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Will Preparation Pipeline

How to track tickets for Will Preparation requests

The Will Preparation Pipeline tracks requests submitted through Family Office Services → Will Preparation in the Servicing tab. Tickets move systematically through pipeline stages, ensuring thorough reviews, secure processing, and timely completion. 

Where to Find the Will Preparation Pipeline

  • Access the pipeline and track the status of submitted requests
  • Navigate to the ticket index page:
    • In the CRM Navigate to CRM → Tickets

 

 

 

 

 

 

 

  • To view the Will Preparation pipeline, click the pipeline dropdown menu and select Will Preparation

 

Pipeline Stages Overview

Below are the pipelines stages and a high-level explanation of their functions:

  1. Submission Review: Once submitted, our internal team begins by reviewing the attached prep forms to ensure everything has been completed properly. If any required information is missing or unclear, the ticket will be reopened and sent back to you for correction. This step is crucial to avoid delays in drafting the documents.
  2. Drafting of Legal Documents: When the submission is approved, our Will Preparation team begins drafting the legal documents based on the prep form(s) provided. This includes the Last Will and Testament, and—if submitted—Power of Attorney for Personal Care and Property.
  3. Internal Quality Check: Before anything is sent back to you, each document goes through a second layer of internal review. This step ensures the output is consistent with client intent, legal standards, and firm-wide formatting.
  4. Advisor Review: Once the draft is finalized, it’s returned to you for review. You’ll receive a CRM notification and a link to download the draft documents. At this point, you’re responsible for reviewing the materials and confirming that everything aligns with the client’s wishes.
  5. Client Review & Revisions: You’ll then schedule a review meeting with your client to go over the documents. If the client identifies any changes or additions, you can relay those back to our team. The ticket will remain open while we make any revisions needed.
  6. Final Package Delivery: Once the client has approved the final version, our team will generate a clean PDF copy of the completed documents. An email will be sent to you, the advisor who submitted the request, with the unexecuted will package attached. At this stage, your role is to forward the package to the client and assist with answering any questions they may have about the signing process. Once execution is complete, the client should store the original signed copy in a secure place.

Expected Timelines & SLAs

  • Typically 2 business days after the ticket has been submitted and completed any applicable review.