Why you need friends who do estate planning

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No matter what type of practice you have, you should seek out and befriend estate planning attorneys.

Why?

  • Because estate planning attorneys have clients who need what you do and can usually afford to hire you. Damages from wage loss, business loss, or divorce are often higher.
  • Because estate planning attorneys don’t have to wait for “something” to happen, ie., a loss, litigation, which means they have a bigger universe of prospective clients available to them.
  • Because estate planning attorneys often do types of marketing you may not do (seminars, advertising, direct mail), bringing in a steady stream of new clients they can refer.
  • Because estate planning attorneys usually offer services at different price points, appealing to a wider spectrum of clients.
  • Because estate planning attorneys usually write a newsletter and/or otherwise stay in touch with their clients and prospects, giving them more opportunities to tell people about you and what you offer.
  • Because estate planning attorneys network with many other professionals they can introduce you to.
  • Because estate planning clients associate with people of similar age, background, income, and need for estate planning, so estate planning attorneys usually get more referrals they can refer to you.
  • Because most of your clients will need estate planning someday and you’ll want to have someone to whom you can refer them.

If you’re looking to build your network of professional contacts, estate planning attorneys are a good place to start.

If you are an estate planning attorney, now you know what you have to offer other attorneys.

How to get more referrals from other professionals

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