Understanding your attorney-ready summary packet
When a client completes their intake, Posterity automatically generates a structured attorney-ready summary packet. This guide explains what's included and how to use it.
Executive Summary
A one-page overview of the client's situation including family structure, asset overview, stated wishes, and any risk flags. Designed for quick review before a consultation.
Detailed Family Profile
Complete family tree with all relevant relationships, ages, and special circumstances. Includes prior marriages, blended family considerations, and dependent care needs.
Asset Inventory
Categorized list of all disclosed assets with estimated values, ownership structure, and existing beneficiary designations. Highlights potential issues like jointly-held property.
The asset inventory is a starting point — always verify with official documents during consultation.
Risk Flags & Recommendations
Automatically identified issues that may require special attention: complex family situations, business interests, out-of-state property, or high-value estates that may require trust planning.
Suggested Document Checklist
Based on the client's situation, Posterity recommends which documents to draft: Will, Revocable Living Trust, Durable Power of Attorney, Healthcare Directive, and HIPAA Authorization.
You've completed this guide. If you have questions, contact [email protected]