Dear {{$firstname}},

It has been a few months since we finished your estate plan on {{$matter_id}} and wanted to ensure you have taken the appropriate steps to take full advantage of your trust.  We have found in the past many people forget to fully complete all of the necessary steps and do not get the full benefit of the plan. 

Please feel free to reach out with any questions you may have.  I enjoyed working with you in the past and am here for any of your future legal needs.