INSTANT DOWNLOAD:”Sign & Deliver Your Clients’ Estate Planning Documents”

Are You Giving Your Clients
Their Estate Planning Documents
at Their Signing Meeting?

If Not, You Definitely Should Tune Into This Presentation!

If you are having your clients come back to the office a few weeks following their signing to pick up their estate planning binders or if you’re spending even one dime on shipping costs to send out their binders to them days or weeks (or months!) after they sign, then you could use a better system for delivering your clients their estate planning documents.

The day your clients come into your office to sign their estate plan is the peak moment of their happiness, so why wouldn’t you want to be able to hand over to them their documents right there?  Well, despite what you may think or be told, it’s possible!

Tune into this very practical presentation with Practice Success Coach, Kristina Schneider, entitled, “How to Efficiently Sign & Deliver Your Clients’ Estate Planning Documents”.

In this 40-minute presentation, Kristina will cover the following:

• An overview of your entire client service process and what a client experiences working with your firm from the moment they contact your firm to inquire about your services
• The 6 best practices for the estate plan document signing

• Two of the most common time wasters that will stall the client service process and delivering your clients documents
• Why an attorney should be conducting the signing meeting with the clients every single time

• The steps needed to prepare the final books for clients following their execution of the documents within a few minutes
• How to utilize the signing meetings and delivery of the final documents to clients as a marketing opportunity to generate more business for your firm!

Your purchase includes an instantly downloadable video and audio presentation, plus PDF handout materials.  You get all of this and more for your office for just $199.  A PDF transcript is available as an add-on for an additional fee.