Did you know that 64% of Americans believe Wills are important, but only 32% actually have one?
Problem: Your clients need AND want estate planning, but you don't offer it. Rejecting those cases, or referring them out, may lead to:
- Decreased Client Satisfaction: clients want to work with you; not start over with a stranger
- Lost Revenue: referred estate matters rarely get compensated (or even reciprocated)
- Lost Clients: referred (or rejected) clients are less likely to return
Solution: We remotely draft your client's Wills, Trusts, and Advance Directives. You just handle the signing appointment at your office…and get fairly compensated for your efforts.
End Result: The client's needs are seamlessly met, while you increase revenue and retention. Our AV-Rated Attorney will ensure that things flow smoothly. Interested? Click below to schedule an intro call.
HOW IT WORKS
Your client submits basic info through our online portal. They consult with us via phone/web and engage our services. We draft the plan, review with the client, then mail them the (signature-ready) docs.
YOUR ROLE
You prescreen clients and give them our registration link. When it's time to sign, you provide the witnesses and notary. That's it.
REVENUE + RETENTION
We ethically share the fee. You remain their trusted “go to” advisor. No more lost revenue or lost clients!