Top Reasons Most Don’t Have an Estate Plan and How to Overcome Concerns
Included in our Business Partner Program are helpful explainer videos. Is this short video, we discuss the top reasons why most people do not have an estate plan created and help address these concerns. We have the answers to help your with your clients biggest concerns.
Business Partner Platform Q&A
With our Business Partner Program, your company now has the opportunity to offer Estate Planning Services to your clients.
We offer three programs, Simply Refer, Refer Plus, and Full Circle. AmeriEstate has an experienced staff and a panel of attorneys and trust advisors who take care of you and your client.
With Estate Planning, You Can:
- Enjoy helping your clients create an estate plan so their assets and family are protected.
- Stop referring your clients to another firm.
- Increase client loyalty and retention through deeper relationships.
- Assist your clients and make it even easier for them to avoid probate