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Will Production - Wisconsin
• PAUSE • PAUSE • PAUSE •
This is Client1 in a joint Probate-Avoidance Trust couple.
This will trigger production of both sets of documents.
• PLEASE CONFIRM THAT CLIENT2 HAS COMPLETED THEIR INTERVIEW BEFORE CONTINUING •
• STOP • STOP • STOP •
This is Client2 in a joint Probate-Avoidance Trust couple.
Production for Client1 will create both sets of documents.
• DO NOT CONTINUE •
Client name:
*
Client file number:
*
LIVE or TEST document production?
*
LIVE
TEST
Please note -
this page is already coded to the Client - editing their name or file number below won't change anything.
If there's an error,
do not continue
.
LIVE -
TW• (Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
Sends PDFs to client via email
Admin stuff:
• Updates Airtable and Zendesk
• Adds Client to the signing reminders list at MailChimp
• 7 days from now, sends survey email to client
TEST - TW• (Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
Sends PDFs to the email chosen above
LIVE -
TW•C (Coma Docs + Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Coma Documents PDF (contains Durable Power of Attorney and Health Care Directive)
Sends PDFs to client via email
Admin stuff:
• Updates Airtable and Zendesk
• Adds Client to the signing reminders list at MailChimp
• 7 days from now, sends survey email to client
TEST - TW•C (Coma Docs + Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Coma Documents PDF (contains Durable Power of Attorney and Health Care Directive)
Sends PDFs to email chosen above
LIVE -
TW•CA (Coma Docs + Assurance Service)
Creates and prints the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Coma Documents (Durable Power of Attorney and Health Care Directive)
Admin stuff:
• Updates Airtable and Zendesk
• Adds Client to the signing reminders list at MailChimp
• 10 days from now, sends survey email to client
TEST - TW•CA (Coma Docs + Assurance Service)
Creates (but doesn't print) the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Coma Documents (Durable Power of Attorney and Health Care Directive)
Sends the documents to the email chosen above
LIVE -
TW•CT (Coma Docs + Probate-Avoidance Trust + Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Coma Documents PDF (contains Durable Power of Attorney and Health Care Directive)
4. Probate-Avoidance Trust PDF
Sends PDFs to client via email
Admin stuff:
• Updates Airtable and Zendesk
• Adds Client to the signing reminders list at MailChimp
• 7 days from now, sends survey email to client
TEST - TW•CT (Coma Docs + Probate-Avoidance Trust + Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Coma Documents PDF (contains Durable Power of Attorney and Health Care Directive)
4. Probate-Avoidance Trust PDF
Sends the documents to the email chosen above
LIVE -
TW•CTA (Coma Docs + Probate-Avoidance Trust + Assurance Service)
Creates and prints the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Coma Documents (Durable Power of Attorney and Health Care Directive)
4. Probate-Avoidance Trust (+ their copy)
Admin stuff:
• Updates Airtable and Zendesk
• Adds Client to the signing reminders list at MailChimp
• 10 days from now, sends survey email to client
TEST - TW•CTA (Coma Docs + Probate-Avoidance Trust + Assurance Service)
Creates (but doesn't print) the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Coma Documents (Durable Power of Attorney and Health Care Directive)
4. Probate-Avoidance Trust (+ their copy)
Sends the documents to the email chosen above
LIVE -
TW•T (Probate-Avoidance Trust + Base Service)
Creates documents:
1. Instructions PDF (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Probate-Avoidance Trust PDF
Sends PDFs to client via email
Admin stuff:
• Updates Airtable and Zendesk
• Adds Client to the signing reminders list at MailChimp
• 7 days from now, sends survey email to client
TEST - TW•T (Probate-Avoidance Trust + Base Service)
Creates documents:
1. Instructions PDF (contains coverletter, signing instructions, and storage suggestions)
2. Thoughtful Will PDF
3. Probate-Avoidance Trust PDF
Sends the documents to the email chosen above
LIVE -
TW•T (Probate-Avoidance Trust + Assurance Service)
Creates and prints the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Probate-Avoidance Trust (+ their copy)
Admin stuff:
• Updates Airtable and Zendesk
• Adds Client to the signing reminders list at MailChimp
• 10 days from now, sends survey email to client
TEST - TW•T (Probate-Avoidance Trust + Assurance Service)
Creates (but doesn't print) the following documents:
1. Instructions (contains cover letter, signing instructions, and storage suggestions)
2. Thoughtful Will (+ their copy)
3. Probate-Avoidance Trust (+ their copy)
Sends the documents to the email chosen above
Choose an email for delivery:
*
help@thoughtfulwills.com
nathan@thoughtfulwills.com
notesong@thoughtfulwills.com
Just to confirm, this is LIVE production?
*
Yes - LIVE production
No - test production
For a test production, please ensure both answers say "Test".
Please enter the outbound tracking number:
*
Please enter the return tracking number:
*
Please type "Confirm" to trigger production - then click "Submit".
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Email
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