I'm now offering to do estate planning meetings with clients on a virtual platform like Zoom. For those of you doing this - how do you find it works for you & your clients? How are you advertising this change in practice?
Zoom meetings have been working very well for our client meetings. If you have individuals who struggle with technology, you can download LogMeIn. That is a program that lets you control their computer so you can get their zoom set up for them. Free during this crazy time!
As far as advertising goes, that's a tougher one. Emails, church bulletins and local magazines are what we do, as well as Facebook posts. I hope that helps!
My clients are typically older and are less likely to be adept with their technology. I have successfully (not easily) been able to talk them through getting online with me via Zoom. It is Not their preference and not easy.
I haven't tried it yet. I have done telephone consultations in the past. My bigger concern is how to execute the documents (witnessing and notarizing) remotely. I've just read that there is pending legislation here in Massachusetts that would authorize this practice.
Yes, with email and social media we are advertising and educating the general public, our current clients and other referral sources. We are offering telephone conferences and video conferences as well
At our firm (Hull & Hull in Toronto), we use Zoom in combination with the app we developed, e-State Planner. We can collect their information through an online questionnaire, do the planning with them live on the Zoom call by sharing our screen and planning in the app, and then after the planning meeting is done, it generates the documents as well. Most clients are quite responsive to it and appreciate the visual aids. During these uncertain times, e-State Planner has actually made their entire program free, so you can try it out and see if it is useful for you and your clients.
Answers (1-8)
Zoom meetings have been working very well for our client meetings. If you have individuals who struggle with technology, you can download LogMeIn. That is a program that lets you control their computer so you can get their zoom set up for them. Free during this crazy time!
As far as advertising goes, that's a tougher one. Emails, church bulletins and local magazines are what we do, as well as Facebook posts. I hope that helps!
My clients are typically older and are less likely to be adept with their technology. I have successfully (not easily) been able to talk them through getting online with me via Zoom. It is Not their preference and not easy.
I haven't tried it yet. I have done telephone consultations in the past. My bigger concern is how to execute the documents (witnessing and notarizing) remotely. I've just read that there is pending legislation here in Massachusetts that would authorize this practice.
I am also offering virtual meetings. I advertise that in a newsletter, Facebook, Twitter. The meetings work well.
Yes, with email and social media we are advertising and educating the general public, our current clients and other referral sources. We are offering telephone conferences and video conferences as well
We are offering Zoom and phone consultations.
At our firm (Hull & Hull in Toronto), we use Zoom in combination with the app we developed, e-State Planner. We can collect their information through an online questionnaire, do the planning with them live on the Zoom call by sharing our screen and planning in the app, and then after the planning meeting is done, it generates the documents as well. Most clients are quite responsive to it and appreciate the visual aids. During these uncertain times, e-State Planner has actually made their entire program free, so you can try it out and see if it is useful for you and your clients.
I do skype with prospects after sending youtube information.