BEST CORE7 ESTATE PLANNING ATTORNEY SCRIPTS

BEST PRIMARY REFERRAL SCRIPTS FOR THE ESTATE PLANNING ATTORNEY     

Estate Planning Atty. To Refer any Core7 Professional: Proactive Outgoing

Hi (Client's name), 
I hope you are doing well. 
I always want to make sure I stay on top of your financial situation, and with the changes going on in your life and financial strategy. There may be an opportunity to (save you money/update your Estate Documents/manage the value of your home). 
I would like to set up a five-minute phone conversation with you. I promise it won't go any longer, unless you want more information. When would be a good time to speak?

 Estate Planning Atty.: To Introduce The Lunch & Learn Program

Hi (Client's name), 
I just wanted to touch base to let you know about a corporate benefit we have. 
Would it be possible to put us in touch with a decision-maker at your company (the owner, CEO, or human resource manager) who will allow my group to come in to discuss the financial benefits of {service you ore providing the client), we will give you (provide some value, such as a closing costs discount). 
Keep in mind that it is not necessary for your entire company to attend the workshop. You will receive (provide some value, such as a closing costs discounts) The workshop can take place at your place of business or at our offices. 
We call it a "Lunch & Learn" because we provide lunch for all who attend. Anyone who closes a loan with us from your company will also receive (provide some value, such as a closing costs discounts). 
I’d like to discuss this with you. When would be a good time to speak, and what number can I reach you at? 
 
Thank you so much for the opportunity to work with you. 
 
Estate Planning Atty. To The Financial Advisor: For Tax & Financial Advice

Dear (NAME),
It was a pleasure to speak with you. I wanted to follow up with you because there are many tax and financial considerations involved in an estate plan. How is your relationship with your financial advisor who specializes in estate planning? This is a very important aspect that we should address as soon as possible.

Estate Planning Atty. to Realtor: Equity Assessment to calculate Net Worth

Hi (Client's name), 
It was a pleasure speaking with you earlier. I wanted to reconnect on something I feel is very important. 
It's always valuable to calculate your net worth accurately. This includes knowing the exact value of your home, as this can fluctuate sometimes even more than other assets. 
How is your relationship with your Real Estate Agent who specializes in equity assessments? 
 
(IF NO RELATIONSHIP) 
 
I’d like to make the introduction to the agent on my team. There is no obligation. He/She will just need a few minutes on the phone with you, and will be able to provide us with a report with a property value that reflects the current market.