Trust Funding Reminders for Estate Planning Lawyers

Stop Losing Sleep Over Unfunded Trusts.

You’ve created the perfect estate plan, but if clients forget (or never get around) to funding their trusts, the whole plan can fall apart. That’s frustrating for you — and potentially disastrous for them and their families.

The solution? A simple, automated reminder system.

With the Trust Funding Reminders Template Set, you’ll have ready-to-use, customizable emails that:

• Teach clients what trust funding is and why it matters.

• Walk them step-by-step through what needs to be done.

• Remind them consistently — month after month, for an entire year — so nothing slips through the cracks.

What You Get

✔️ 24 Professionally Written Reminder Emails – One per week for the first three months, bi-weekly for the next three months, then one per month for the next six months.
✔️ Clear Instructions for Clients – What to do, when to do it, and why.
✔️ Easy to Implement – Just copy and paste into your email system and schedule.
✔️ Customizable Templates – Add your firm’s voice, branding, and details.
✔️ Done-for-You Language – Written in plain English so clients actually read (and act).
✔️ Consistency & Peace of Mind – Know you’ve reminded your clients for a full year.
✔️ Risk Reduction – Nobody can say “you never told me to do that!”

Who It’s For

This template set is designed for estate planning lawyers who:

• Want to ensure clients have the info they need to fund their trusts;

• Are tired of repeating the same trust funding lecture over and over;

• Need a system that runs in the background while they focus on the things that can’t be automated; and

• Care about ensuring their clients’ plans actually work.

Why Lawyers Love This System

Instead of creating your own emails from scratch, you get plug-and-play templates that save hours of time, help your clients succeed, and position you as a thoughtful, thorough lawyer who doesn’t leave loose ends - or clients guessing to figure it all out.

Imagine This:

Your clients are reminded automatically.
They know what to do and when.
You know you’ve done your part.
And you’re free to focus on higher-level work instead of having the same conversations day after day.

That’s what the Trust Funding Reminders Template Set delivers.

Get Started Today

Give your clients the guidance they need — and yourself the peace of mind you deserve.

👉 Grab the Trust Funding Reminders Template Set now and get started with putting your firm’s trust funding reminders on autopilot.