Stakeholder Worksheet

Identify all possible stakeholders or interested persons, [anyone who has a positive or

negative interest in the issues affecting your Client] including:

Court, Probate Volunteer Panel (if applicable)

Family members (parents, siblings, children, nieces, nephews, grandchildren, cousins, etc)

Beneficiaries, co-owners/joint-interest holders, residual beneficiaries, individuals with unvested interest in the Client’s assets

Advisors (legal, financial, spiritual, etc.)

Charities, schools, hospitals, environmental groups, etc. [anyone to whom your client may have donated to or been affiliated with in the past]

Discuss who you will be reporting to and discuss reporting expectations (including frequency and information provided ie: accountings and status reports)

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