信託・相続
信託・相続の自動化テンプレート
信託・相続向けに、すぐに使えるワークフローを13件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、EstateExec、Slack、Google Sheetsです。
Automated Probate Deadline Tracking
Every morning, WebRun reviews open estate cases in EstateExec, calculates upcoming probate deadlines, and sends the executor a prioritized alert list so nothing is filed late.
Automated Estate Transaction Reconciliation Digest
Every Friday, WebRun pulls estate transactions from EstateExec, reconciles them against QuickBooks, and delivers a tidy summary of matched, unmatched, and outstanding items.
Automated Estate Overdue Creditor Payment Chaser
Every week, WebRun reviews outstanding creditor payments logged in EstateExec, identifies any that are overdue, and prepares draft payment authorization letters for the executor to approve before anything is paid.
Automated Estate Planning Client Onboarding
When a new client is added in Vanilla, WebRun creates their profile, sets up the initial document checklist, and sends the advisor a kick-off summary with next steps.
Automated Heir Distribution Statement Drafts
When a distribution period closes in EstateExec, WebRun compiles each heir's distribution details and drafts a formal statement for the executor to review and approve before delivering it to beneficiaries.
Automated Estate Transaction Anomaly Detection
Every morning, WebRun scans recent estate transactions in EstateExec for anomalies such as duplicate entries, unusually large amounts, or transactions outside normal categories, and alerts the executor via Slack.
Automated Estate Plan Review Reminders
Every year, WebRun checks each client's last estate-plan review date in Vanilla, identifies overdue or upcoming reviews, and sends the advisor a prioritized list with draft outreach for each client.
Automated Estate Document Collection Chaser
Every week, WebRun checks which required estate documents are still outstanding in EstateExec, and prepares draft collection requests for the executor to send to the relevant parties.
Automated Estate Email Data Entry to EstateExec
When estate-related documents or statements arrive by email, WebRun reads the key details and logs them to EstateExec and a Google Sheet so nothing has to be entered manually.
Automated Estate Compliance Deadline Tracking
Every morning, WebRun reviews open estates in EstateExec for approaching compliance deadlines such as tax filings and inventory submissions, and sends the attorney a daily briefing via Telegram.
Automated Beneficiary Update Drafts for Estate Plans
When a life event or advisor note in Vanilla signals a beneficiary change is needed, WebRun prepares a draft update form and notifies the advisor via Slack so nothing falls through the cracks.
Automated Estate Asset Inventory Gap Tracking
Every week, WebRun checks the asset inventory in EstateExec for gaps such as missing valuations or titles, and sends the executor a list of what still needs to be collected.
Automated Estate Distribution Approval Routing
When a distribution is logged in EstateExec, WebRun checks the amount, identifies the approving trustee or attorney, and drafts an approval request for them to review before any funds are released.







