Estate Planning Services Pricing Guides

• How to Send Estate Planning Proposals That Win Clients

  Create compelling proposals for your estate planning services. Learn how to present pricing clearly and professionally to close more deals.

• Moving Beyond Hourly Billing in Estate Planning

  Discover why charging hourly penalizes your expertise and explore more profitable alternatives like fixed fees or value pricing for estate planning.

• How to Price Estate Planning Services Profitably

  Learn expert strategies for pricing your estate planning services effectively. Move beyond hourly rates and charge what your expertise is truly worth.

• Best Software for Estate Planning Pricing & Proposals

  Find the right software tools to streamline your estate planning pricing, proposal generation, and client management process.

• Estate Planning Service Packages: Good-Better-Best Pricing

  Learn how to create tiered service packages for estate planning to simplify client choices and increase average client value.

• Estate Planning Discovery Process: Assessing Client Needs

  Conduct thorough client discovery and assessment in estate planning to accurately scope projects and price your services effectively.

• Streamlining Your Estate Planning Client Onboarding Process

  A smooth onboarding sets the stage for a successful client relationship. Learn how to efficiently welcome new estate planning clients.

• Discussing Fees Confidently with Estate Planning Clients

  Overcome the discomfort of talking about money. Learn professional techniques for discussing estate planning fees and handling pricing objections.

• How Much Does a Will vs Trust Cost? Pricing Guide

  Understand typical pricing ranges and factors influencing the cost of drafting wills, trusts, and other estate planning documents for clients.