A high touch practice model defined.

Fact-find with a focus on estate planning.

Questions that help trigger the estate planning service offer.

A checklist to help a client prepare personal and  family information for a meeting.

A tool to develop a point of difference by implementing a client service matrix in your practice....

Checklist which helps client set expectation.

Template to help you map your processes.

Template to assist you to develop research processes.

Template for case studies that you can offer clients to demonstrate expertise.

Value Pricing - Base your fees on client perception of the value that you deliver.

Tips and hints to help you develop prospecting strategy.

Client approach meeting template.

Tips to help close.

Estplan Communication guide - A guide to help build empathy with clients.

Financial and Key Performance Indictors discussed (NB: This template is included in the Estplan Practice Manual).

Paper on family meetings.

Checklist to ensure successul implementation of estate planning.

Suggested points to consider when developing an agreement for collaboration.

Administration Manager job specification.

Advertisement template for Administration Manager.

Advertisement template for Practice Manager.