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Asset Review Report Ideas

  • July 28, 2025
  • 4 replies
  • 19 views
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Hello All! We are a CO estate planning firm and offer a membership for our trust-based clients. As part of that membership, the client receives a report detailing all their assets (that we're aware of) and how we recommend they be aligned with their trust (ownership, beneficiaries, etc.). We send them that report every year so that they can update us on any changes. I’m a new user to Smokeball, and I’m excited to put that Asset Tracking Details section to use! I wanted to ask the community if you are doing something similar with your clients, and if you have any tips and tricks for me as I set this up. My vision is to have a word template report ready to go with all the various types of assets a client could have, I fill in the asset details section in SB, and all that data ends up in my report, ready for the client. I’m sure I’ll have to delete a few unused rows (if I build out ten cash account slots and they only have two). But is there a better way to do this? I appreciate your thoughts on this!

Sara Sultan

4 replies

Sara Sultan
Smokeball Team
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  • Sara SultanSmokeball Team
  • Smokeball Team
  • November 26, 2025

Hello ​@bmasero ,

I really like this post!  I am the lead trainer here at Smokeball and work with our users all the time. Are you interested in only hearing back from Colorado estate planning firms only or any estate planning firms? I can try and tag some users to respond to your post.

Sara Sultan (she/her), Senior Client Trainer
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  • bmaseroContributor
  • Author
  • Contributor
  • November 26, 2025

Thank you Sara! I’d be open to anyone with an idea. I went ahead and put together a template that’s working great. Even with all those fields, it’s preforming very well! My next project is putting together an intake form that merges with these fields so the client fills it out themselves. So far not all the fields map exactly how I’d like them too, but I’m getting it pretty close!

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Sara Sultan
Smokeball Team
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  • Sara SultanSmokeball Team
  • Smokeball Team
  • November 26, 2025

Feel free to sign up for some time with one of the trainers here as well.  I will work on tagging some Estate Planning folks to this thread.

Sara Sultan (she/her), Senior Client Trainer
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  • carlyidahoepContributor
  • Contributor
  • December 4, 2025

​@Sara Sultan helped us set up the existing spreadsheet we use from FundingPro into Smokeball. We are still using Funding Pro until we come up with the time/energy/space to convert clients over. We have also looked into Trustate as well. 

 

If you’ve been able to format the fields so clients can enter their info, I would LOVE to know how. I’ve only been able to deal with drop downs with certain fields like Bank Name which doesn’t work. 

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