As an authorized facilitator you will be able to arrange for your clients’ Express Estate PlansSM using a simple process:
- Share the benefits of having an Express Estate PlanSM with your existing clients and prospective clients.
- Gather the necessary client information using the ExpressEstate PlanSM Workbook.
- Schedule your client’s initial telephone conference with our attorney
- Enter client’s information into this web site using your personal access code, and forward client’s paper work to the attorney.