Our lives have changed. Items once kept in boxes are now stored online, often behind secure login names and passwords. We have more information, in more places, than ever before. Planning providers haven’t kept up, putting clients’ assets at extraordinary risk after disability or death. Achieve a new level of best practices. Become an Estate Map Partner.
With a simple referral, you become an indispensible planning resource to your clients.We start by offering all Estate Map Partners 20% off first-year subscription prices – but it doesn’t stop there. The more you share Estate Map, the higher the discount:
We even offer you opportunities to keep in touch with clients long after they’ve left your office – but in a meaningful way that extends your service offering.
Getting started is simple. And right now, it’s free. Simply contact us to get you your own personalized promo code and you’ll be on your way to giving your clients better peace of mind – at a discount!
Now you can easily offer practical, broad, 21st century solutions to your clients, engaging them in a broader conversation using easy online tools.
Help clients explore a broader planning conversation.
Engage clients in ongoing planning even after they leave your office.
Gain inroads to the next generation by offering next generation tools.
If you want to give your clients improved tools and improved peace of mind, let’s get started! There’s no obligation and no long-term contract. Drop us a line and we’ll get you on your way.