Documents
Documents Include:
We prepare estate planning documents using our exclusive proprietary software, which we can customize to use specific language developed by you. (Or you can choose to use some (or all) of our language.) We can translate the documents into most languages.
Revocable living trusts
Testamentary trusts
Irrevocable trusts
Special needs trusts
Pet trusts
Estate tax minimization trusts
Wills
Certificates of trust
Advance health care directives
Trust amendment forms
Powers of attorney
Deeds
Trustee checklists
Trustee handbook
Marketing
We help you identify existing and prospective clients who need your estate planning services. We will create and implement a professional marketing plan using your brand or logo to help your business grow quickly. We know that this kind of marketing gives clients and prospects the motivation to begin the planning process. And we help you coach them through the predictable impasses that keep 78% of people from completing a comprehensive plan.
Your virtual back office
Much of the time involved in coaching a client through the planning process does not require legal advice. Our experienced paralegals can save you and your support staff a great deal of time by gathering all of the relevant information, listening to the client’s concerns, answering basic questions, and providing support for clients dealing with uncomfortable emotions. Our paralegals know what constitutes legal advice and will refer all of those questions to you, working seamlessly with you as part of your team.
HOW WE CAN HELP:
We help with re-titling assets and coordinating beneficiary designations. We confirm that all asset transfers are complete.
We offer resources and support to help clients make decisions regarding end-of-life health care.
In emergencies, we can prepare documents within 24 hours.
We contact clients yearly reminding them to make changes and assist when needed (at no additional cost).
You and your clients have access to Basecamp’s cloud-based storage where documents are posted and where you and your clients can view and download documents. Basecamp tracks clients’ progress and automatically notifies you with updates.
Additional Services
You may use our online demonstration of estate planning documents at paralegalx.com
On that same site is an online questionnaire, which you can use to gather client information. Once we have your permission to contact your clients, we will talk with them to within 24 hours to explain the process. We will send documents as frequently as the client requests, staying in touch with them throughout the process to help them overcome any psychological impasses preventing them from completing their planning. The final email asks the client to answer “Yes” if the documents are approved, at which point we will either send the Estate Planning Binder to you for delivery to the client or, if you prefer, we will send the Estate Planning Binder directly to the client. If we send the Binder directly to the client, we will, at your request, follow up with the client either via phone or video conferencing.
We know you will value our services. So . . .
We don't ask you for any commitments, and you don’t pay us until you get paid.