Hire Us
forms
Welcome to Thoughtful Wills production:
- PDF PACKET -
1. Creates PDF Packet (i.e., all production documents in a single PDF file) for Client listed below
2. Uploads PDF Packet to Google Drive (TW Client Docs / TW Client Docs, ARCHIVE / Client)
3. Creates draft email to Client (hello@thoughtfulwills.com / Drafts) and attaches PDF Packet
4. Alerts Zoho Desk that PDF Packet has been generated and email is ready to be sent to Client
Welcome to Thoughtful Wills production:
- PDF PACKET -
1. Creates PDF Packet (i.e., all production documents in a single PDF file) for Client listed below
2. Uploads PDF Packet to Google Drive (TW Client Docs / TW Client Docs, ARCHIVE / Client)
3. Creates draft email to Client (hello@thoughtfulwills.com / Drafts) and attaches PDF Packet
4. Alerts Zoho Desk that PDF Packet has been generated and email is ready to be sent to Client
Welcome to Thoughtful Wills production:
- PRINT PACKET -
1. Creates Print Packet (i.e., all production documents as separate Word docx files) for Client listed below
2. Uploads Print Pracket to Google Drive (TW Client Docs / TW Client Docs, ready to be printed / Client)
3. Alerts Zoho Desk that Print Packet has been generated and is ready to be printed
Welcome to Thoughtful Wills production:
- PRINT PACKET -
1. Creates Print Packet (i.e., all production documents as separate Word docx files) for Client listed below
2. Uploads Print Pracket to Google Drive (TW Client Docs / TW Client Docs, ready to be printed / Client)
3. Alerts Zoho Desk that Print Packet has been generated and is ready to be printed
Welcome to Thoughtful Wills production:
- TRACKING EMAIL TO CLIENT/CLIENTS -
1. Creates PDF Packets for one or both Clients
2. Uploads PDF Packet(s) to Google Drive (TW Client Docs / TW Client Docs, ARCHIVE / Client)
3. Creates draft Tracking Email to Client(s) (hello@thoughtfulwills.com / Drafts) with tracking info and attaches the PDF Packet(s)
4. Alerts Zoho Desk that Tracking Email has been generated and email is ready to be sent to Client(s)
Welcome to Thoughtful Wills production:
- TRACKING EMAIL TO CLIENT -
1. Creates PDF Packet for Clients
2. Uploads PDF Packet to Google Drive (TW Client Docs / TW Client Docs, ARCHIVE / Client)
3. Creates draft Tracking Email to Client (hello@thoughtfulwills.com / Drafts) with tracking info and attaches the PDF Packet
4. Alerts Zoho Desk that Tracking Email has been generated and email is ready to be sent to Client
Client
*
This Production action is hardcoded to this particular client - changing this field won't affect Production.
If this is the wrong client, please stop and find the error.
Client1
*
Client2
*
This Production action is hardcoded to these particular Clients - changing this field won't affect Production.
If either of these are the wrong client, please stop and find the error.
Are we creating/emailing PDF Packets for Client1 and Client2 right now?
*
If both clients now, this generates both PDF Packets and attaches them to a single email to the clients.
If only Client1, Client2 must be triggered separately.
Both Client1 and Client2
Only Client1
Are we creating Print Packets for Client1 and Client2 right now?
*
If both clients now, this generates both Print Packets.
If only Client1, Client2 must be triggered separately.
Both Client1 and Client2
Only Client1
Are we sending Client1's and Client2's Print Packets together?
*
If mailing together, we'll send a single confirmation/tracking email containing both PDF Packets (and update both AirTable records).
If mailing Client2's Print Packet separately, their confirmation/tracking email must be triggered separately.
Both Client1 and Client2
Only Client1
Shipping method:
*
USPS
UPS
FedEx
Tracking number:
*
Tracking number (please reenter):
*
Tracking Number Calculation
Tracking numbers don't match - please fix
Welcome to Thoughtful Wills production:
- Local Counsel Assignment -
1. Creates Local Counsel Packet (i.e., LOR + all production documents in a single PDF file) for Client listed below
2. Uploads Local Counsel Packet to Google Drive (TW Client Docs / TW Client Docs, Local Counsel Packet / Client)
3. Creates draft email to Local Counsel (chosen below) containing the PDF Packet, the review deadline, and the review link (where they confirm if the client is ready for production or if there are issues to resolve) 4. Alerts Zoho Desk that Local Counsel Packet has been generated and email is ready to be sent to Local Counsel
Client
*
This Production action is hardcoded to this particular client - changing this field won't affect Production.
