Your clients deserve the effective estate plans that come with regular check ups.
You deserve the recurring revenue from a successful maintenance program.
An effective estate planning maintenance program:
1. Educates your clients on how and when to update their plans.
2. Keeps your clients coming back regularly.
3. Adds consistent recurring revenue to your firm.
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Client Workshops
These introductory courses introduce your clients to the habit of attending annual estate planning workshops so that you get more members every year.
Maintenance Member Workshops
Member workshops develop your client's sophistication with their estate plans which makes their plans more effective creating more satisfied clients.
The Success Path
Download the Success Path now to help you create a clear vision for your membership clients to follow. Who is your most successful client? Turn that person into your success path.
18 years of estate plans.
With over 4,000 clients served, we've tried it all. Learn from our experience.
Let us help you create or boost enrollment in your maintenance program.
BONUS:
Download the Success Path today and we'll give you our program brochure which includes our complete client features and benefits matrix.
See all of the benefits that we offer our members.
Brought to you by the Elder Law industry EXPERTS in Crisis Planning
