Estate Planning Workshop
This popular and appreciated program partners you with an estate planning attorney to help retirees and near-retirees understand why estate planning encompasses not just wills and trusts, but also the accumulation and preservation of their assets.
Script – Advisor
Good evening/afternoon, everybody. Today we’re going to talk extensively about
Prospects Follow-up Email Template
Dear (PROSPECT), We hope to share with you at your
Confirmation Letter
We have included a confidential information questionnaire for your perusal.
Finding An Attorney To Partner With
Hosting an Estate Planning Workshop is a great way to
