Estate Planning Resources
for Attorneys
Partner with us to increase the availability of affordable legal services through our tailored estate plan plans.
THE BENEFITS
We link our members with skilled estate planning attorneys like you. Enjoy access to a platform that simplifies estate planning and settlement for both you and your clients. By joining our attorney network, you’ll unlock numerous benefits aimed at supporting and expanding your practice.
Broaden Your Client Base: Attract more clients without increasing your marketing budget. Our platform connects you with individuals actively seeking estate planning and probate services.
Engage with Qualified Clients: We pre-screen clients to ensure they are committed to addressing their legal needs, allowing you to focus more on meaningful work instead of preliminary consultations.
Enhance Your Revenue Potential: More clients translate to more cases and greater revenue for your practice.
With FastWill You’ll Be Able To
Expand your practice by assisting new clients with their estate planning goals. Gain lifetime clients after providing a line-by-line estate planning review session.
Provide clients with a straightforward estate planning solution that protects their assets and safeguards their legacy, ensuring they have confidence and security for the future.
Utilize detailed client profiles to access in-depth information, allowing you to offer personalized recommendations tailored to each client's unique needs and circumstances.
Give your clients a free opportunity to secure their future without any cost, bypassing checkout entirely and providing them with peace of mind.
Client Profiles
Once your client completes their plan they will have the option to grant you access to a comprehensive Client Profile containing all the vital financial details needed to make your professional recommendations.
What Your Advisor Can Access
Financial Accounts: Information on your bank accounts, investment portfolios, and other financial assets.
Real Estate: Details about properties you own, including location and value.
Life Insurance: Coverage details, including policy types and beneficiaries.
Business Interests: Information about any businesses you own, including company details and valuation.
Insurance Agents & Estate Planning: FAQ
How much does it cost to join FastWill’s attorney network?
It is free to join our network.
How long does it take to start receiving referrals?
After deciding that we are compatible with your needs and your application is approved, you can immediately begin to receive referrals.
What types of clients typically seek out these services?
We primarily work with individuals and families that are looking for help in complex estate planning, probate estate settlement, and other related legal services.
What do I need to do to stay in FastWill’s network?
Our network attorneys must keep their licenses active, exhibit high professional standards, and provide feedback on the referral process so we can ensure the constant enhancement of our services.
How does FastWill maintain a high quality of clients?
Clients are screened early on to confirm that they are interested and prepared to work on their legal needs. We also ensure that they have provided enough information to allow for an effective pairing with an attorney.
