Estate Planning System

W. Kendall Brown
AV rated for over 30 years

The goal is simple:

Streamline the process of converting a theoretical financial estate plan into a reality by conveniently providing your clients with quality documents in a timely manner for a reasonable cost.

State-of-the-art technology helps you gather information and the law firm of Brown and Associates continues your services by creating documents which are delivered to you through a secure web delivery system.

Only 3 steps are required:

Step 1	Step 2	Step 3
You Meet With Client Gather Information Using DPS Create Diagram Send Information To Attorney	Attorney Creates Documents Using Information Gathered Calls Client To Confirm Plan Sends Documents To You	You Meet With Client Explain Plan To Client Client Signs Documents

Technology allows complete data privacy while ensuring client follow-through and holding costs low. The following table shows the charges generated for various services and the party who will take financial responsibility for those costs:

Costs And Benefits

Document	Cost	Who Pays
Will	$50	Client
Revocable Trust	$50	Client
Irrevocable Trust	$50	Client
Powers Of Attorney	$10	Client
Use Of Estate Planning System	$50	You
Optional Costs
Use Of Estate Planning Client Book System	$50 per month	You
Client Phone Call >15 minutes	$300/hour	Client

Try a demo of the estate planning system today

Use Estate Planning System Demo See how easy it is to collect client information	Use System
Use Estate Planning Client Book Demo See how easy is it to receive documents	Use System

RESOURCES

Estate Planning Tutorials	View
Detailed procedures for your use of system on web	View
Client input sheets	View
Sample email relating to diagrams sent to client	View