We have a distinct process for meeting with prospective clients, just as we do for designing their estate plan.
For the past several months we have been mailing a DVD of The Truth About Estate Planning™ and a Welcome Guide to prospective clients before they attend a Get Acquainted Meeting. Clients who watch the video receive perspectives and ideas about estate planning that often they never knew existed.
These videos are now available online on our main web site at http://www.legacyplanningllc.com. To watch the videos (2 parts) navigate to the home page of our site with a web browser, then either click on the play arrow on the face of the video, or the “view in YouTube” button on the lower right of the video.
