Opportunity
As a successful financial advisor you know that “whoever turns over the most rocks finds the most gold”. Turning over rocks is hard and dirty work. Turning over rocks is what you do best. Turning over rocks is what you do day in and day out. Turning over rocks is what the attorneys will not do. They have always relied on you or someone like you to prospect for them without compensation for your role or skill.
Significant opportunities exist for those advisors who align themselves with legal service providers who know their way around delivering customized estate-planning services to the mass market. Let us help you make every rock you turn over more productive. We know you have numerous estate-planning service providers to choose from – from traditional alignment with local attorneys, to group legal plans of all sizes and assortments and everything in between. We promise to provide quality estate-planning documents at the lowest possible price.
It is about more than just creating state of the art documents however – anyone with a few hundred thousand dollars to invest in IT can create a system that produces quality, customized, estate-planning documents. More importantly, we provide a cost efficient way to deliver on the promise you made (either outright or implied) to assist your clients to maintain and administer their estate plan. Any solution that does not place as much emphasis on the on-going maintenance and termination phases of the estate-planning process as they do to document creation is doing a disservice to you and your clients.
Contact us and see how we can help you and your clients.
Significant opportunities exist for those advisors who align themselves with legal service providers who know their way around delivering customized estate-planning services to the mass market. Let us help you make every rock you turn over more productive. We know you have numerous estate-planning service providers to choose from – from traditional alignment with local attorneys, to group legal plans of all sizes and assortments and everything in between. We promise to provide quality estate-planning documents at the lowest possible price.
It is about more than just creating state of the art documents however – anyone with a few hundred thousand dollars to invest in IT can create a system that produces quality, customized, estate-planning documents. More importantly, we provide a cost efficient way to deliver on the promise you made (either outright or implied) to assist your clients to maintain and administer their estate plan. Any solution that does not place as much emphasis on the on-going maintenance and termination phases of the estate-planning process as they do to document creation is doing a disservice to you and your clients.
Contact us and see how we can help you and your clients.