It’s Your Legacy.

Who Will You Trust?

Attorneys: Expand Your Practice With Estates

Did you know that 64% of Americans think that Wills are important, but only 32% of them 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. You prescreen prospects and handle the signing at your office. The attorney’s fee is ethically shared.

End Result: The client’s needs are seamlessly met, while you increase revenue and retention. Whether assisting your existing client base or future prospects, our AV-Rated Attorney will ensure that things flow smoothly. Interested? Click below to schedule an intro call.

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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!