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Estate planning practice

Briarwick Hollow Estate Planning · Estate planning practice · Duluth, MN

Hana Ulbrich is the attorney at Briarwick Hollow Estate Planning, a small estate planning practice in Duluth, Minnesota. She moves each prospective client from the first call to a signed engagement here.

Legal and professionalSales pipelineLinked tables4 tables · 6 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
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Matter board

Matters
First call6
Castellanos-Page simple willWilhelmina Castellanos-PageSimple will
Dunwiddie-Ngata couple's trustAmbrose Dunwiddie-NgataCouple's trust package
Meadowcroft power of attorney refreshThorvald MeadowcroftPower of attorney refresh
Harrowgill revocable trustLucius HarrowgillRevocable living trust
Stonehouse simple willArabella StonehouseSimple will
1 more
Consulted4
Wetherbee power of attorney refreshClarice WetherbeePower of attorney refresh
Okamura-Brandt couple's trustLeopold Okamura-BrandtCouple's trust package
Okoro-Vance will and powers of attorneyHenrietta Okoro-VanceWill and powers of attorney
Wexcombe revocable trustPercival WexcombeRevocable living trust
Letter sent6
Ketterbridge trust administrationPhilomena KetterbridgeTrust administration help
Fairweather-Obi couple's trustAugustin Fairweather-ObiCouple's trust package
Zimmerhackel revocable trustRosalind ZimmerhackelRevocable living trust
Poulsen-Teague simple willBarnaby Poulsen-TeagueSimple will
Mbeki-Laurent will and powers of attorneyTheodora Mbeki-LaurentWill and powers of attorney
1 more
Signed8
Ashby-Lindqvist couple's trustGwendolyn Ashby-LindqvistCouple's trust package
Meadowcroft revocable trustThorvald MeadowcroftRevocable living trust
Barranco-Fisk will and powers of attorneyOttoline Barranco-FiskWill and powers of attorney
Harrowgill simple willLucius HarrowgillSimple will
Stavropoulos-Oyelaran couple's trustIlona Stavropoulos-OyelaranCouple's trust package
3 more
Declined4
Ashby-Lindqvist trust administrationGwendolyn Ashby-LindqvistTrust administration help
Barranco-Fisk couple's trustOttoline Barranco-FiskCouple's trust package
Ravenscroft-Hoyt simple willCornelius Ravenscroft-HoytSimple will
Fairweather-Obi power of attorney refreshAugustin Fairweather-ObiPower of attorney refresh

Tables

Matters

28 sample rows · 15 columns

Every estate plan a prospective client asks about, from the first call to a signed engagement.

MatterProspective clientPackageHeard about us fromHandled byFirst call onStage
Holloway-Sato power of attorney refreshIgnatius Holloway-SatoPower of attorney refreshReturning clientRory Delacourt-MensahOct 2, 2026First call
Stonehouse simple willArabella StonehouseSimple willReturning clientHana UlbrichOct 1, 2026First call
Meadowcroft power of attorney refreshThorvald MeadowcroftPower of attorney refreshReturning clientHana UlbrichSep 30, 2026First call
Harrowgill revocable trustLucius HarrowgillRevocable living trustFinancial advisorRory Delacourt-MensahSep 30, 2026First call
Castellanos-Page simple willWilhelmina Castellanos-PageSimple willSeminarHana UlbrichSep 29, 2026First call
Dunwiddie-Ngata couple's trustAmbrose Dunwiddie-NgataCouple's trust packageReferralRory Delacourt-MensahSep 29, 2026First call
Wexcombe revocable trustPercival WexcombeRevocable living trustReferralRory Delacourt-MensahSep 23, 2026Consulted
Okoro-Vance will and powers of attorneyHenrietta Okoro-VanceWill and powers of attorneyWebsiteHana UlbrichSep 22, 2026Consulted
Okamura-Brandt couple's trustLeopold Okamura-BrandtCouple's trust packageFinancial advisorRory Delacourt-MensahSep 21, 2026Consulted
Wetherbee power of attorney refreshClarice WetherbeePower of attorney refreshReturning clientHana UlbrichSep 18, 2026Consulted
Holloway-Sato revocable trustIgnatius Holloway-SatoRevocable living trustSeminarRory Delacourt-MensahSep 16, 2026Letter sent
Mbeki-Laurent will and powers of attorneyTheodora Mbeki-LaurentWill and powers of attorneyReferralHana UlbrichSep 15, 2026Letter sent

16 more rows

Prospective clients

20 sample rows · 7 columns

The people who have called about an estate plan, with contact details and the matters they opened.

