Become a Trust Attorney Online Affiliate
Bring Powerful Benefits to Your Clients
The problem: Your clients are ladened with responsibility for children, aging parents and other dependents, they are concerned about the care of their pets and their things if something happens to them. They want to be sure that their loved ones cared for and their belongings are distributed according to their wishes. The topic of death and “what if” scenarios may be causing stress and anxiety.
The solution: An attorney consultation and estate plan through TrustAttorneyOnline.com can give your clients peace of mind, which relieves stress and anxiety on this topic. We offer secure online attorney consultations. As an affiliate, your organization can extend a discount to your clients for our services.
Trusted Advisors Offer Competitive Financial Planning
Your financial planning strategy is only complete when you have helped clients put all the pieces into place for a secure financial future.
One puzzle piece for that secure financial future that is often left incomplete is the establishment of a will. Why?
- Complexity: Creating a will can be a daunting process involving
- Locating the desired attorney who is the best fit.
- Scheduling appointments with the attorney, traveling to their office.
- Gathering the necessary documents.
- Drawing up and submitting the paperwork.
- Lack of Urgency: The need for a will can seem distant.
- Procrastination: People tend to put off complex processes that have a low urgency factor.
The Solution is Simple: Help your clients establish a low effort, high results professionally drafted trust.
Learn how you can help ensure your clients establish a will toward the preservation of wealth and a secure financial future. Help ensure all the puzzle pieces are in place.
We have a tax attorney available to assist with the more complex and IRS issues facing your clients, including IRS audits and negotiations!
Financial and Investment Professionals
Q: Who do you work with?
A: We work with wealth managers (CPA, Financial Planners, Investment Advisers, etc) as a member of their advisory team to their clients.
Q: How can you ensure that your client’s investment is distributed according to their wishes?
A: There is a new estate planning that is invaluable to your client, which costs you nothing: simple, secure estate planning with attorney consultation through Trust Attorney Online.
Trust & Ethics: We offer legal and tax law solutions, we do not sell any insurance or other investment products. You can trust that we will not divert client investment business from your firm.