Online Trust Attorney · emails/

Enrollment email templates

1Navy Hero Card

2Split Ledger

3Minimal Letter

4Bold Blocks

5Corporate Letterhead

6Editorial Story

7Magazine Cover

8Boutique Receipt

9Step Ledger

New design concept

10Hairline Editorial

11Ink Frame

12Banded Sections

Trigger / case	Template name	Subject line	Photo	Email content
Client submits the sign-up form `AuthContext.tsx:47`	Confirm Your Email	Confirm your email to get started	Wax seal being pressed into cream paper, warm gold side-light, soft navy bleed at the edges — a quiet "sealing/confirming" gesture, no faces.	Hi `full_name`, thanks for creating your Online Trust Attorney account. Click below to confirm your email and continue your enrollment. Confirm Email This link expires in `expiry`. If you didn't create this account, ignore this email.
Client clicks "Resend the email" `AuthContext.tsx:93`	Confirm Your Email	Confirm your email to get started		Identical to the row above — a re-send of the same confirmation email, not separate content.
Client requests "forgot password" `AuthContext.tsx:81`	Reset Your Password	Reset your password	Single brass key resting on a folded document, warm directional light against a deep-navy backdrop — secure access, not alarming.	Hi `full_name`, we received a request to reset your password. Click below to choose a new one. Reset Password Expires in `expiry`. Didn't request this? Your password won't change if you ignore it.
Core enrollment lifecycle — build these
DocuSign envelope created for the client → `letter_sent`. Client is an embedded signer, so DocuSign itself never emails them — this is a custom replacement for that missing notification. `_shared/docusign.ts:169`	Engagement Letter Ready to Sign	Your engagement letter is ready to sign	Fountain pen poised above a signature line on cream stationery, soft natural window light — the "ready to sign" moment, personal and unhurried.	Hi `full_name`, your card is on file and your `plan_name` engagement letter is ready for your signature — it only takes a few minutes. Sign Your Letter Once you sign, we'll route it to Luke for countersignature — nothing further to do until then.
Enrollment reaches `paid` — Luke countersigns, charge succeeds `_shared/capture.ts`	Welcome — You're Enrolled	You're enrolled — here's what's next	Golden-hour Arizona desert horizon — saguaro and red-rock silhouette behind a warmly lit home — a celebratory "welcome home" feeling for new clients.	Hi `full_name`, great news — your `plan_name` engagement is complete and your payment of `amount` has been processed. Two things left before your Design Meeting: 1) Complete your intake questionnaire Complete Intake 2) Book your Design Meeting with Luke Book Your Call
Capture succeeds — same moment as the row above, but this is the branded receipt in place of (or alongside) Stripe's own Dashboard-configured receipt. `_shared/capture.ts:195`	Payment Receipt	Your receipt — `plan_name` payment of `amount`	Closed leather portfolio with a gold-foil corner on a dark navy desk, no faces — understated and formal, matching a receipt's tone.	Hi `full_name`, this confirms your payment for your `plan_name` engagement with Law Office of Luke Reynoso, PLLC. Amount charged: `amount` · Date: `charge_date` · Card ending `card_last4` Keep this email for your records. Questions about this charge? Contact `firm_email`.
Off-session capture declined → `payment_failed` `_shared/capture.ts:167`	Update Your Payment Method	Action needed: your payment couldn't be processed	A single card resting beside an open wallet on a neutral cream surface, even soft light — calm "action needed" tone, no red or alarm cues.	Hi `full_name`, we weren't able to process your payment of `amount` for your `plan_name` engagement — your card was declined. Your engagement letter is already signed; this is the only step left. Update Payment Method Questions? Reply to this email or call `firm_phone`.
Enrollment set to `rejected` (future admin action)	Enrollment Not Approved	An update on your engagement	Empty wooden desk with soft window light, no people in frame — a respectful pause rather than a rejection.	Hi `full_name`, after review, we're not able to proceed with your engagement through the online platform at this time. This isn't a reflection of your situation — some matters need direct attorney handling. Please contact us at `firm_phone` or `firm_email` and we'll help you directly.
Enrollment set to `cancelled` (future — no cancel action exists yet)	Enrollment Cancelled	Your enrollment has been cancelled	Closed folder set aside on a clean, cool-toned desk — a neutral, non-punitive close-out visual.	Hi `full_name`, this confirms your `plan_name` enrollment has been cancelled. No further charges will be made. Didn't mean to cancel, or want to re-enroll? Visit `pricing_url` or contact us at `firm_phone`.
Optional / blocked on a fix
Client stalls at `letter_sent` — hasn't opened `/enroll/sign`	Reminder: Sign Your Engagement Letter	Your engagement letter is ready to sign	Same pen-and-signature-line motif as the original letter email, with a subtle hourglass detail at the edge of frame — reinforces "reminder" without urgency alarm.	Hi `full_name`, your `plan_name` engagement letter is ready and waiting for your signature — it only takes a few minutes. Sign Your Letter Once you sign, we'll route it to Luke for countersignature and your card will be charged.
Legacy + married, once a real second-spouse email is captured at intake `_shared/docusign.ts:78`	You've Been Named — Sign Your Engagement Letter	You've been named on an engagement letter — please sign	Two hands resting together over a shared printed document — signals "you've been named alongside someone," warm and partnered, no faces shown.	Hi `spouse_2_name`, `client_1_name` has named you as a co-client on a `plan_name` engagement with Online Trust Attorney. Please review and sign your portion below. Sign Your Letter
Lead / non-conversion outreach — needs an email captured at the gate (not built)
Gate failure — not an AZ resident, assets over the plan's threshold, or active litigation `EligibilityGate.tsx`	Gate Follow-up — Not a Fit	Your estate planning options	Wide desert landscape with a walking path leading toward distant mountains — "not the right door here, but a path forward" tone.	Hi `full_name`, thanks for checking out Online Trust Attorney. Based on your answers, our online platform isn't the right fit for your situation right now — that doesn't mean we can't help. Contact us directly at `firm_phone` or `firm_email` and we'll talk through your options.
Pre-screen "I only need a small amendment" exit `EligibilityGate.tsx`	Gate Follow-up — Amendment Referral	The right place for your amendment	A hand annotating/red-lining an existing printed document — "updating what already exists" rather than starting fresh.	Hi `full_name`, it sounds like you need a targeted update to an existing plan rather than a brand-new one. That work is best handled directly through Law Office of Luke Reynoso, PLLC. Reach the firm at TrustLawAZ.com or (480) 306-6738.