Automated Beneficiary Update Drafts for Estate Plans
Every morning, WebRun scans Vanilla for clients flagged for a potential beneficiary update, drafts the change documentation in DocuSign for advisor review, and posts a Slack alert listing each pending update.
How can I automatically track and draft beneficiary updates for estate planning clients?
WebRun scans Vanilla every morning for clients whose beneficiary designations need updating, drafts the change forms in DocuSign pre-filled with client data, and posts the advisor a Slack list of every pending update with direct links. No document reaches a client without the advisor's explicit approval.
- No beneficiary change flag sits unactioned for more than 24 hours
- Draft forms are pre-filled and ready for advisor review each morning
- Clients never receive documents without explicit advisor sign-off
Built for financial advisors · estate planning attorneys · wealth managers · trust officers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.justvanilla.comin a real browser with your saved login - no setup, no API keys. -
1
Vanilla - identify clients needing beneficiary updates
justvanilla.com
WebRun opens Vanilla to identify clients needing beneficiary updates. - Open Vanilla and review the client list for any planning gap flags or advisor notes indicating a beneficiary review is needed
- Capture the client name, account type, and the nature of the change required
- Skip clients where a beneficiary update is already in progress
Done when Every client needing a beneficiary update is identified with the change details.
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2
DocuSign - draft beneficiary change document for review
docusign.com
WebRun opens DocuSign to draft beneficiary change document for review. - Open DocuSign and create a draft beneficiary designation change form for each flagged client
- Pre-fill the client name, account, and current beneficiary information from Vanilla
- Leave the envelope in draft status for the advisor to review and send - do not send to the client automatically
Done when A draft DocuSign envelope exists for each client pending a beneficiary update.
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3
Slack - alert advisor of pending updates
slack.com
WebRun opens Slack to alert advisor of pending updates. - Post a message to the advisor's Slack channel listing every client with a pending beneficiary update
- Include a link to each DocuSign draft for quick access
- Mark each item as requiring advisor approval before the document is sent
Done when Advisor has a Slack summary of all pending beneficiary updates with links to the DocuSign drafts.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send beneficiary change forms to clients without approval?
No. Every DocuSign envelope is created as a draft and held for the advisor to review. Nothing is sent to the client until you explicitly approve and release it.
How does it identify which clients need a beneficiary update?
It reads advisor notes and planning gap flags inside Vanilla that indicate a life event or change has been noted, such as a marriage, divorce, birth, or death in the family.
What happens if a beneficiary update is already underway?
WebRun checks for in-progress updates on each run and skips any client where a change is already being processed, so no duplicate forms are created.
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