Your Estate Planning Drafting Software Is Your Best Sales Tool
Your Estate Planning Drafting Software Is Your Best Sales Tool
What if your drafting software could do more than just draft?
Most attorneys focus on legal precision, but clients need clarity. The right software can bridge that gap, offering more solutions, simplifying the decision-making process, and getting you hired more often (at higher fees!).
Join us for a unique session where we shift from the lawyer’s perspective to the client’s perspective, making estate planning decisions easier for consumers while simplifying your workflow.
What You’ll Learn In 1 Hour:
1. Access Multiple Legal Solutions in a Single Platform
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Estate planning & asset protection in one system
Estate planning & asset protection in one system
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Trust solutions all in a single document: IDGT, SLAT, SORT(™), MAPT, IRT, MIT™, FIT®, KIT®, ILIT and more!
Trust solutions all in a single document: IDGT, SLAT, SORT(™), MAPT, IRT, MIT™, FIT®, KIT®, ILIT and more!
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Industry Exclusive Patented Medicaid Eligibility Software: calculating the maximum protection of client assets in the shortest legal timeframe (yes, typically less than 60 months!)
Industry Exclusive Patented Medicaid Eligibility Software: calculating the maximum protection of client assets in the shortest legal timeframe (yes, typically less than 60 months!)
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How to clarify your offerings for both you and your clients (Utilizing EP/AP1/AP2 offerings)
How to clarify your offerings for both you and your clients (Utilizing EP/AP1/AP2 offerings)
2. Simplifying Your Expertise for the Consumer
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How to present legal solutions without overwhelming your clients
How to present legal solutions without overwhelming your clients
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Group vs. individual presentations: why workshop selling works
Group vs. individual presentations: why workshop selling works
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Simple stories = better sales (Do kids fight? The Dollar Story. The Condo Story.)
Simple stories = better sales (Do kids fight? The Dollar Story. The Condo Story.)
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Documents vs. planning: Customization at every step (utilizing client-focused Design Template)
Documents vs. planning: Customization at every step (utilizing client-focused Design Template)
3. Increasing Your Hire Rate
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Industry-standard hire rates vs. LWP attorney hire rates utilizing the EP Assessment(™) and Vision Creator(™)
Industry-standard hire rates vs. LWP attorney hire rates utilizing the EP Assessment(™) and Vision Creator(™)
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The Estate Plan Assessment(™) & Vision Creator(™) helps clients match their wants with your offerings
The Estate Plan Assessment(™) & Vision Creator(™) helps clients match their wants with your offerings
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Asset Risk Analysis: help clients identify exactly how much money can be protected from nursing home costs (protecting even up to 80% after they entered the nursing home) and how quickly assets can be protected for LTC costs (typically 60-80% immediately and the remaining typically far less than 60 months!)
Asset Risk Analysis: help clients identify exactly how much money can be protected from nursing home costs (protecting even up to 80% after they entered the nursing home) and how quickly assets can be protected for LTC costs (typically 60-80% immediately and the remaining typically far less than 60 months!)
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Using your drafting software as a sales tool that leads to easier client conversions
Using your drafting software as a sales tool that leads to easier client conversions
The Shift: From Legal Complexity to Client-Friendly Clarity
Are you spending too much time proving your expertise in long, one-on-one meetings—only for clients to hesitate?
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What if your software could do the talking for you?
What if your software could do the talking for you?
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What if you could guide clients toward the best solutions with less effort?
What if you could guide clients toward the best solutions with less effort?
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What if clients willingly chose your highest-value plans—because they finally understood their options?
What if clients willingly chose your highest-value plans—because they finally understood their options?
This webinar will show you exactly how to turn your drafting software into your best sales tool, so you spend less time explaining and more time closing.
Speaker
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David J. Zumpano Esq.Co-Founder | Lawyers with Purpose
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