THE FREEDOM PRACTICE WHITEPAPER SERVICE
TURN KNOWLEDGE INTO REVENUE.
Deliver clear, branded estate planning insights with our quarterly whitepapers, customized to your firm’s look and feel. Each whitepaper not only informs clients and prospects but also serves as a valuable revenue generator, positioning you as a trusted advisor and opening the door to deeper client conversations and loyalty. Let us handle the legwork, so you spend less time explaining and more time connecting
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What are whitepapers?
Whitepapers are expertly crafted educational guides designed to introduce your clients to essential services—even those they may not yet realize they need.
These aren’t basic documents dropped onto letterhead; they’re fully designed info pieces featuring compelling graphics and straightforward content that’s easy for clients to understand.
Created by a Board-Certified attorney with over 35 years of estate planning experience, author of several books and professional articles, and serving on Trusts & Estates Magazine’s editorial advisory board, each whitepaper blends expertise with simplicity.
But the best part? Each is branded with your firm, so the message appears to come directly from you, reinforcing your role as their go-to advisor.
How it Works:
- Select from two expertly crafted whitepapers each quarter
-
Both are authored by a Board-Certified attorney
and Trusts & Estates Magazine editorial board member.
- We custom brand your selection to your firm every quarter
- We handle full-service printing and mailing
- You receive a PDF for email distribution
- Access an instructional video detailing the legal, tax strategies, and revenue potential*
*Additional, nominal fee extra
GET STARTED
WHITEPAPER SUBSCRIPTION
$2500
ANNUALLY
- Branded to YOU and YOUR Law Firm
- HUGE Revenue Generators
- One EACH Quarter
- NO EFFORT on YOUR PART
KEY FEATURES:
- ✓ Client Ready Whitepapers – Expertly written in layman’s language on topics your clients care about!
- ✓ Branded to YOU and YOUR Law Firm – Each whitepaper is tailored and carries your firm’s branding, boosting your credibility.
- ✓ HUGE Revenue Generators – These whitepapers generate hundreds of thousands of dollars for our law firm. They’ll do the same for yours!
Whitepaper Training
Video Series
$250
About this add-on
Maximize the impact of your whitepapers with our exclusive Whitepaper Training Video Series.
This add-on provides step-by-step guidance to help your team seamlessly integrate and utilize each whitepaper for maximum client engagement and business growth.
What’s Included:
✓ Process Overview
Tailored training videos that walk your team through both front-stage and back-stage processes, ensuring seamless implementation and enhanced client interaction.
✓ Client Engagement Tips
Best practices on how to present and distribute your whitepapers to prospects and centers of influence.
✓ Implementation Strategies
Easy-to-follow methods for incorporating whitepapers into your firm’s workflow to boost visibility and credibility.
With this training, your team will feel confident and prepared to make the most out of every whitepaper we deliver.
Maximize the impact of your whitepapers with our exclusive Whitepaper Training Video Series.
This add-on provides step-by-step guidance to help your team seamlessly integrate and utilize each whitepaper for maximum client engagement and business growth.
What’s Included:
- ✓ Process Overview
Tailored training videos that walk your team through both front-stage and back-stage processes, ensuring seamless implementation and enhanced client interaction. - ✓ Client Engagement Tips
Best practices on how to present and distribute your whitepapers to prospects and centers of influence. - ✓ Implementation Strategies
- Easy-to-follow methods for incorporating whitepapers into your firm’s workflow to boost visibility and credibility.
With this training, your team will feel confident and prepared to make the most out of every whitepaper we deliver.
CONTACT
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