Comprehensive Estate Planning for
Real Estate Agents
Collaborate with us to elevate your services by offering complete estate planning solutions that safeguard your clients' assets and ensure seamless legacy management.
THE BENEFITS
Real Estate Agents
Real estate agents play a vital role in helping families build and protect their wealth through property investments. By partnering with us, you can broaden your services to include comprehensive estate planning solutions that safeguard and preserve your clients' legacies.
As a real estate professional, you have the power to elevate your services with integrated estate planning strategies. When you join our network, you can:
- Offer your clients all-encompassing estate planning solutions that protect their real estate assets and more.
- Work closely with estate planning experts to seamlessly incorporate property holdings into your clients' estate plans, ensuring their intentions are respected.
- Access a range of specialized tools and resources designed to educate families on the critical role estate planning plays in securing their future.
With FastWill You’ll Be Able To
Expand your reach by exploring new markets with a fresh offer. Set new appointments and earn 100% commission on every estate plan you deliver to your clients.
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
What advantage does offering estate planning services bring to a real estate agent?
Integrating estate planning into your services allows you to offer clients comprehensive solutions, confirming that their real estate assets are safeguarded and aligned with their financial and legacy plans, thus enhancing their peace of mind.
How can FastWill support my real estate business?
Our solutions enhance your services by offering tools that meet clients' estate planning needs, helping to build stronger client relationships and open up more referral opportunities.
Do I require specialized training or certification to provide estate planning services?
Although specific certifications can be helpful, FastWill equips you with resources and support to assist you in managing estate planning conversations with clients, allowing you to draw on your current real estate expertise.
What kinds of estate planning solutions does FastWill provide?
FastWill offers a variety of estate planning and settlement services, including wills, trusts, and probate support. Each of these services can be adjusted to address the unique circumstances of clients and their specific goals.
How can I begin working with FastWill to help my clients achieve their estate planning objectives?
Fill out the form above to discover partnership opportunities with us. Our team is ready to assist you with integrating estate planning services into your practice, empowering you to become a reliable resource for your clients’ financial and legacy needs.
