Anniversary reminders for estate plan reviews

Purpose

1.1 Automate anniversary reminders for estate plan reviews to retain clients, maintain compliance, and increase engagement.
1.2 The automation sends timely notifications, emails, SMS, or calendar invites to clients about scheduled estate plan reviews tied to anniversaries of prior engagements.
1.3 Automates tracking of review anniversaries, eliminates manual follow-up, and improves attorney-client relationship.
1.4 Ensures no client is missed for scheduled estate plan reviews by automating reminder workflows across channels.

Trigger Conditions

2.1 Date-based trigger—automator initiates workflow when the anniversary date of estate plan completion or last review matches today.
2.2 Automatable condition—client record contains estate plan review date; automation matches against current date at scheduled daily intervals.
2.3 Optional secondary trigger—automating when contact status is “active” or “review scheduled.”

Platform Variants

3.1 Microsoft Outlook
• Feature: Automate calendar event reminders via “Create Event” Graph API; sample—automation triggers event with reminder 30 days before review anniversary.

3.2 Google Calendar
• Feature: Use Events.insert in Google Calendar API to automate event creation and reminder alert; configure notification 14 and 1 days before date.

3.3 Salesforce
• Feature: Automate Task/Reminder object creation using Process Builder or Flow; API “Create Task” with due date set to anniversary.

3.4 HubSpot
• Feature: Automate engagement creation via Timeline API; send automated email using Marketing Email API on anniversary trigger.

3.5 Clio Manage
• Feature: Automate reminder using Matter Events endpoint; configure automation for every “plan review” matter type on creation anniversary.

3.6 Zapier
• Feature: Automate multi-channel reminders using “Schedule” + “Email”/“SMS by Zapier”; set up triggers based on custom anniversary date field.

3.7 Twilio SMS
• Feature: Automate SMS notification via Messages API; sample—trigger POST to API with client phone and review date details.

3.8 SendGrid
• Feature: Automate anniversary email via Mail Send API; configure dynamic template for personalized client info.

3.9 Mailchimp
• Feature: Automate custom journey using “Date-based Automation”; trigger email sequence on estate plan review anniversary.

3.10 ActiveCampaign
• Feature: Automate via “Date Triggered Automation” to send reminder email and create follow-up task.

3.11 Slack
• Feature: Automate channel message via Chat.postMessage API; internal notification to legal team before client anniversary.

3.12 Monday.com
• Feature: Automate board item notification using “Date arrives” automation, sending reminders to assigned users.

3.13 Notion
• Feature: Automate database entry and reminder via API “Update Page” and “Create Reminder” for estate plan clients.

3.14 Trello
• Feature: Automate card due date reminders using “Create Card” and “Set Due Date” API; notification on anniversary.

3.15 Asana
• Feature: Automate task creation with due date reminders using Tasks API for each client’s review anniversary date.

3.16 PipeDrive
• Feature: Automate activity creation using Activities API scheduled for the anniversary; assign to responsible attorney.

3.17 Calendly
• Feature: Automate personalized appointment invite via Scheduled Events API for estate plan review session.

3.18 Intercom
• Feature: Automate message based on anniversary using Custom Bots “date condition” and Send Message API.

3.19 DocuSign
• Feature: Automate reminder envelope via Envelope API for clients needing to sign review documents at anniversary.

3.20 Zoho CRM
• Feature: Automate workflow rule with “Date Field Trigger” to send email/push for estate plan review reminders.

3.21 SMSAPI
• Feature: Automate SMS alert using /sms/send endpoint; configure message content and client mobile.

3.22 Freshdesk
• Feature: Automate ticket or email reminder creation via “Automations” > “Ticket creation” based on anniversary custom field.

Benefits

4.1 Automates repetitive follow-up tasks, freeing staff and attorneys for higher-value work.
4.2 Automating ensures consistency, accuracy, and no missed review reminders.
4.3 Automated multi-channel capabilities improve client engagement and satisfaction.
4.4 Automation increases lifetime client value and retention by eliminating human delays in reminders.
4.5 Centralizing automated reminders streamlines compliance and documentation for estate planning professionals.