Inter Vivos, PLLC
(855) 335-1060
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We Are Expanding

You don't have to be an expert to offer trust planning solutions to your clients. But why even try to be one when you can offer expert services to your clients by outsourcing estate planning work to specialists, ensuring that the work is done right and that you look good?

SEE OUR TEAM

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.

Offer Professional Options To Your Clients

Family Plans
Advanced Plans
Specialty Plans
Professional Plans

Let Us Earn Your Client's Trust!

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Practice Areas

Basic Estate Planning
Legacy Planning
Asset Protection Planning
Advanced Tax Planning
Business Planning
Probate/ Estate Admin

Affiliates

WealthCounsel                   
Estate Planning Guru
Legacy Shield

DCS, Inc.

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OFFICES IN UTAH, ARIZONA, CALIFORNIA, COLORADO, FLORIDA, GEORGIA, TEXAS, ILLINOIS, IDAHO & WASHINGTON
Inter Vivos, PLLC (c) 2014