Estate Planning
Done For You l Done With You
Generate an Estate Planning Service in house - The LGen way!
How Can the LGen Estate Planning Hub help your business?
- It provides your business with a streamlined process of introducing Wills and Estate Planning to your clients
- It provides a seamless digital platform (‘The Hub’) with a unique automated Estate Planning workflow
- Your clients will enjoy a private journey of creating a professional and legal Estate Plan with minimal effort BUT WITH maximum benefits
- It’s very cost-effective for your clients AND profitable to your business!
- LGen does all the hard work and provides the legal resources and documentation on your behalf
- You can be involved as much as you want to be – OR NOT! However, you are always updated and have complete access to all conversations, decisions, and actions
- LGen team members are your back office team in providing high-quality customer service, communication, and education to your clients on your behalf
- The LGen Hub captures the most important people in your clients’ life and creates a self-generating referral system of new clients for you
- Your investment can be returned with your first 5 clients - within 4 weeks of their initial engagement.
