the problem
You deliver amazing service to your estate planning clients but youâre doubting yourself when it comes to whether your prices are appropriate.
You hate having to prepare quotes and fee estimates.
The idea of a client questioning your fees makes you want to vomit!
Your cost agreement terms are generic and donât protect you from the particular issues that arise in estate planning matters (we're talking original wills returned with paperclips, name changes after signing, attorneys requesting original wills...)
I'M HERE TO CHANGE THAT
This precedent pack includes:
- 15 pages of precedent terms to incorporate into your client cost agreement template specific to estate planning matters
- consent to executor remuneration and commission precedent (coded for Actionstep, Smokeball and LEAP)
- price list templates (in Word and Canva)
- break-even pricing spreadsheet calculator
- detailed user notes
- over 2 hours of training on pricing theory, value pricing and how to calculate your break-even price
Want a sneak peek of what's inside?
Psst... want free precedent updates and a 10% discount?Â
Create a profitable and abundant estate planning practice that is a win-win for you and your clients
Itâs time to upgrade your generic cost agreement terms to include tailored terms that protect your firm when the inevitable arises, e.g. clients refusing to sign their documents, signing and witnessing errors, delays in finalising instructions.
Feel confident and prepared with our tried and tested template price lists.
Know the bare minimum you can charge whilst still making a profit and paying yourself what youâre worth.
Understand the process of value pricing so you never leave money on the table again.
Feel confident in your pricing and know that your prices reflect your true worth whilst offering excellent value to your clients
- precedent terms to incorporate into your client cost agreement template specific to estate planning matters
- consent to executor remuneration and commission precedent
- price list templates (in Word and Canva)
- break-even pricing spreadsheet calculator
- over 2 hours of training on pricing theory, value pricing and how to calculate your break-even price
GET STARTED NOW
Is this pack right for you?
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- You are an Australian lawyer
- You prepare estate planning documents for clients
- You do not feel confident with your current prices
- Your current cost agreement terms donât protect your firm from the issues that inevitably arise on estate planning matters
- You want to learn about strategies and how to set prices that capture your true value
- You need to level up your price lists
FAQs
What's the fine print?
Do the precedents integrate with any practice management software?
Can I customise the precedents after I buy them?
Are the precedents appropriate for all Australian States and Territories?
Need more info before you make a final decision? Â
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