Estate planning is relationship business. People procrastinate on wills. Professional networks drive referrals. Plans need regular updates. Automation creates lifetime client relationships.

Overcoming Procrastination

People know they need estate planning but avoid thinking about death. Educational nurturing, life-event triggers, and gentle persistence convert leads who would otherwise never act.

Professional Referral Networks

Financial advisors, accountants, and insurance agents should refer estate planning clients. Systematic nurturing with valuable content and appreciation keeps you top-of-mind.

Lifetime Value Through Updates

Estate plans need updating after life events. Annual review reminders and life-event triggers create recurring revenue from existing clients and strengthen relationships.

Ready to Build Lifetime Relationships?

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