Estate Planning Organizer
An excellent way for your clients to save money (perhaps a lot of money) on their estate planning engagement is to have much of the preliminary work done ahead of time. In other words, much of the cost of having an estate plan prepared is caused by the time and effort it takes for the attorney to educate the client about the options available, gather and sort the various documents which are needed to develop the plan, and then discuss your clients’ goals and objectives. As you well know, I run my estate planning practice by sending clients to financial planners who can spend time with the client at a lower cost than I can. The client and financial advisor then can come back to me with a fully developed fact finder and asset allocation questionnaire; a description of the clients’ family situation, and a description of their estate planning goals and objectives. In the alternative, and this is something which you can do as well, I recommend that my clients purchase and complete the Estate Planning Organizer system. This system is a series of educational and practical tools which allow your clients to learn for themselves what “estate planning” really means, and helps them organize their important documents and think about what they want to achieve with their estate plan. This system can save thousands of dollars in legal fees, depending, of course, on how complex a client’s estate planning needs are. Otherwise, a client may have to spend hours in my office while I explain what estate planning is all about, and go item by item through their documents. While I would rather refer my clients back to you for face-to-face work, this is an option which I have now added to my practice. I am an ‘affiliate reseller’ of this program, which means that I earn money when your clients purchase the program. The cost of the program is less than one hour of my $310.00 per hour rate!! This program will save your clients thousands of dollars, and it will save you time and aggravation too, if you are not charging to prepare a financial plan. Have the clients do it themselves, and then you do the financial analysis. It’s a triple win situation.
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