Estate planners and Other Trusted Advisors In Our Networks: Who are your ideal clients & referral partners?

Estate planners and Other Trusted Advisors In Our Networks: Who are your ideal clients & referral partners?

We are frequently asked who we would recommend for estate planning, wealth management and many other professionals. We are building out a matching system to ensure goodness of fit and introductions that can add value immediately. We would love to ask you a few questions so that we can send ideal clients and referral partners your way.
Name*

First NameLast Name
Let us know your profession*

Estate Planning AttorneyWealth ManagerFiduciaryAttorneyOther
Name of Law Firm or Company *
Email*
example@example.com
Please provide us with your website
Do you want to review any referrals before we make any introductions or send them to your website?*

Yes, please provide me with some information so that I can approve the referralNo, if you think that they are a good fit, go ahead and send them my wayOther
What is the best way to introduce potential clients and referral partners to you?*

Provide them with my website so that they can contact me directlyIntroduce us through emailIntroduce us though LinkedInIntroduce us through InstagramOther
How many states do you provide services in?*

12345NationwideOther
Your States and City
Second State and City
Third State and City
Fourth State and City
Fifth State and City
Are there particular clients who are a good match for you?*

Young professionalsSenior citizensParentsPet parentsLGBTQIA+High net worth individualsMultiple state property ownersOther
Specialty Services I Offer

Trust AdministrationTrust funding (outside of real estate)Special Needs TrustsMedi-Cal/Medicaid planningElder LawProbateOther
Starting cost for your services*

< $3,000 for a single person$3,000 to $4,000 for a single person$4,000 to $4,500 for a single person$4,500 to $5,000 for a single person$5,000 to $5,500 for a single person$5,500 plus for a single personI have a sliding scale depending on the financial situation of the client
Specialty services hourly rate
What size of estate or client net worth is a good fit for you?

< $500k$500k to $1 Million$1M to $5M$5M to $10M$10M to $20M$20M to $50MOver $50MN/AOther
Do you provide will-based plans and trust-based plans?

Will-based plans onlyTrust-based plans onlyBothN/A
How would you prefer to meet with your clients?*

OnlineIn my office onlyTheir homeOnline and in my officeIn their home and in my officeOnline and in their homeAll threeOther
How would you prefer to meet with your clients? (check all the apply)

OnlineIn my officeTheir homeOther locations as neededOther
Do you work with clients who live outside the US?

YesNo
How do you handle you the signing and notarization of the documents?*

I notarize the documents or I have staff in officeMy clients find their own notariesI work with The Best Notary so I can focus on law and let them handle the signings and all related logisticsI have local notaries in the area who I refer my clients toN/AOther
How do you feel about Remote Online Notarization (RON)?

Very comfortable with it and have used it beforeCurious to learn more about it but have not tried itI may be open to it once notaries in my home state are authorized to do RONI have concerns about completing signings this wayI am not sure if my clients would be open to itN/AOther
Do you provide binders for your clients?

I always provide a binderI provide a simple portfolioIt depends on what the client wantsN/AOther
How do you handle deeds and other documents that need to be recorded?

I outsource or I'm looking to outsource deed preparation (in/out of state)I record the deeds and other documents myself or its done in-houseTBN handles all of my document recording so that I don't have to worry about itI have a company that handles my document recordingsI would like to outsource document recordingI give my clients instructions on how to get documents recorded and have them do it themselvesN/AOther
One of our partners: David Park
We like to showcase our partners on LinkedIn and other platforms like we have above with David Park.

We work with incredible Estate Planning attorneys and we want to do whatever we can to make them look good and grow their business.

We would love to showcase you!
Would you be open to making a video so that we can showcase you and your practice?

No, I don't want to make a videoYes! I would love to share what I do with your audience!
Who is not a good client for you?
Anything else we should know about who is a good fit?
Are you looking to meet other professionals and would like an introduction?*

Estate Planning AttorneysDivorce AttorneysFamily Law AttorneysWealth ManagersFiduciariesNo, not currently looking for any introductionOther
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