Add Legal Estate Planning to Your Advisory Services

We are working with a firm that has developed a low-cost, interactive, automated, legal-logic, estate planning tool for financial advisors which will allow you to expand your services as a trusted advisor, without increasing your workload.

The state of your client’s estate plan is critical to your job. This solution provides you better information on the components of your client’s lives which can directly affect their financial status. The ongoing check-ups and analytics will keep you informed on your client’s current situation and needs.

This solution provides an easier way for you to:

• Seamlessly integrate an independent legal service into your financial planning practice. You retain/expand your client control.
• Complete and sign attorney-approved, State-specific, personalized estate planning documents for clients right in your office -- in just 30 minutes.
• Discover all of the assets currently held by your client.
• Stay informed of changes that occur in your clients’ lives to ensure your role as their most trusted advisor.
• Identify, and have a reason to reach out to, key stakeholders in your client’s estate plan – your client’s closest inner circle.
• Guarantee that you are notified immediately upon the death of every client so you can assist with the transfer of wealth from one generation to the next.

To learn more, please contact me. 

Many thanks,

Steve Lamoreaux

Principal

work (203) 539-0120

[email protected]

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