LegalVault Blog

Wednesday, November 7, 2012

Reconnecting with Past Clients

All estate planning attorneys know that effective estate plans aren’t static. As circumstances change throughout an individual’s lifetime so too must one’s estate plan. Many firms offer maintenance programs to address the evolving needs of clients. Other firms may not have the time or resources needed to develop and implement a maintenance program but nevertheless aim to serve as a continuous resource for clients long after the signing of wills and trusts.

LegalVault is a great way to continuously reconnect with past clients, regardless of whether your firm offers a maintenance program. Each time your client accesses his or her most important documents through your site, you can be certain that they’re reminded of the great value that you provide to clients.  The end of a LegalVault subscription also serves as a great opportunity for your firm to connect with clients regarding changes in the laws and an update that a client may not even know they need.

For firms who require assistance reaching out to past clients, we’re pleased to offer LegalVault ReConnect where we’ll do the hard work of following up with past clients for you. Contact us today to learn more about how estate planning firms around the county are using LegalVault to better serve current clients and reconnect with past ones.
 





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