- Triggering immediately after a sensitive event
Automated outreach after death, illness, or divorce can be intrusive and reach the wrong person.
Use instead: Create a human review task before sending any event-based message.
- Calling every cadence an annual review
Firms use different policies and not every client needs the same interval.
Use instead: Populate the reminder from the firm's approved review interval and last-review date.
Sequence Placement
Estate Planning Client Lifecycle Sequence
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