Developing and Keeping Business for Estate Planning and Trust Professionals

Date: Tuesday, April 21, 2020
Time: 12:00pm - 1:00pm
Location: Conference Call
Speaker: Cannon Financial Teleconference

Prospective clients often have misunderstandings about estate planning and trust administration services. Among the most common are that their wealth and family dynamics warrant only a “simple” estate plan and that the services of knowledgeable, focused estate planning and trust administration professionals are not necessary. These beliefs may lead a prospective client to engage parties lacking necessary expertise or to create a do-it-yourself estate plan with inappropriate dispositive and fiduciary appointment provisions. In marketing our services, the following topics to be addressed in this teleconference should be considered: 

  • Educating Clients and Prospective Clients on the Importance of Sophisticated Estate Planning and Trust Services and the Breadth of Services Offered
  • Alternative Fee Arrangements
  • Utilizing Changes in the Law as Marketing Opportunities
  • Periodic Reviews or Follow-Ups with Clients Concerning Trust Administration and Updating Estate Plans
Related Document(s):

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