ESTATE PLANNING ATTORNEY TO REALTOR:

Equity Assessment to calculate Net Worth

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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.