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)
