Enrollment Email Templates

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 1 hour. 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 This link expires in 1 hour. 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	None — removed at the client's request (2026-09-28) so "What's left" follows the opening copy.	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 Your Design Meeting is where Luke reviews your family situation and finalizes your plan design. Footer: the "does not create an attorney-client relationship" line is removed (client request 2026-09-28, item 2). Replacement closing line pending from the client.
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`	None — removed at the client's request (2026-09-28) so the receipt detail is visible without scrolling.	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`. Footer: the "does not create an attorney-client relationship" line is removed (client request 2026-09-28, item 2). Replacement closing line pending from the client.
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`. Footer: the "does not create an attorney-client relationship" line is removed (client request 2026-09-28, item 2). Replacement closing line pending from the client.
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 Trust Attorney platform at this time. This isn't a reflection of your situation. Some matters need direct attorney handling rather than the online process. You may contact our traditional law firm, Law Office of Luke Reynoso, PLLC, to discuss whether we can assist you outside the platform. Any representation by the firm would be subject to a separate review, engagement letter, and fee arrangement. Reach Law Office of Luke Reynoso, PLLC at `firm_phone` or `firm_email`.
Attorney finds a conflict and declines the matter (future admin action; must send before capture)	Conflict-Based Case Declination	We're not able to accept your case	Same decorative photo as Enrollment Not Approved.	Hi `full_name`, after review, the attorney has identified a conflict and is not able to accept your case. Your card will not be charged. We have not agreed to represent you, and this message does not create an attorney-client relationship or provide legal advice. Because legal rights and deadlines may be affected by the passage of time, you should promptly consult another attorney regarding your matter. Please do not delay in seeking other counsel. We will keep the information you provided confidential, but we cannot provide further details regarding the conflict.
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. As outlined in your engagement letter, your refund reflects how far your plan had progressed: a full refund if cancelled before your Design Meeting, 75% if cancelled after your Design Meeting but before your draft documents were sent to you, or 25% if cancelled after your draft documents were sent. We'll process it to your card on file within one business day; your bank may take a little longer to post it. Questions? Call us at `firm_phone` or email `firm_email`. Footer: the "does not create an attorney-client relationship" line is removed (client request 2026-09-28, item 2). Replacement closing line pending from the client.
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 — sent only if the visitor fills an optional "email me this" field at the gate (not built; no name collected)
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.	Based on your answers, the Online Trust Attorney platform may not be the right fit for your estate planning needs. Some matters require direct attorney handling outside the online process. You may contact our traditional law firm, Law Office of Luke Reynoso, PLLC, to discuss whether we may be able to assist you. The firm would need to separately review your matter and agree to any representation under a separate engagement letter and fee arrangement. Reach Law Office of Luke Reynoso, PLLC at `firm_phone` or `firm_email`. Firm disclosure: Online Trust Attorney is a trade name of Law Office of Luke Reynoso, PLLC, and Luke Reynoso is the attorney behind both. Online Trust Attorney is the firm's online estate planning platform. Matters that need direct attorney handling may be reviewed separately by Law Office of Luke Reynoso, PLLC. Contacting the firm does not guarantee that it will accept your matter. Any representation requires a separate review and a separate engagement agreement.
Pre-screen "I only need a small amendment" exit `EligibilityGate.tsx`	Estate Plan Amendment	Estate Plan Amendment	A hand annotating/red-lining an existing printed document — "updating what already exists" rather than starting fresh.	It sounds like you need a change or amendment to your existing estate plan rather than a brand-new plan. Amendments are handled directly through our traditional law firm, Law Office of Luke Reynoso, PLLC, rather than through the Online Trust Attorney platform. Please call Law Office of Luke Reynoso, PLLC, directly at (480) 306-6738 to discuss your amendment. The firm will review your existing plan and determine whether it can assist you under a separate engagement. Call (480) 306-6738 Firm disclosure: Online Trust Attorney is a trade name of Law Office of Luke Reynoso, PLLC, and Luke Reynoso is the attorney behind both. Online Trust Attorney is the firm's online estate planning platform. Matters that need direct attorney handling may be reviewed separately by Law Office of Luke Reynoso, PLLC. Contacting the firm does not guarantee that it will accept your matter. Any representation requires a separate review and a separate engagement agreement.

Confirm Your Email

“Confirm your email to get started”

Reset Your Password

“Reset your password”

Engagement Letter Ready to Sign

“Your engagement letter is ready to sign”

Welcome — You're Enrolled

“You're enrolled — here's what's next”

Payment Receipt

“Your receipt — plan payment”

Update Your Payment Method

“Action needed: your payment couldn't be processed”

Enrollment Not Approved

“An update on your engagement”

Conflict-Based Case Declination

“We're not able to accept your case”

Enrollment Cancelled

“Your enrollment has been cancelled”

Reminder: Sign Your Engagement Letter

“Your engagement letter is ready to sign”

You've Been Named — Sign Your Engagement Letter

“You've been named on an engagement letter”

Gate Follow-up — Not a Fit

“Your estate planning options”

Estate Plan Amendment

“Estate Plan Amendment”

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Enrollment email templates

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