Estate Planning Client Communications Pack

Guides for Estate Planning Lawyers; how to ask for a client testimonial (includes templates), how to create your email welcome sequence guide (includes templates).


Estate Planning Client Communications Pack


Take your Estate Planning client communications to the next level.

Our bundle of carefully curated materials has been designed for Estate Planning firms.

First, let’s talk about the power of testimonials. Did you know that customer reviews and testimonials are a fantastic way to build trust and credibility with your audience? But we get it – sometimes it can be hard to ask for testimonials. That’s where our step-by-step guide comes in!

We’ll show you how to embed a hassle-free testimonial ‘ask’ process into your business and even throw in some swipe-worthy templates to take the guesswork out of it. All you have to do is customise with your details and links and voila – you’re ready to go.

Next up is the welcome email sequence! We all know that making a good first impression is key, especially when it comes to nurturing potential clients from Hello to Yes! That’s why we’ve put together a super quick and easy guide and email sequence templates that you can customise to wow and engage your audience right from the get-go.

What you get

1. Testimonial Guide

In this step-by-step guide learn how you can embed a testimonial ‘ask’ process into your business, how to use it, and swipe the word templates so you’ll never have to start from scratch. Simply customise with your details and add your review links.

2. Welcome Email Sequence

When someone signs up for your e-news or wants to download your thing, it’s smart to make a good first impression. Nurture them from Hello to Yes!  You get a quick and easy guide and email sequence templates you can customise and steal to wow your audience from the get-go.

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