Estate Planning is necessary for every individual, irrespective of the value of their assets. Practice in the area of wills estate planning can be very complex and time consuming as each client has different needs and requires different strategy.
We at The Legal Base (“TLB”) have skilled resource pool with expertise in end-to-end estate planning process, starting from marketing to document creation and trust administration. The team is specialized in drafting wills and trusts, wills and estate planning, probating and deed creations to name a few. We can support your in-house team in delivering world class services to your end client with any kind of complex wills planning task and prepare their family estate plans too. TLB team can guide your clients on the estate planning trusts and prepare all the relevant documents associated with them. The team is also well versed and has created many real estate planning models that can be easily accessed from a repository. The TLB estate planning lawyers can jot down all prospective points for the executor of the Will of Estate of a client so that there is no dispute in the future.
We recognise that in today’s technology driven environment, business and technology are integrated. Therefore, our endeavour towards any engagement is to not only support business operations but also drive efficiency by implementing technology transformational solutions.
- Digital/ Social Media Marketing campaigns
- Mass e-mail campaigns
- Estate Planning Webinar campaigns
- Marketing reports (ROI, Conversion Ratio)
- Data entry in your system (Prospect Data entry)
- Initial consultation appointment management
- Creating client letters (Birthdays, Anniversaries etc.)
- Initial documentation (service agreement)
- Revocable Living Trusts
- Power of Attorney
- Health Care Power of Attorney
- Living Will
- HIPAA Document
- Medicaid Planning Document
- Irrevocable Trust
- Insurance Trust
- Gifting Trust
- Business Documents (LLC or LP creation)
- Funding Letters
- Deed creation
- Supporting document/legal forms creation for Probate and Trust Administration process
- Calendar management
- Client retention operation
Why choose tlb?
Estate Planning is beyond just drafting a will, the team also makes an accounting for all the assets and wishes of a client so that it is executed smoothly in future. The team gives utmost care to the wordings they put on titles and beneficiary designations to avoid issues in the future.
Unique and flexible technology driven business specific engagement model to support your end to end in-house processes. We leverage on our expertise in Estate Planning are as well Technology to design a solution or engagement model that meets your short-term and long-term business goals.