Estate Planning Marketing Improvements: Streamlined First Meetings

Estate Planning

Streamlined First Meetings

Automatically gather and organize the information needed to create the client’s plan.

Impress new planning clients with your efficiency and technology. This AI-powered questionnaire:

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Identifies client concerns so you can address them
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Obtains most of the answers you would request in your initial meeting
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Lists key contact details, relationships, and personal information
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Creates a detailed schedule of assets and liabilities
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Educates new clients so you do not have to repeat the basics
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Speeds the process so you can finish and invoice sooner

Our interactive intake automation simplifies the process of capturing client information, allowing you to focus on client needs rather than the time-consuming task of obtaining answers to the many questions required to create a comprehensive estate plan.

Before your first meeting, our automation learns:

Your estate planning needs and goals

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Why now?
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Chosen heirs
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Primary goals

Your family and relationships

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Relationship status
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Pre or post-nup?
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Children? Grandchildren?
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Prior relationships?
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Other loved ones?

Your assets and liabilities

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Use accountant or advisor?
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Financial situation
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Estimated value of assets and liabilities
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Home and other real estate
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Vehicles
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Financial accounts
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Business interests
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Personal property
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Life insurance and annuities
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Debts

Your gifts and wishes

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Cash gifts
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Charitable donations
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Executors
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Successor trustees
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Guardians

Disability planning

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Agents for durable power of attorney
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Agents for healthcare power of attorney
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Living will choices

Instead of rotely asking the same questions you have posed to dozens of clients, you are able to use your first meeting to:

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Fill in any remaining informational blanks
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Address any special concerns the client has
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Strengthen your new client relationship

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