Estate planning starter pack
Estate planning leaks in predictable places. Consults that no-show, intake retyped into forms, onboarding that varies by who did it, and review reminders nobody sends. This pack bundles five workflows that close those gaps. Free n8n workflows, yours to keep.
Import it into n8n
- The button above downloads the workflow as a .json file — that is the whole download.
- In n8n, open the workflows list, choose Import from File, and select the file you just downloaded.
- Open each node flagged with a warning and connect your own credentials — none of ours are in the file.
- Run it once manually before you activate it, and check the output is what you expect.
How it works
- After downloading, unzip the file. You'll see one `.json` file per workflow, a `deploy-guides/` folder (one detailed setup guide per workflow, matching filenames), and this README.
- Open your n8n instance, create a new blank workflow, click the **`⋯`** menu in the top bar, then **Import → Import from file...**.
- In the file picker, navigate to wherever you unzipped the pack.
- Pick the `.json` file for the automation you want to set up first — for example, `client-onboarding-sequence.json`.
- The workflow appears fully built on your canvas, including its own built-in setup guide (the orange sticky note in the top-left) — condensed instructions right where you're working, so you don't have to keep switching back to this README.
- Every workflow needs its own credentials (e.g. your email account, your Clio account) and a handful of n8n Variables (e.g. your firm's name, which email address things get sent from). The exact list is different for each workflow — follow that workflow's own setup guide in the `deploy-guides/` folder (same filename, `.md` instead of `.json`) for the specific credentials and variables it needs, step by step.
Compliance: never touches your legal work
This automation only handles operational steps — sending, routing, and moving data. It doesn’t draft, analyze, or make any legal judgment, consistent with ABA Opinion 512.
What’s inside
- Consult No-Show KillerConfirmations and reminders before the appointment, so your calendar fills instead of leaking.
- Form-Fill from Intake DataIntake answers populate your wills and trusts forms instead of being retyped.
- Client Onboarding SequenceThe same welcome, the same documents, the same schedule, every time.
- Deadline Watchdog and Dormant Follow-UpDates you supply get chased, and clients due a plan review surface on their own.
✓ Works great when
- Estate planning is most of what you do
- You want a sequence to work through, not a catalog to browse
- You are comfortable setting up one workflow at a time
✗ What breaks at scale
- You want all five wired together as one pipeline
- Your document assembly is more complex than field population
- You want someone else to do the setup
Frequently asked
What do I need to run these?
An n8n instance and the credentials each workflow asks for. Every workflow ships with its own deploy guide, and each needs different connections.
Do I have to set up all five?
No. They are independent. Start with the one that costs you most and leave the rest until you want them.
Do they touch my legal work?
No. These are operational workflows. They send, route, remind, and move data between systems. They do not draft documents, give advice, or compute a deadline you have not supplied and confirmed.
Are these different from the individual templates?
They are the same workflows, bundled and tuned for estate planning. If you already downloaded some individually you do not need them twice.
Can you set them up for me?
Yes. Setup, tuning, and wiring the five together is a Done-for-You Build, $5,000 to $15,000.
Want the version built for your firm?
Done-for-You Build.
The pack gives you five workflows to set up yourself, one at a time. When you want them wired together as one pipeline, tuned to your matter types, and handed over working, that is a Done-for-You Build. We wire it into your stack and hand it back tested.
What you get
- All five workflows wired together as one pipeline
- Forms and templates tuned to your matter types
- Setup done for you, tested against your real data
- One place to see where every matter stands
