For estate planners, a 30-60-90 day plan is a vital tool to navigate the complexities of client onboarding, legal documentation, and personalized estate strategies. This structured plan helps new estate planners set clear objectives, track progress, and build confidence in their role.
This customized 30-60-90 day plan template enables estate planners to:
- Define specific client acquisition and retention goals aligned with firm standards
- Document progress on case evaluations, trust and will preparations, and compliance requirements
- Identify key competencies such as understanding tax laws, estate tax planning, and client communication skills
Whether you are joining a new firm or stepping into a senior estate planning role, this template provides a comprehensive framework to guide your onboarding and professional development.
Benefits of a 30-60-90 Day Plan for Estate Planners
Utilizing this plan offers several advantages tailored to the estate planning profession:
- Creates a clear roadmap for mastering complex estate laws and client needs within the first 90 days
- Facilitates building trust and rapport with clients through timely and personalized communication
- Helps prioritize tasks such as reviewing existing client portfolios and drafting estate documents
- Supports continuous learning about evolving regulations and best practices in estate planning
Main Elements of the Estate Planner 30-60-90 Day Plan
This template is structured to support estate planners through progressive milestones:
- First 30 Days:
Focus on understanding firm policies, familiarizing with client cases, and completing compliance training.
- Next 30 Days (31-60):
Begin drafting wills, trusts, and other estate documents under supervision, and start client consultations.
- Final 30 Days (61-90):
Take ownership of client cases, develop personalized estate plans, and participate in strategy meetings.
Each phase includes sections to record notes, feedback, and assign responsibilities, ensuring accountability and clear communication between the estate planner and management.
By following this tailored 30-60-90 day plan, estate planners can confidently transition into their roles, deliver exceptional client service, and contribute meaningfully to their firm's success.