NamePhoneEmailTownMatters
Ambrose Dunwiddie-Ngata+1 218 555 0140ambrose.dunwiddiengata@arrowheadvalleypost.orgHermantownDunwiddie-Ngata couple's trust
Arabella Stonehouse+1 218 555 0127arabella.stonehouse@northshorehomemail.netDuluthStonehouse power of attorney refresh, Stonehouse simple will
Augustin Fairweather-Obi+1 218 555 0130augustin.fairweatherobi@arrowheadvalleypost.orgCloquetFairweather-Obi couple's trust, Fairweather-Obi power of attorney refresh
Barnaby Poulsen-Teague+1 218 555 0132barnaby.poulsenteague@arrowheadvalleypost.orgSuperiorPoulsen-Teague simple will
Clarice Wetherbee+1 218 555 0135clarice.wetherbee@northshorehomemail.netProctorWetherbee power of attorney refresh
Cornelius Ravenscroft-Hoyt+1 218 555 0126cornelius.ravenscrofthoyt@arrowheadvalleypost.orgSuperiorRavenscroft-Hoyt revocable trust, Ravenscroft-Hoyt simple will
Evander Kimathi-Rowe+1 218 555 0128evander.kimathirowe@arrowheadvalleypost.orgHermantownKimathi-Rowe will and powers of attorney
Gwendolyn Ashby-Lindqvist+1 218 555 0121gwendolyn.ashbylindqvist@northshorehomemail.netDuluthAshby-Lindqvist couple's trust, Ashby-Lindqvist trust administration
Henrietta Okoro-Vance+1 218 555 0137henrietta.okorovance@northshorehomemail.netKnife RiverOkoro-Vance will and powers of attorney
Ignatius Holloway-Sato+1 218 555 0134ignatius.hollowaysato@arrowheadvalleypost.orgHermantownHolloway-Sato revocable trust, Holloway-Sato power of attorney refresh
Ilona Stavropoulos-Oyelaran+1 218 555 0125ilona.stavropoulosoyelaran@northshorehomemail.netKnife RiverStavropoulos-Oyelaran couple's trust
Leopold Okamura-Brandt+1 218 555 0136leopold.okamurabrandt@arrowheadvalleypost.orgCloquetOkamura-Brandt couple's trust

8 more rows

Packages

6 sample rows · 6 columns

The standard estate plans the firm offers, each with a flat fee and the weeks it takes.

PackageWhat it includesFlat feeWeeks to finishMatters
Couple's trust packageJoint trust, two pour-over wills and powers of attorney$3,9006Ashby-Lindqvist couple's trust, Stavropoulos-Oyelaran couple's trust, Fairweather-Obi couple's trust, Okamura-Brandt couple's trust, Dunwiddie-Ngata couple's trust, Barranco-Fisk couple's trust
Power of attorney refreshNew financial and health care powers of attorney$4501Stonehouse power of attorney refresh, Wetherbee power of attorney refresh, Meadowcroft power of attorney refresh, Holloway-Sato power of attorney refresh, Fairweather-Obi power of attorney refresh
Revocable living trustTrust, pour-over will and deed transfers$2,8505Meadowcroft revocable trust, Ravenscroft-Hoyt revocable trust, Zimmerhackel revocable trust, Holloway-Sato revocable trust, Wexcombe revocable trust, Harrowgill revocable trust
Simple willOne will with guardian and executor named$6502Harrowgill simple will, Poulsen-Teague simple will, Castellanos-Page simple will, Stonehouse simple will, Ravenscroft-Hoyt simple will
Trust administration helpGuidance for a trustee after a death$2,2008Ketterbridge trust administration, Ashby-Lindqvist trust administration
Will and powers of attorneyWill plus financial and health care powers of attorney$1,1503Barranco-Fisk will and powers of attorney, Kimathi-Rowe will and powers of attorney, Mbeki-Laurent will and powers of attorney, Okoro-Vance will and powers of attorney

Also included

  • Matter boardStage rules
  • Letters to chaseDigest
  • New first call alertNotificationTells the attorney the moment a new first call is logged.
  • Engagement letterDocumentThe letter that confirms the plan, the fee and the retainer.

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