{"id":40238,"date":"2022-06-29T10:00:00","date_gmt":"2022-06-29T17:00:00","guid":{"rendered":"https:\/\/ameriestate.com\/?p=40238"},"modified":"2023-11-02T23:51:41","modified_gmt":"2023-11-03T06:51:41","slug":"how-becoming-an-ameriestate-business-partner-lets-you-provide-your-clients-with-the-estate-planning-services-they-need","status":"publish","type":"post","link":"https:\/\/ameriestate.biz\/how-becoming-an-ameriestate-business-partner-lets-you-provide-your-clients-with-the-estate-planning-services-they-need\/","title":{"rendered":"How Becoming an AmeriEstate Business Partner Lets You Provide Your Clients with the Estate Planning Services They Need"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/ameriestate.com\/wp-content\/uploads\/2022\/06\/How-Becoming-an-AmeriEstate-Business-Partner-Lets-You-Provide-Your-Clients-with-the-Estate-Planning-Services-They-Need-AmeriEstate-Legal-Plan.jpg\" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/ameriestate.com\/wp-content\/uploads\/2022\/06\/How-Becoming-an-AmeriEstate-Business-Partner-Lets-You-Provide-Your-Clients-with-the-Estate-Planning-Services-They-Need-AmeriEstate-Legal-Plan-1024x683.jpg\" alt=\"AmeriEstate Professionals Engaging in a Handshake Partnership Discussion\" class=\"wp-image-40239\"\/><\/a><\/figure><\/div>\n\n\n<p>It\u2019s a fundamental truth that most people need an estate plan, especially if they are high-income and high-net-worth individuals. However, <a href=\"https:\/\/www.cnbc.com\/2022\/04\/11\/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html\" rel=\"nofollow noopener\" target=\"_blank\">67% of Americans don\u2019t have an estate plan.<\/a><\/p>\n\n\n\n<p>According to a recent survey, the most common reasons people do not have an estate plan consist of the following:<\/p>\n\n\n\n<ul>\n<li>40% said they simply haven\u2019t gotten around to it.<\/li>\n\n\n\n<li>33% said they don\u2019t have enough assets to warrant an estate plan.<\/li>\n\n\n\n<li>13% said the estate planning process is too expensive.<\/li>\n\n\n\n<li>12% said they don\u2019t know how to go about getting a will.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Who We Are<\/h2>\n\n\n\n<p>AmeriEstate is a nationwide network of attorneys and other estate planning professionals. Estate planning is all we do, and we\u2019ve been successfully doing it since 1998. In fact, we\u2019ve already helped over 40,000 American families establish and maintain the personalized estate plans they want and need.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What We Do<\/h2>\n\n\n\n<p>We are fully qualified and prepared to handle all aspects of estate planning, including the following:<\/p>\n\n\n\n<ul>\n<li>Preparation of wills and trusts<\/li>\n\n\n\n<li>Trust settlements<\/li>\n\n\n\n<li>Probate and capital gains tax avoidance<\/li>\n\n\n\n<li>Business formation<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Reasons to Become Our Partner<\/h2>\n\n\n\n<p>If you would like to help your clients with their estate planning journey, you should consider teaming up with us. When you become an AmeriEstate Business Partner, you become part of our network and we become your estate planning \u201cback office.\u201d It goes without saying that this benefits your clients tremendously, and it also benefits you greatly in the following ways:<\/p>\n\n\n\n<ul>\n<li>Helps you generate new clients and therefore grow your business<\/li>\n\n\n\n<li>Helps you build strong and lasting client relationships<\/li>\n\n\n\n<li>Adds value to the existing professional services you offer<\/li>\n\n\n\n<li>Gives you the satisfaction of knowing that you\u2019re providing a vital service to your clients<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Partnership Levels<\/h2>\n\n\n\n<p>We offer the following three partnership platforms:<\/p>\n\n\n\n<ul>\n<li>Simply Refer \u2013 Discuss estate planning with your clients and send us their contact information.<\/li>\n\n\n\n<li>Refer Plus \u2013 Help your clients pre-qualify for AmeriEstate\u2019s services.<\/li>\n\n\n\n<li>Full Circle \u2013 Commit to producing a certain volume of new trust cases each month, and be more hands-on technologically<\/li>\n<\/ul>\n\n\n\n<p>Which one you choose depends on the amount of estate planning involvement you want to undertake on behalf of your clients. You can find a full description of all three platforms <a href=\"https:\/\/ameriestate.com\/ameriestate-partner-program\/understanding-ameriestates-3-business-partner-platforms\/\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AmeriEstate Support<\/h2>\n\n\n\n<p>Whichever partnership platform you choose, you can rest assured that AmeriEstate will support you all the way. Some of the ways in which we do this include providing you with the following:<\/p>\n\n\n\n<ul>\n<li>Free AmeriEstate newsletter<\/li>\n\n\n\n<li>Free Strategic Marketing Toolkit<\/li>\n\n\n\n<li>Free flyer and email templates<\/li>\n\n\n\n<li>Free PowerPoint presentations for you to share with your clients<\/li>\n\n\n\n<li>Free customizable literature and handouts<\/li>\n\n\n\n<li>Ongoing automated reports and alerts<\/li>\n\n\n\n<li>Ongoing educational webinars<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to Get Started<\/h2>\n\n\n\n<p>If all of this sounds good to you, begin the process of becoming an AmeriEstate Business Partner today and <a href=\"https:\/\/ameriestate.com\/contact-us\/\" rel=\"nofollow noopener\" target=\"_blank\">contact us.<\/a> Ask to speak with John Knickerbocker, our Senior Manager of Business Development. He will be glad to answer all your questions and start you on your way to growing your business by means of offering estate planning services to your clients.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s a fundamental truth that most people need an estate plan, especially if they are high-income and high-net-worth individuals. However, 67% of Americans don\u2019t have an estate plan.<\/p>\n","protected":false},"author":1,"featured_media":46023,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_piecal_is_event":false,"_piecal_start_date":"","_piecal_end_date":"","_piecal_is_allday":false,"inline_featured_image":false,"footnotes":""},"categories":[5],"tags":[6,12,13,8],"acf":[],"_links":{"self":[{"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/posts\/40238"}],"collection":[{"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/comments?post=40238"}],"version-history":[{"count":3,"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/posts\/40238\/revisions"}],"predecessor-version":[{"id":47913,"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/posts\/40238\/revisions\/47913"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/media\/46023"}],"wp:attachment":[{"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/media?parent=40238"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/categories?post=40238"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ameriestate.biz\/wp-json\/wp\/v2\/tags?post=40238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}