Estate Planning With ClickUp: Step-by-Step Guide

ClickUp gives estate planning professionals AI-powered tools and organized workspaces to manage matters, draft documents, and automate routine legal tasks in one place.

This guide walks you through how to set up an estate planning workflow, use AI agents, and customize your workspace so your team can work faster and with fewer errors.

Understand ClickUp AI Agents for Estate Planning

Before building your system, it helps to understand what AI agents do on the ClickUp platform.

• They act as AI teammates that work inside your existing workspace.
• They use natural language instructions instead of complex configuration.
• They interact with your tasks, Docs, and views to complete work, not just answer questions.
• They are tailored to specific roles, like estate planning, litigation, or operations.

For estate planning, these agents help with repetitive drafting, summarizing complex files, and preparing structured checklists for each client matter.

Set Up Your ClickUp Estate Planning Workspace

To get the most from automation, you need a clear workspace structure. Here is a simple way to organize it.

Create Spaces and Folders in ClickUp

1. Create a dedicated Estate Planning Space.

2. Inside that Space, add Folders such as:

   • New Intakes
   • Active Matters
   • Signed but Pending Funding
   • Closed Files

3. Create Lists within each Folder, for example by attorney, by office location, or by matter type (wills, trusts, powers of attorney, elder law).

This structure keeps every client and matter organized and ready for automation.

Customize Task Types and Custom Fields

Next, design task templates that mirror your real-world estate planning workflow.

• Define custom fields for key matter data, such as:
• Client name and contact details
• Type of plan (simple will, revocable trust, SLAT, ILIT, etc.)
• Important dates (consult, signing, funding deadlines)
• Status fields for drafting, review, signing, and funding
• Create task templates for each matter type so your team can spin up new matters quickly.

Once this is in place, you can connect AI agents so they work with your standardized data.

Use ClickUp AI Agents for Estate Planning Tasks

The estate planning AI agents are designed to support key parts of your daily workflow. You can learn more about these agents and their capabilities on the official page at ClickUp estate planning AI agents.

Draft and Improve Estate Planning Documents

AI agents help you get to a strong first draft quickly while you remain in control of final language.

1. Open a matter task or related Doc.

2. Launch the estate planning AI agent from your sidebar or doc toolbar.

3. Provide a plain-language prompt, for example:

   • “Draft a summary of the proposed estate plan for a married couple with two minor children and a revocable living trust, based on the notes in this Doc.”
   • “Improve the clarity of this client letter confirming the scope of our estate planning engagement.”

4. Review the output, adjust language, and save the refined version directly in your workspace.

This keeps drafting inside your secure environment and reduces copying content into outside tools.

Summarize Complex Client Files in ClickUp

Estate planning matters often involve long email threads, intake forms, and existing documents. AI agents can summarize these so you can get up to speed quickly.

1. Attach relevant files or link Docs to the client task.

2. Ask the AI agent to generate a summary, for example:

   • “Summarize this client’s family structure, assets, and estate planning goals from the attached documents.”

3. Use the summary to prepare for meetings, drafting sessions, or internal handoffs.

These summaries are especially useful when a matter transitions from intake to a drafting attorney or from attorney to paralegal.

Create Checklists and Work Plans With ClickUp Agents

ClickUp agents can convert unstructured notes into actionable plans.

1. Gather your rough notes from an initial consultation in a Doc or task comment thread.

2. Ask the AI agent to convert them into a structured checklist, for example:

   • “Turn these notes into a step-by-step estate planning workflow with tasks for drafting, review, signing, and funding.”

3. Insert the generated checklist into the client task, and convert items to real tasks or subtasks.

This ensures no step is missed between consultation and final execution of the plan.

Build Automated Workflows in ClickUp

AI agents are powerful when combined with the platform’s native automation and templates.

Use Templates for Repeated Estate Planning Matters

Start by building robust templates that capture your standard process.

• Create a Client Matter template containing:
• Subtasks for drafting, review, signing, and funding
• Custom fields for client and plan data
• Pre-linked Docs for engagement letters and questionnaires
• Design separate templates for common structures such as trust-based plans versus will-based plans.

Then, use AI agents to auto-fill sections of Docs and comments whenever you start a new matter from a template.

Automate Status Updates and Notifications

Combine automations with AI to keep your team aligned.

1. Set automations so that when a task changes status (for example, from Drafting to Review), an internal comment is generated.

2. Use AI agents to draft those internal comments, such as a short summary of changes or open questions for the reviewing attorney.

3. Trigger notifications to assigned users so they know exactly what to review and why.

This reduces manual follow-up and gives better context around each status change.

Collaborate Across Your Estate Planning Team

ClickUp is built for collaboration, and AI support makes that collaboration richer and more efficient.

Centralize Communication in ClickUp Tasks and Docs

Keep everything connected to the client matter in one place.

• Use task comments for attorney–paralegal communication.
• Pin crucial instructions or decisions at the top of a task.
• Attach drafts, prior plans, and reference materials to the matter.

When context lives in a single workspace, AI agents can reference that context to give you more accurate, tailored assistance.

Hand Off Work Smoothly With AI-Generated Briefs

Hand-offs between intake, drafting, review, and signing can introduce risk. AI agents help you document what matters most at each transition.

1. Before handing off a matter, ask the agent to prepare a brief that includes:

   • Client goals and constraints
   • Key assets and beneficiaries
   • Important deadlines and follow-ups

2. Insert that brief into the task description or a linked Doc.

3. Assign the task to the next team member with due dates and priority.

The recipient sees an organized snapshot of the file and can proceed without digging through long threads.

Refine Your Estate Planning System Over Time

Once your initial setup is live, continue improving how you use the platform.

• Review which AI prompts lead to the most useful drafts and standardize those prompts in shared Docs.
• Adjust custom fields and templates as new matter types appear.
• Monitor turnaround times on drafting, review, and signing to see where more automation or checklists might help.

If you want additional guidance on designing workflows and AI-driven processes, you can work with consultants who specialize in this ecosystem, such as Consultevo.

Next Steps for Using ClickUp in Estate Planning

With a structured workspace, dedicated templates, and well-designed AI prompts, your firm can manage estate planning matters more efficiently and consistently.

Start by building a clean Space, then connect AI agents to your most common drafting, summarizing, and checklist tasks. Over time, refine templates and automations so your entire estate planning practice runs inside a unified ClickUp environment.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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