DocketBuddy
Attorney workpaper
Estate planning

Browser workpaper

Estate Plan Review Trigger Checker

Life, law, asset, and fiduciary changes that make a plan stale

Output scope

Available output: the entered-fact inventory, chronology, or arithmetic named above. State-law validity and tax-treatment conclusions remain held.

Direct answer

What this workpaper does

This browser workpaper addresses life, law, asset, and fiduciary changes that make a plan stale. It returns only the entered-fact arithmetic, chronology, reconciliation, or coverage result shown on this page and leaves legal conclusions for attorney review.

Use it when: A client moves, marries/divorces, has a child, buys/sells a business, or has an old plan.

Source links checked
August 21, 2026

Working facts

Required rows are marked. Do not enter names, account numbers, or narrative medical facts.

01
Row 1
Enter the first row
Advanced paste format

Enter one document date per line in YYYY-MM-DD format.

Enter one document date per line in YYYY-MM-DD format.

02
Row 1
Enter the first row
Advanced paste format

Enter one move per line with location and date as key=value pairs.

Enter one move per line with location and date as key=value pairs.

03
Row 1
Enter the first row
Advanced paste format

Enter one event per line with event, date, and person as key=value pairs.

Enter one event per line with event, date, and person as key=value pairs.

04
Row 1
Enter the first row
Advanced paste format

Enter one birth or adoption per line with the event date.

Enter one birth or adoption per line with the event date.

05
Row 1
Enter the first row
Advanced paste format

One event label | YYYY-MM-DD row per line.

One event label | YYYY-MM-DD row per line.

06
Row 1
Enter the first row
Advanced paste format

One event label | YYYY-MM-DD row per line.

One event label | YYYY-MM-DD row per line.

07
Row 1
Enter the first row
Advanced paste format

One event label | YYYY-MM-DD row per line.

One event label | YYYY-MM-DD row per line.

08
Row 1
Enter the first row
Advanced paste format

Enter as_of=YYYY-MM-DD to calculate document calendar age.

Enter as_of=YYYY-MM-DD to calculate document calendar age.

Runs in this browser. Continue to Preflight when the file itself needs review.

Method

This workpaper uses deterministic arithmetic, chronology, reconciliation, or coverage logic from the entered fields. It does not persist client facts or send field values to general analytics.

The result is an attorney workpaper, not a legal conclusion. Verify current primary authority and every fact against the file.

Before relying on it

  1. 01Confirm each required entry against the source record.
  2. 02Build the workpaper and inspect every calculated fact and held question.
  3. 03Open the cited sources and verify the version that governs the matter.
  4. 04Move unresolved file questions into the related Preflight review.

What the workpaper returns

  • review priority
  • documents/clauses affected
  • state-law change flags
  • beneficiary/fiduciary update list
  • records needed

Same practice

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