Legacy Referral Forms

Instructions and help about Legacy Referral Forms

if you are in the mortgage business legacy wheels and probate is giving you the opportunity to maximize your clients value and gain 260 referrals a year or more sounds too good to be true well it's actually simple when your client buys a property educate them on what a milestone they have achieved and writing a will can essentially save their family and relatives from a lot of legal implications refer that client to us and we will carefully draft their will in a sensitive and professional manner each world must have two witnesses one executor and a guardian if the client has children under the age of 18. most worlds have more executors and guardians once the will is done we contact the executor witnesses and the guardians to introduce them to us and explain their role in the will process and offer our services and of course we refer them to you we will send out your marketing material as part of our contact with clients work with you to introduce your service or they can form part of o