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.
Here’s what you can expect from the new program:
Stronger Client Commitment: Clients will complete a few easy forms and make a payment for their trust during your estate planning discussions. This reduces the risk of delays, cancellations, and no-shows.
Enhanced Client Experience: By guiding your clients through these initial steps, you’ll reinforce your role as their trusted estate planning advisor.
With the Business Partner Assist program, you’ll have an even simpler way to work with us, ensuring that your clients receive personalized service from our experienced estate planning attorneys.
Watch the virtual Town Hall Meeting Replay to learn all the details and see how the Business Partner Assist program can take your client relationships to the next level.
