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Attorneys
Support for Attorneys – A Complementary Service
Attorneys and their paralegals are often tasked with juggling multiple clients and cases, with limited time to manage the ongoing task of tracking obituaries and updates for each of their clients. While they’re focused on forward-facing business and case work, it becomes increasingly difficult to maintain a proactive watch on clients’ estate plans without additional resources.
The Estate Plan Registry offers a complementary solution that can assist both attorneys and their clients by providing a centralized, organized system for clients to manage their documents and stay on top of any changes that may need legal attention. This system helps free up attorneys to focus on forward-facing work, while ensuring that their clients’ estates are monitored and updated in a timely and efficient manner.
A Simple Solution
As an estate planning attorney, you work hard to ensure your clients have well-structured plans in place. But here’s the reality—a significant number of estate plans go undiscovered when they’re needed most. Families are left searching, probate gets delayed, and your clients’ wishes may never be carried out as intended.
That’s where the Estate Plan Registry comes in.
What is the Estate Plan Registry?
It’s a simple, secure service that allows your clients to register that an estate plan exists and where it’s located—without storing any sensitive documents.
Why Attorneys Are Partnering with Us:
Protect Your Clients’ Legacies – Ensure their estate plans are easily found when needed.
Enhance Your Services – Offer this as a value-added feature for your estate planning packages.
Stay Top-of-Mind – Clients and their families know exactly where to return for legal guidance.
Earn More with Bulk Pricing – Exclusive attorney pricing allows seamless client integration.
Click below for our Special Offer for Estate Planning Attorneys