Chartered Legacy Advocate

Legacy planning can help with client retention and grow your business. It allows families to preserve history and values while offering support to the surviving spouse.

The Formula for Success as an Estate Planning Attorney

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Find and Acquire Clients willing to develop their Estate Plan

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Counsel Clients on their Legacy – Their Wealth and Wisdom

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Build Relations with Extended Family for Referrals

Benefits of Legacy Planning for your Practice

Keys to Success

The keys to success for estate planning attorneys are acquiring clients ready to do their estate planning and offering them ongoing services, such as legacy planning.

Legacy Planning reinforces generational bonds and provides greater continuity, and clarity of the family’s values.

Legacy planning works best when a family is guided by a trusted advisor.  An estate planning attorney can serve that role and charge fees for legacy planning services.

Why do Legacy Planning

Earn new revenues by providing intergenerational legacy planning services.

Develop meaningful and ongoing client relationships by engaging the extended family in legacy planning.

Legacy planning is not a one-time exercise.  It should be updated as the client reflects and builds their legacy.

This makes it more likely the children will ask you to assist with the settlement of the estate.

Let's chat - Why Legacy Planning Benefits your Practice

Reduce Failures in Wealth Transfer

Whether it’s incredible efforts in estate planning or minimal efforts, research indicates 90% of wealth transfer fails by the third generation.

Establishing a family legacy is foundational to building the family mission, values, and identity that reduces failures in wealth transfer.

Chartered Legacy Advocate

With our Chartered Legacy Advocate program, we’ve created an innovative way for estate planning attorneys to earn new revenue by providing intergenerational legacy planning.

Our program shows you how to incorporate this service into your business.

Become A Chartered Legacy AdvocateLet's Discuss
Enhance Public Image
Increase Quality and Number of Referrals
Retain more clients through generational transitions
Offer clients a Legacy Video Memoir that strengthens their will and reduces the likelihood of disputes.

Legacy Planning Can

Legacy Planning reinforces generational bonds and provides greater continuity and clarity of the family’s values. It ensures the efficacy of both the Financial and Estate Plans. 

Increase Quality and Number of Referrals
Enhance Public Image
Retain more clients through generational transitions
Become A Chartered Legacy Advocate