The One-Hour Estate Planning Consultation That Closes the Deal

This program teaches attorneys to conduct estate planning consultations using an interactive on-screen template that guides conversation and captures responses in real time. Clients leave with a four-page outline: (1) Essential People/Entities; (2) Assets; (3) Fiduciaries; (4) Distributions.  

The engagement agreement is signed, and the retainer is paid during the initial meeting. This proven method has converted over 10,000 prospects into retained clients.

Learning Objectives: 

1. Use an interactive template to guide natural conversation while documenting client information in real time
2. Generate a four-page outline during a one-hour consultation
3. Convert prospects to retained clients with signed agreements and paid retainers in the first meeting