The Estate Planning Solution Built for Financial Planners
Elevate your Service Offering with Trust Design Center
The Big Problem with your Current Business Model
What do you say to your clients who ask about estate planning?
Maybe you hand them a lawyer’s business card or tell them to use an online service such as www.legalzoom.com. Or worse, you use an online service where you provide the estate planning documents directly to the client.
These three approaches seriously jeopardize the growth of your business – and here’s why:
- Online services produce standard form documents not customized to your client’s specific circumstances; these estate plans fail when tested.
- Associating your business with standard form planning cheapens your own services.
You might be thinking “But I don’t talk about estate planning with my clients.” This is a problem, too. If you don’t talk about estate planning with your clients, someone else will. Someone else who will refer your clients to another financial planner.
Use the Proven Growth Strategy of Multi-million Dollar Producers
It’s no secret that estate planning is a main growth strategy of major financial planning firms. Just take a look at how major players such as J.P. Morgan and Morgan Stanley position themselves as the guide for their clients’ estate planning needs.
These firms know that estate planning is part of the holistic approach to financial planning. They know that in order to provide a complete wealth planning strategy to their clients, they need a trusted attorney partner to handle the legal side of things.
That’s our purpose; to give financial planners just like you a way to use estate planning to grow your business and make more money.
Technology Sets Us Apart
Believe it or not, many attorneys are still using a standard form and simply filling in the name and address for each client – not us.
We work exclusively with WealthCounsel attorneys to bring personalized, high quality estate planning services to your clients. WealthCounsel software empowers our attorneys to customize the language in each estate plan to be specific to your client’s needs and current with today’s laws and cutting-edge techniques.