Influx of clients? Too much drafting taking up your valuable time? Allow one of our experienced team members to draft your client’s documents for you! With our worksheets and communication systems, relay the information you need to our backstage support system and review your drafts!
Need help branding our system materials to match your firm? Want to overhaul your website to turn it into a true marketing platform? Perhaps you need project management systems implemented. We can do all of this and more for you with our skilled technology team whose sole focus is estate law!
Our full-time Asset Alignment Coordinators boast years of experience helping clients align their assets with their plans. Once again using communication systems & worksheets to deliver instruction, our funding assistants can help complete this crucial part of your client’s plan, without which their estate plan is incomplete.
*Backstage support offerings are currently only available for Freedom Practice enrollees.*