New Client Call Script for Estate Planning Attorneys

What’s Included:

✔ Initial Inquiry Response – A professional introduction explaining your estate planning services.
✔ Consultation Process Overview – Clearly outline what the estate planning process entails, including key documents such as living trusts, wills, powers of attorney, and healthcare directives.
✔ Pricing & Payment Explanation – A structured way to communicate costs, including how fees are collected.
✔ Appointment Scheduling Guide – Ensure a smooth booking process with availability details and best practices for setting up client meetings.
✔ Handling Common Client Questions – Pre-written responses to frequently asked questions, including trust restatements, amendments, and required documentation.

Why You Need This Script:

✅ Save Time – Quickly and efficiently handle new client calls without repeating yourself.
✅ Increase Conversions – A professional, well-structured call makes clients feel confident in choosing your firm.
✅ Ensure Consistency – Train your staff with a standardized script to provide a seamless experience.
✅ Boost Client Confidence – Clear, professional communication establishes trust with potential clients.

📥 Instant Download – Editable & Ready to Use
Available as a  customizable PDF and Word document so you can tailor it to fit your firm’s unique processes.

Make every client inquiry count – Download your new client call script today!