Trusts & Estates

read
Trusts & Estates

There’s No Place Like Home: Follow the Yellow Brick Road to a Better Estate Plan

By: Stephanie N. Prestridge, J.D.

Stephanie N. Prestridge explains that because of personal hardship she watched her grandparents face, she made a commitment to change the estate planning process for her clients by meeting with them in their homes. The idea behind this concept was to better serve the needs of her clients by making the estate planning process more convenient for them. The result has been greatly enhanced personal relationships, a significant increase in the number of holiday cards she receives, more referrals than ever before, and most importantly, better estate plans for her clients. When it comes to the estate planning process, there is no place like home.

To find out how Stephanie made this shift in her practice, please fill out the form below.


Complete the form to get your free guide

Related Resources

Industry Trends2022 Thumbnail
read
Trusts & Estates

2022 Estate Planning Industry Trends Report

The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.

Learn More
EPAW 2023 No CTA
read
Trusts & Estates

2023 Estate Planning Awareness Week - Free Marketing Package

Get free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
EPAW No CTA
read
Trusts & Estates

2022 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More

Get the Premier Magazine for Industry Thought Leaders