Organize Your Practice,
Intelligently
Build customizable step-by-step procedures for implementing advice and organizing repeated processes. Sterling Workflows ensure consistency, track progress, and keep nothing from falling through the cracks.
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Active Workflows
12 RunningClient Onboarding
New client added → Create tasks
Tax Season Reminder
Date trigger → Send notifications
Opportunity Follow-up
Advice generated → Create tasks
18.5
Hours Saved/Week
378
Tasks Automated
Pre-Built Workflows Ready to Use
Start organizing your processes immediately with our library of proven workflow templates—or customize them to fit your exact needs
Client Onboarding
When to Use
New client added to CRM
Steps to Follow
Review client data for completeness
Send welcome email to client
Schedule initial planning meeting
Complete onboarding checklist tasks
Tax Season Preparation
When to Use
Tax document received
Steps to Follow
Use Task Automation to extract data from documents
Review AI-identified tax-saving opportunities
Schedule advisor review meeting
Send confirmation email to client
Annual Review Process
When to Use
Review date approaching (30 days)
Steps to Follow
Generate comprehensive advice report
Prepare portfolio performance summary
Schedule client review meeting
Send meeting reminder to all parties
Opportunity Implementation
When to Use
New advice opportunity identified
Steps to Follow
Review opportunity details and requirements
Create follow-up task and set reminder
Update opportunity status in CRM
Document progress in client dashboard
Over 100+ pre-built workflows included
Each workflow can be customized with your specific needs
Workflows Create Intelligent Workspaces
Complex tasks get their own workspace—a powerful dashboard with everything your team needs to execute perfectly
Draft AB Trust strategy document to provide to client
Step of: AB Trust Strategy
Net Worth Summary
Total Combined Net Worth: $7,850,000
- • Real Estate: $2,400,000 (Primary residence: $1.8M, Vacation property: $600K)
- • Investment Accounts: $3,200,000 (Joint brokerage accounts, taxable)
- • Retirement Accounts: $1,500,000 (John's 401(k): $900K, Jane's IRA: $600K)
- • Business Interest: $650,000 (Sterling Consulting LLC - 100% ownership)
- • Other Assets: $100,000 (Cash, vehicles, personal property)
Estate Tax Analysis
Washington State Estate Tax Exposure
Combined estate ($7.85M) exceeds WA exemption of $2.193M per person ($4.386M combined). Estimated WA estate tax liability: ~$750,000 upon second death if no planning.
Federal Estate Tax Status
Combined estate ($7.85M) is well below federal exemption of $13.99M per person. No federal estate tax concern under current law.
Key Planning Considerations:
- • Business valuation may require discount analysis for lack of marketability
- • Real estate basis step-up planning for appreciated vacation property
- • Liquidity analysis needed - estate may require asset sales to cover WA tax
- • Consider charitable remainder trust for highly appreciated investment accounts
AB Trust Strategy Recommendation
An AB Trust (bypass/credit shelter trust) structure will maximize use of both WA exemptions ($4.386M combined) and provide:
- • Protection of first spouse's exemption amount from being "wasted"
- • Asset growth in B Trust (bypass) outside surviving spouse's taxable estate
- • Flexibility for surviving spouse to access B Trust funds if needed
- • Estimated tax savings: $400K-$600K depending on appreciation and timing
Guidance
Pinned Guidance
Verify current exemptions (Federal & State)
Calculate Federal estate tax
Calculate State estate tax
Address liquidity needs
Build in flexibility
How It Works
Three simple steps to organize your practice
Choose or Create
Select from 100+ pre-built templates or build your own custom workflow from scratch
Organize Steps
Define the sequence of steps for your process, add conditional logic where needed
Follow & Execute
Use your workflow to guide consistent implementation of advice and processes