Estate Planning
Client Legacy Videos
Visibly lift the value of your offer by providing these tailored videos that instruct and comfort heirs.
Provide a valued benefit that your competitors do not – include a legacy video with each new plan.
We handle everything; all you need to do is give us contact information for the clients who wish to create legacy videos and we take care of the rest:
  • N
    Calendar the live remote shoot
  • N
    Provide the needed equipment
  • N
    Coach the subject through the shoot
  • N
    Add captions and any requested slides
We then give you the resulting video so that you receive the enthusiastic thank you when you forward it to the client.
Because client legacy videos are confidential client creations, we cannot share any examples. But know that we have been remotely shooting legal videos for years, and understand common testator concerns like these:
  • I
    “Above all, I don’t want my family fighting over my estate. I want my intentions to be crystal clear.”
  • I
    “It is important to me that my business continue with minimal disruption from my passing.”
  • I
    “I don’t want my spouse to have to reduce their standard of living after I am gone.”
  • I
    “I am concerned about the spending habits of one of my children, and worry about them squandering their inheritance.”
  • I
    “The spouse of my youngest child is trouble. I want to protect my estate from him.”
  • I
    “My middle daughter is disabled. I need to provide her a steady income for life.”
  • I
    “If I am incapacitated, I don’t want to become a burden for my family.”
  • I
    “I feel strongly that my long-time favorite charity share in my estate.”
  • I
    “I want my heirs to know that I did everything I could think of to make the transfer of my estate as straightforward and efficient as possible.”
  • I
    “Above all, I don’t want my family fighting over my estate. I want my intentions to be crystal clear.”
  • I
    “It is important to me that my business continue with minimal disruption from my passing.”
  • I
    “I don’t want my spouse to have to reduce their standard of living after I am gone.”
  • I
    “I am concerned about the spending habits of one of my children, and worry about them squandering their inheritance.”
  • I
    “The spouse of my youngest child is trouble. I want to protect my estate from him.”
  • I
    “My middle daughter is disabled. I need to provide her a steady income for life.”
  • I
    “If I am incapacitated, I don’t want to become a burden for my family.”
  • I
    “I feel strongly that my long-time favorite charity share in my estate.”
  • I
    “I want my heirs to know that I did everything I could think of to make the transfer of my estate as straightforward and efficient as possible.”
Back to Marketing Improvements