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The Secrets to Implementing a Maintenance Plan That Clients Value

Attorneys know that elder law and estate planning is designed for a snapshot in time. Specific planning strategies are based on the client’s concerns and priorities at the particular time that the client meets with an attorney.

However, life is not static, and those worries change and evolve over time. The answer to making sure clients’ plans evolve with them is establishing regular communication to update or modify their plans. Unfortunately, creating a successful maintenance plan is easier said than done.

Catherine Hammond will discuss the value that her firm’s Legacy Protection Plan maintenance plan provides for her clients.

She will cover:

  • How to help clients understand the importance to a successful plan
  • What services are included
  • How to talk about the next phase of planning after the documents have been signed

Catherine has created a program that allows her office to have an ongoing long-term relationship with her clients and their families. She will share the secrets for implementing a valuable maintenance plan.

SPREAD THE WORD: We are here to help you get the word out about your maintenance program. Schedule a quick intro call with a Practice Solutions Advisor to discuss how we can provide marketing support with LAB Services.

Webinar Recorded: February 3, 2022
Presenter: Catherine Hammond, President, Hammond Law Group P.C. and Jim Wolverton, J.D.
Duration: 44 minutes

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