Attorneys

Your Clients Need This Planning... Can You Offer It To Them?

The legal landscape is becoming more and more polarized as consumers pursue DIY options from outside businesses entering the legal arena and specialists cling to what they know in order to justify their value in an evolving marketplace. Despite the immense need for estate planning services, many consumers are sold a false sense of security when they buy template form trust plans from general practitioners offering estate planning as an add on. What these clients really need is a plan personalized for them and their situation. Rather than send those clients away, now you can offer it to them.
The Inter Vivos model offers attorneys back office and co-counsel options to produce quality plans without the need to specialize in a foreign practice area. By partnering with experienced estate planning practitioners, you can offer expert solutions to your clients with confidence that the plan you will deliver was drafted by a specialist. This means you can meet client expectations, increase revenues, and lower malpractice liability all at the same time.