Estate Planning Practice
Whitmore Estate Planning · Estate planning practice · Denver, CO
Ximena Aldana is the paralegal at an estate planning practice and uses this to see which plans are in drafting, which signings are booked this week and which trust funding steps are still open. Operational tracking only; it holds no legal advice.
Use this templateBy status
EngagementsBusiness succession plan - Voorhees
Will package - Delacroix-Hunt
Revocable trust - Okoye family
Trust update - Penhallow
Trust with powers of attorney - Fairbairn
Revocable trust - Ashgrove
Will package - Okonkwo-Reyes
Tables
Engagements
7 sample rows · 14 columnsEach estate plan from first meeting to funding and filing.
| Engagement | Client | Package | Stage | Attorney | Fee | Started |
|---|---|---|---|---|---|---|
| Revocable trust - Okoye family | Okoye family (Chidinma and Emeka) | Drafting | Cordelia Whitmore | $3,800 | Sep 23, 2026 | |
| Will package - Delacroix-Hunt | Marguerite Delacroix-Hunt | Gathering information | Barnaby Oyelowo | $1,200 | Oct 8, 2026 | |
| Trust update - Penhallow | Tamsin and Rhys Penhallow | Attorney review | Cordelia Whitmore | $1,500 | Sep 30, 2026 | |
| Revocable trust - Ashgrove | Leopold Ashgrove | Funding | Cordelia Whitmore | $3,600 | Jul 30, 2026 | |
| Trust with powers of attorney - Fairbairn | Winston and Odette Fairbairn | Signing | Cordelia Whitmore | $4,400 | Sep 3, 2026 | |
| Will package - Okonkwo-Reyes | Sebastian Okonkwo-Reyes | Complete | Barnaby Oyelowo | $1,100 | Mar 22, 2026 | |
| Business succession plan - Voorhees | Anneke Voorhees | Consultation | Cordelia Whitmore | $5,200 | Oct 14, 2026 |
Signings
7 sample rows · 7 columnsSigning appointments with witnesses and a notary.
| Signing | Engagement | When | Where | Status | Coordinator | Mark signed |
|---|---|---|---|---|---|---|
| Signing - Fairbairn | Trust with powers of attorney - Fairbairn | Oct 14, 4:00 PM | Scheduled | @installer | — | |
| Signing - Penhallow amendment | Trust update - Penhallow | Oct 17, 8:00 PM | Scheduled | @installer | — | |
| Signing - Delacroix-Hunt will | Will package - Delacroix-Hunt | Oct 18, 10:00 PM | Scheduled | @installer | — | |
| Signing - Okoye family | Revocable trust - Okoye family | Nov 5, 6:00 PM | Scheduled | — | — | |
| Signing - Ashgrove | Revocable trust - Ashgrove | Aug 31, 4:30 PM | Signed | — | — | |
| Signing - Okonkwo-Reyes | Will package - Okonkwo-Reyes | Apr 3, 9:00 PM | Signed | — | — | |
| Signing - Fairbairn (first date) | Trust with powers of attorney - Fairbairn | Oct 13, 4:00 PM | Rescheduled | — | — |
Instruments
10 sample rows · 7 columnsEach document in each plan, from draft to signed.
| Instrument | Engagement | Type | Status | Due | Ready to sign | Mark signed |
|---|---|---|---|---|---|---|
| Revocable trust - Okoye | Revocable trust - Okoye family | Drafting | Oct 18, 2026 | — | — | |
| Pour-over wills - Okoye | Revocable trust - Okoye family | Not started | Oct 15, 2026 | — | — | |
| Powers of attorney - Okoye | Revocable trust - Okoye family | Not started | Oct 30, 2026 | — | — | |
| Will - Delacroix-Hunt | Will package - Delacroix-Hunt | Not started | Nov 7, 2026 | — | — | |
| Trust amendment - Penhallow | Trust update - Penhallow | Client review | Oct 20, 2026 | — | — | |
| Trust - Ashgrove | Revocable trust - Ashgrove | Signed | Sep 3, 2026 | — | — | |
| Deed to trust - Ashgrove | Revocable trust - Ashgrove | Signed | Sep 8, 2026 | — | — | |
| Trust - Fairbairn | Trust with powers of attorney - Fairbairn | Ready to sign | Oct 14, 2026 | — | — | |
| Healthcare directives - Fairbairn | Trust with powers of attorney - Fairbairn | Ready to sign | Oct 14, 2026 | — | — | |
| Will - Okonkwo-Reyes | Will package - Okonkwo-Reyes | Filed | Apr 1, 2026 | — | — |
Funding steps
6 sample rows · 7 columnsMoving assets into the trust and updating beneficiaries.
| Funding step | Engagement | Asset type | Status | Due | Owner | Mark done |
|---|---|---|---|---|---|---|
| Record deed to trust - Ashgrove home | Revocable trust - Ashgrove | Done | Sep 18, 2026 | — | — | |
| Retitle checking account - Ashgrove | Revocable trust - Ashgrove | In progress | Oct 16, 2026 | @installer | — | |
| Retitle brokerage account - Ashgrove | Revocable trust - Ashgrove | To transfer | Oct 15, 2026 | @installer | — | |
| Update beneficiary form - Ashgrove | Revocable trust - Ashgrove | To transfer | Oct 23, 2026 | — | — | |
| Assign business interest - Voorhees | Business succession plan - Voorhees | To transfer | Nov 27, 2026 | — | — | |
| Retitle home - Fairbairn | Trust with powers of attorney - Fairbairn | To transfer | Nov 1, 2026 | @installer | — |
Clients
7 sample rows · 9 columnsIndividuals, couples and families with an estate plan underway or on file.
| Client | Household | Status | Phone | Plan last signed | Review due | |
|---|---|---|---|---|---|---|
| Winston and Odette Fairbairn | (303) 555-0131 | fairbairns@mailbox-demo.net | Sep 9, 2022 | Sep 13, 2025 | ||
| Marguerite Delacroix-Hunt | (303) 555-0132 | marguerite.dh@mailbox-demo.net | — | — | ||
| Okoye family (Chidinma and Emeka) | (303) 555-0133 | okoyes@mailbox-demo.net | — | — | ||
| Leopold Ashgrove | (303) 555-0134 | leopold.a@mailbox-demo.net | Jul 20, 2026 | Nov 7, 2026 | ||
| Tamsin and Rhys Penhallow | (303) 555-0135 | penhallows@mailbox-demo.net | Nov 13, 2021 | Sep 18, 2026 | ||
| Anneke Voorhees | (303) 555-0136 | anneke.v@mailbox-demo.net | — | — | ||
| Sebastian Okonkwo-Reyes | (303) 555-0137 | sebastian.or@mailbox-demo.net | Apr 1, 2026 | Oct 17, 2026 |
Also included
- Move to signing
- Mark complete
- Mark signed
- Ready to sign
- Mark signed
- Mark done
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