The Dormant Client Reactivation System

Adapted from the Trusted Advisor version for Estate Planning Attorneys.

What It Is

This prompt builds a structured reactivation system for dormant estate planning clients — those who completed a plan two or more years ago and haven't been back since. Unlike most win-back motions, the goal here isn't to recover a client who left in frustration. Estate planning client dormancy is the default state, not a problem state.

Plans grow stale, life events go un-incorporated, trusts go unfunded, and tax law changes outpace the documents. This system segments dormant clients by what's most likely outdated in their plan and produces a two-touch outreach sequence that earns the next plan review meeting.

Who It Is For

Estate planning attorneys and trust and estate practitioners who have a book of past clients sitting dormant and want a structured, professional way to re-engage them around plan review, trust funding, document updates, and life-event-triggered planning needs.