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Estate Planning with Legacy Lock

Welcome to our estate planning training program, where we empower individuals to excel in sales and the intricacies of crafting effective estate plans. Whether you're a seasoned professional or starting a new career, our expert-created materials provide practical insights to confidently navigate this dynamic field. Elevate your sales proficiency and become equipped with the expertise to make a meaningful impact in the lives of your clients.

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Your success in estate planning begins with marketing. Start your journey by providing your branding information HERE.

Two Men Shaking Hands

Introduction

Understanding Estate Planning
The government’s plan vs. your own plan
Converting a prospect to client
Legacy Lock Planning Process

Vlog

Marketing

Identifying Target Clients
Webinar Marketing

Financial Report

Sales/Lead Funnel

12- Step Process
Emails and Call Scripts

Computer Work

Client Relationship Management (CRM)

How to Use the Smartsheet
How to Use Redtail
Utilizing Asset Map

Coffee Shop Consultation

Onboarding a New Client

User Access and Permissions
Data Input and Migration

Help Center

Client Objections & Case Scenarios

FAQ and how to get help from the LegacyLock team
Using a liason to complete data collection

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