Stand Out In A Crowd
Meet estate planner Lucy Cook.
She has practiced for over 10 years, focusing on estate planning in a major city in the Southeast. Along with her staff of three, she is a sole practitioner. Her main focus is preparing estate planning documents and probate estates. She is one of more than three dozen local attorneys who offer similar services. She reviewed what those other attorneys offer and none of them provide clients with an estate planning portal.
Lucy wants to take her practice to the next level. Her goal is to make her estate planning services unique, and in doing so, offer extraordinary client services. She recently read the book, The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of the Ritz-Carlton Hotel Company by Joseph A. Michelli.
She is determined to adopt processes and procedures that support her efforts to become a top estate planner.
Challenge:
- Limited staff and time
Inheralink® Opportunity:
Inheralink® provided her with a state-of-the-art digital client portal. It enhanced her client services during the planning, implementation, lifetime maintenance, and after death administration of her client’s estate plans.
Lucy joined the Inheralink® community of for a variety of reasons:
The state-of-the-art secure design at a fraction of the cost needed to create her own
The platform’s ability differentiate her from all others in her community
The easy integration into her current estate planning practice
The success manager assigned to her account, training videos, and progress bar guides throughout the service made it easy for her staff to learn the platform
The ease of client use during the initial planning stages of her newly adopted estate planning process with minimal staff involvement
Results:
Lucy’s estate planning practice is growing and has increased the number of new client planning opportunities per month.The client portal supports her desire to stand out in the crowded estate planning market by providing unique services and developing lifelong relationships.