This is an example of how an Estate Planner could engage with new enquiries to take them through an assessment process. This enables Estate Planners to have a clear indication of a clients expected needs ahead of an initial consultation. It is not designed to replace you, but save time in the early stages of enquiry. It helps to turn a simple Will enquiry into something more comprehensive.
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This is designed to sit within your website to help educate and engage with new business.
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Please feel free to use the demo system below to generate an assessment and email the results to yourself so that you can see an example of how we can present your business to your marketplace.
All artwork and content is bespoke to your firm, the version below currently features fictitious content for demonstration purposes only.