A Streamlined Partnership for Your Firm
Integrating estate planning and probate services into your practice can provide tremendous value to your clients and create new revenue streams. Here’s how our collaboration can work.
Why Partner with Family Wealth Law LLC?
Bilingual Support
We offer estate planning services in both English and Spanish, allowing you to cater to a broader client base.
Direct Access
Clients receive a direct phone number to reach me, ensuring they have easy access to support and guidance throughout the process.
stateWide reach
Our Zoom consultations are available throughout Florida, offering flexibility and convenience for your clients.
Expertise and Empathy
With a Bachelor’s degree in Psychology, I bring an empathetic and approachable demeanor to every client interaction. I excel at breaking down complex legal concepts into simple, easy to understand information, making the estate planning process as clear and comfortable as possible.
Flat fee structure
We operate on a flat fee basis for all estate planning and summary probate services, so clients know exactly what to expect without any hourly charges.
free Resources for your clients
We have a variety of valuable resources available to our leads and referral partners to bring value to their leads and clients. We provide you with free guides in English and Spanish that address frequently asked questions on estate planning, special needs planning, and the probate system in Florida among other more specialized topics. These resources can help you better serve your clients and enhance your knowledge base.
What do we do?
Client meetings and communication
All our meetings are done via Zoom and our communication is done through client management software portal to assure client information privacy and effective communication. Clients also get my personal direct phone number so they are able to have direct access to the attorney without gatekeepers and long waits for answers to their questions.
Comprehensive Estate Plan Drafting
We handle the complete drafting of estate plans, including wills, trusts, and other essential documents, ensuring thorough, legally sound, and personalized plans.
What do you do?
Client Pre-Qualification
You prequalify clients to ensure they are appropriate candidates for estate planning services, which helps us to deliver a streamlined process.
Signing Ceremony
You manage the signing ceremony with a notary and witnesses, maintaining client relationships and providing a personal touch. You can do this in person at your office or you can simply coordinate with a mobile notary to go to the clients’ home or preferred location.
What is in it for you?
Shared Fees and Increased Revenue
Leveraging your existent leads and client base
Expansion into a new legal service
Partnering with Family Wealth Law LLC allows you to offer estate planning and probate services while earning a co-counsel fee for pre qualifying clients and conducting the signing ceremony. This collaboration enhances your service offerings and generates additional revenue for your practice.
Interested in learning more? Let’s discuss how we can work together to provide top notch estate planning services to your clients.
Schedule a call or Zoom meeting to take the next step and chat in more detail.