Above the Clouds

Get Out The Gate Fast
Follow these 5 steps

First things first.  I need to know your goals and what you need to accomplish with this business.  Please fill out this goals form ASAP:

Next please sign up for our special email blast list for estate planning stuff only:

Get started with your notary training and pass the test ($130):

 

Here is a good overview of the estate planning process

The Estate Planning Process
The Estate Planning Process Overview
Who To Contract With For Estate Planning

Weekly Zoom Training - Tuesdays at 11 am Eastern


Training Documents

Example of a Rack Card:  click here

Trust Procedures Step by Step: click here

Entering a Trust:  click here

The first email and attachments to the client to prep them for the initial intake meeting

Get the software license (you have the choice of paying the annual amount of $495 or you can choose the monthly option for $49.50/mo)

Marketing Materials - Fillable PDF's

The First Meeting
The Second Meeting
Part 1 - Notarizing the Estate Plan
Part 2 - Getting Referrals
Part 3 - Funding the Trust
Part 4 - FInding the Insurance Sales Opportunities
Part 5 - Uploading The Docs Into Their Vault
Final Wrap Up Q&A
Booking Current Clients and Warm Market

Final Things to Do

When you are ready to run leads make sure you do this:

1) Put yourself on Alex Abuyuan's calendar to put a schedule and game plan together:  click here

2) If you want to start getting $20 estate plan leads go to this website: click here

3) To learn other marketing ideas go to the additional estate planning training resources (please bookmark this page):  click here