Business Partner Town Hall Meetng
​​​​​​​Partnering for Success: Launching New Business Partner Assist Program

Here is What To Expect During Our Town Hall Meeting:

We’re excited to invite you to our upcoming virtual Town Hall meeting where we will be unveiling our brand-new Business Partner Assist Program! This program is designed to streamline the estate planning process for both you and your clients, ensuring a more seamless and committed experience.

  • Stronger Client Commitment: Clients will complete a few easy forms and make a payment for their trust during your estate planning discussions. This reduces the risk of delays, cancellations, and no-shows.

  • Enhanced Client Experience: By guiding your clients through these initial steps, you'll reinforce your role as their trusted estate planning advisor.

  • You'll have an even simpler way to work with us, ensuring that your clients receive personalized service from our experienced estate planning attorneys.

  • John Knickerbocker

    AmeriEstate Estate Planning

  • Michelle Reese-Johnson

    AmeriEstate Estate Planning

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