When it comes to estate planning, “one size fits all” solutions often fall short of delivering what your clients need. Boilerplate documents may seem convenient, but they come with significant risks that can leave clients exposed to legal and financial liabilities. AmeriEstate’s business partner platform provides a superior and safer alternative for you and your clients.
In today’s gig economy, more people than ever are finding creative ways to supplement their income or pursue their passions. From freelance writing and graphic design to selling handmade goods on online marketplaces, opportunities for starting a side hustle or small business are virtually endless. Whether you’re tech-savvy and dream of launching a software development … Read more
Estate planning is not just about filling out forms, it’s about creating a personalized legacy that reflects your client’s values, wishes, and unique family circumstances. AmeriEstate ensures every client receives a custom-tailored estate plan through consultations with experienced attorneys.
Retirement planning is undergoing significant changes in 2025, and it’s essential for your clients to stay informed to secure their financial future. As a trusted estate planning business partner, sharing this vital information with your clients can enhance your relationship and position you as a key resource in their financial planning journey.
At AmeriEstate, we offer three unique estate planning program options to suit your business goals and your client’s needs.
Growing your estate planning business requires the right tools and strategies to reach viable clients. AmeriEstate’s Estate Planning Toolkit is designed to help you attract and engage clients effectively.
As a valued business partner, your commitment to providing your clients with the best possible solutions is something we deeply appreciate. I wanted to take a moment to discuss a growing trend in the estate planning industry—DIY digital estate plans — and why it’s essential to exercise caution when referring your clients to these services.
Join us in the unveiling our brand-new Business Partner Assist Program! This program is designed to streamline the estate planning process for both you and your clients, ensuring a more seamless and committed experience.
In today’s fast-paced world, where clients demand seamless, efficient services, estate planning professionals have a unique opportunity to provide solutions that address both financial and personal legacies. However, the estate planning process can be complex, requiring careful coordination and attention to detail. That’s where collaboration comes in. For professionals looking to increase their value to clients and grow their revenue, partnering with AmeriEstate’s estate planning experts offers a win-win opportunity.
In this dynamic Town Hall Meeting, we will equip you with practical insights and actionable strategies to identify potential clients who could benefit from estate planning services and effectively engage them in meaningful conversations. Our expert speakers will cover the following key topics:
You'll gain access to industry updates and relevant news that will help you stay informed and up-to-date. Our newsletter also includes marketing materials and educational resources to help you grow your business and stay ahead of the competition. You'll also know about upcoming webinars and training sessions.
