Automated Estate Plan Review Reminders
Every Monday, WebRun opens Vanilla, finds clients whose estate plan review is overdue or due within 90 days, logs them to a Google Sheet, and prepares a draft Gmail outreach for the advisor to approve and send.
How do I automatically remind clients when their estate plan is due for review?
WebRun opens Vanilla every Monday, finds every client whose estate plan review is overdue or due within 90 days, logs them to a Google Sheet ranked by urgency, and drafts a personalized outreach email in Gmail for the advisor to approve. No message goes to a client without a human sign-off.
- No client estate plan goes stale past 12 months without a follow-up
- Advisors get a ranked review list every Monday morning
- Draft outreach is ready to send in one click
Built for financial advisors · wealth managers · estate planning attorneys · RIAs
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 - find clients with overdue or upcoming reviews
justvanilla.com
WebRun opens Vanilla to find clients with overdue or upcoming reviews. - Open Vanilla and navigate to the client list
- Filter for clients whose last estate plan review date is more than 12 months ago or within the next 90 days
- Capture each client name, last review date, and advisor owner
Done when Every client with an overdue or upcoming review is listed with their details.
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2
Google Sheets - log review status and priority
google.com
WebRun opens Google Sheets to log review status and priority. - Open the estate review tracker sheet
- Append each client row with their name, last review date, days overdue, and advisor
- Sort by most overdue at the top
Done when The tracker sheet reflects this week's full review pipeline.
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3
Gmail - draft outreach for each client
gmail.com
WebRun opens Gmail to draft outreach for each client. - Draft a personalized review outreach email for each client
- Leave every draft in the advisor's Gmail drafts folder for review before sending
- Never send any email to a client automatically
Done when A draft outreach email exists in Gmail for each client due for review.
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 emails to clients automatically?
No. WebRun drafts each outreach and leaves it in your Gmail drafts folder for you to review and send. No client ever receives an email without your explicit approval.
How does it know when a review is due?
It reads the last review date recorded in Vanilla for each client and flags anyone whose plan is more than 12 months old or coming due within 90 days.
What if a client already has a review scheduled?
WebRun reads the current status in Vanilla on each run, so clients with a scheduled or recently completed review are skipped automatically.
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