LegalVault Blog

Tuesday, May 28, 2013

Delivering Tangible Value to Estate Planning Clients

The value of estate planning is largely intangible. After investing time and money in drafting healthcare directives and a comprehensive estate plan, clients don’t walk away with a brand new car or fancy diamond ring. Sadly, most clients never fully recognize the value of an experienced attorney’s advice or the impact of properly-crafted estate plans until they fall ill or experience the passing of a loved one. Many firms spend a great deal of time trying to educate clients, and the public, about the intangible benefits while others try to deliver some tangible value by providing their clients with a branded binder with the signed documents or, for the tech-savvy, a CD with the estate plan so clients can view and save the completed materials electronically.

In addition to professionally packaged estate planning documents, attorneys can also deliver a tangible benefit by offering a service like LegalVault through which clients can store all of their most important legal documents, virtual passwords and healthcare directives. Once a client is enrolled in LegalVault, he or she will receive an Emergency Access Wallet Card which allows healthcare providers to access the client’s advance directives 24/7/365.  This card, which contains emergency medical information like allergies, contact information, etc, features your firm’s branding so clients are reminded of the great value you offer every time they open their wallets.

With a simple online enrollment process, your firm has ultimate flexibility when it comes to setting up a new account and uploading estate planning documents.  Many firms we work with include the enrollment form as part of their intake forms, allowing them to get an account set up right after the initial consultation with the client. With the fastest turnaround time across the industry, firms receive the wallet cards in just a few days, allowing them to have this nice takeaway in time for the signing ceremony. In addition to leaving with their completed documents, clients walk away from the estate planning process with their LegalVault account information and peace of mind knowing that with this investment in the future, their wishes will be honored during their lifetime and beyond.
 





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