Guides
Straight answers for estate planning practices.
Guides for estate planning practices: engagement follow-through, stale plans, referral partners, and the guardrails that matter.
- Practice systemsWhat a CRM for an estate planning practice should actually do (and why most don't)An estate planning CRM should follow the whole loop: consult, engagement letter, signing, trust funding, plan review, referral partners. What that takes.Updated 2026-09-25
- Plan reviewsReaching out about stale estate plans: a review-cycle system for a busy practiceA plain system for inviting past clients to review an aging estate plan: why plans go stale, a review cadence, what to say, and how to keep it running.Updated 2026-09-25
- Referral partnersKeeping referral partners warm: a follow-up system for estate plannersHow estate planners keep advisors, CPAs, realtors, and senior-care contacts sending work: a thank-you within a day, an update at close, a periodic touch.Updated 2026-09-25