If this is the wrong client, please stop and find the error.
Local Counsel's name:
*
First
Last
Local Counsel's email address:
*
Enter Email
Confirm Email
Date when Local Counsel's review is due:
*
Local Counsel review will be due this day at 2pm CST.
Date Format: MM slash DD slash YYYY
Type "Confirm" to trigger production - then click "Submit".
*
Welcome to Thoughtful Wills production:
Please choose an action:
*
Create V2 Production Links
Test Document (PDF)
Live Document (Word Docx)
Local Counsel Onboarding
Sample "Next steps" Email
- Create V2 Production Links -
1. Looks up the client record and updates the following links to work with V2 production:
-- LINK_LCPacket
-- LINK_Production
-- LINK_Mailing
2. For Will-only clients, it also enters the "W" in the "url_w" and "Trust_Addon"
- Test Document (PDF) -
1. Creates a test PDF of the document type you select based on the client you select (by entering their File Number below)
2. Uploads test document to Google Drive (TW Client Docs / Test [DocumentName] Client.pdf
3. Alerts Zoho Desk that test document has been generated and is uploaded to Google Drive
- Live Document (Word Docx) -
1. Creates a live Word Docx file of the document type you select based on the client you select (by entering their File Number below)
2. Uploads Word document to Google Drive (TW Client Docs / Live [DocumentName] Client.docx
3. Alerts Zoho Desk that live document has been generated and is uploaded to Google Drive
Which document:
*
3. List of Responses
4.1 Intro LOR (LC)
4.2 Will (LC)
4.3 PO Will (LC)
4.4 Trust (LC)
4.5 Nationwide HCD (LC)
4.6 Nationwide DPOA (LC)
5.1.1 Instructions (PDF)
5.1.2 Instructions (Print)
5.2.1 Will (PDF+Print)
5.2.2.1 Will Letters (PDF)
5.2.2.2 Will Letters (Print)
5.2.3 Will Copy (Print)
5.3.1 PO Will (PDF+Print)
5.3.2.1 PO Will Letters (PDF)
5.3.2.2 PO Will Letters (Print)
5.3.3 PO Will Copy (Print)
5.4.1 Trust (PDF+Print)
5.4.2.1 Trust Letters (PDF)
5.4.2.2 Trust Letters (Print)
5.4.3 Trust Copy (Print)
5.5 Nationwide HCD (PDF+Print)
5.6 Nationwide DPOA (PDF+Print)
Which document:
*
3. List of Responses
5.1.2 Instructions (Print)
5.2.1 Will (PDF+Print)
5.2.2.2 Will Letters (Print)
5.2.3 Will Copy (Print)
5.3.1 PO Will (PDF+Print)
5.3.2.2 PO Will Letters (Print)
5.3.3 PO Will Copy (Print)
5.4.1 Trust (PDF+Print)
5.4.2.2 Trust Letters (Print)
5.4.3 Trust Copy (Print)
5.5 Nationwide HCD (PDF+Print)
5.6 Nationwide DPOA (PDF+Print)
Client's File Number?
*
- Local Counsel onboarding -
1. Creates signature-ready Local Counsel Agreement and sends it (along with an excerpt of the sample Will) to Local Counsel (chosen below)
2. Sends "Next steps" email (with link to demo interview) to Local Counsel
Local Counsel's name:
*
First
Last
Local Counsel's email address:
*
Enter Email
Confirm Email
- Sample "Next steps" email -
1. Sends a sample "Next steps" email to the address you input below.
Email address:
*
Enter Email
Confirm Email
Type "Confirm" to trigger production - then click "Submit".
*
Name
This field is for validation purposes and should be left unchanged.
How Our Process Works
Help • FAQs
The Works
Our Services
About Our Law Firm
