From Documents to Dollars: Monetizing Your Estate Planning Software

Estate planners listen up! 99.98% of your potential clients don’t need complex tax strategies — they simply need everyday estate planning. But here’s the catch: while you focus on the elite few, you’re missing out on the vast majority of individuals who need your services and can pay for them.

While you’re trying to serve the 0.02%, the 99.98% of clients who need asset protection and Medicaid planning are being underserved. Estate planning for these clients doesn’t have to be complex. In fact, most attorneys are overwhelmed by the notion of Medicaid eligibility and asset protection, assuming it requires specialized tax or business law knowledge — but it doesn’t.

Every day, you’re missing out on a larger client base, struggling to simplify your process while letting the right opportunities slip away. Worse yet, you’re possibly overcomplicating your workflows, making it harder to serve your clients efficiently, and wasting time on complex systems that don’t yield the rewards they should.