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As a Financial Planner, you are a trusted advisor to your clients in the areas of finances, investments and taxes. You may also discuss with your clients the need to have professionally prepared estate plans; however, until now, you may have had to advise your clients to personally seek out the services of an attorney to prepare the estate plan. | |
Now, by participating in a revolutionary new service through your Harvest-Time.net software, you can assist your clients in acquiring high quality, low cost, professionally prepared estate plans called Express Estate Plans® and receive compensation for it. |
An Express Estate Plan® is for individuals who have decided that they want a simple, professionally prepared, personalized estate plan. By using the power of the Internet, an Express Estate Plan® can be prepared and delivered to a client quickly (usually within 7 days) and inexpensively. Unlike computer programs, paralegal driven trust-mills, or legal forms companies, an Express Estate Plan® is prepared by licensed Estate Planning Attorneys.
You can assist with both Express Trust Plans, which are designed to avoid probate, and Express Will Plans designed to distribute an estate through probate. Both plans also include Powers of Attorney and Health Care Powers of Attorney, all in a beautiful binder.
By becoming an Authorized Facilitator, you will enjoy several benefits from assisting your clients in acquiring professionally prepared Express Estate Plans®.
- Receive payment for your assistance in gathering and forwarding necessary information.
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- Earn additional revenue through funding Express Trust Plans.
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- Attract additional high net worth clients by providing this unique value-added service.
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- Create opportunities to bring more assets under your management.
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- Develop relationships with heirs and create multi-generational asset management.
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- Maintain control of the relationship with your client.
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Watch this page of our web site for notification of when you may download a new version of Harvest-Time.net that includes a link to the Express Estate Plans web site for Harvest-Time.net subscribers.
In the meantime, contact support@harvest-time.net with questions or comments.
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