I have been executor to 5 estates. I would have loved to been given the information that the app
provides. I think my generation (70s) want to make it much easier for our busy working children.
Janet S., — App User
This is Amanda. She's your existing client and also your best source for new business.
She refers you to her friends and family
And comes back to you for updating her estate plan.
As the years pass, you try to keep contact with her thru e-mails and letters.
But, with emails and letters you have no guarantee that she even opens your messages.
Indeed, studies show that 40% of your clients miss your messages.
When you fail to keep your clients engaged, you lose referrals as clients
And for clients that you do engage, you give them business cards to share your info. But, do you carry
other people's business cards? Then why do you expect your clients to?
So, how many clients are you losing?
Lost new clients that don't require seminars
and don't require taking financial advisors to lunch.
Times Have Changed
The Estate Attorney App gets you more referrals by:
keeping your clients engaged
making it simple for clients to share your info
and providing your clients with a powerful estate planning tool.
The App automatically displays a once a year notification on your client's phone reminding them
of you. Studies show that 90% of customers view mobile messages.
The App makes sharing your info a simple button push. Now, your info is always with your
The App includes a powerful tool that empowers your
clients to easily generate their personal property
memo. Clients add items, select
recipients, add photos and the App generates a printable memo in seconds.
The biggest dispute amongst family members is often over personal property. Yet, you hand your clients a
blank sheet of paper to fill out. It's no wonder that less than 30% of clients complete their memo.
Ready to see if your practice is a good fit for the Estate Attorney App? Contact us to schedule a