Are You Forcing People to Do DIY Estate Planning?

Rosa left the hospital last Sunday afternoon … leaving behind her best friend and husband of 53 years.

It was a lonely drive home … and it was hard to face that empty house. Her husband, Frank, had been in the hospital for almost a week and though he would be coming home soon … Rosa was scared. They may have dodged the bullet this time … but what would she do if she lost Frank?

Alone in the empty house on a Sunday evening, she hopped on Facebook … hoping to connect with friends or family to ease the loneliness … and find some comfort.

DIY estate planning

While scrolling through her news feed, she came across an ad from one of my clients … an estate planning law firm in her area. The ad piqued her interest, she and Frank had been talking about getting their affairs in order … but they never quite got around to it.

She clicked on the ad and saw that the lawyer offered a master class — and she could register and watch it right away.

Rosa watched the class that Sunday evening. She liked the lawyer, she liked what he had to say. At the end of the class, she quickly clicked on the button to schedule a free call to talk about her situation and what steps she and Frank should take next.

With the phone call booked for Monday morning, Rosa went to on to bed. She slept well that night, knowing she was finally on the right track. She had taken a positive step.

My client shared this story with me earlier this week.

He was so excited that, because he chose to advertise on Facebook, he was able to be there when Rosa needed him! The phone call went well and Rosa and Frank came in to the office together on Wednesday. Their estate plan should be wrapped up and ready to sign next week.

Rosa and Frank … and their family … are in good hands now because my client showed up at the exact moment, in the exact place that Rosa needed him.

Every estate planning lawyer should be stepping up to the plate right now…instead of forcing people to do DIY estate planning … because you weren’t there when they needed you.

That’s right. Too many estate planning attorneys are still living in their ivory towers … waiting for referrals from financial advisors or CPAs … instead of showing up for people where they are … online!

Who DOES show up online instead? Legal Zoom. Rocket Lawyer. And dozens of other DIY estate planning services that make it oh-so-easy to enter a credit card and create a will or trust … that may or may not even be valid!

If you are an estate planning or elder law attorney, you have tremendous opportunity … RIGHT NOW … to make a decision that will change your life today and in every tomorrow.

People are scared. They desperately need you.

But if you don’t show up for them — if you don’t lean into this opportunity — it’s very likely they will turn to an online document service, or DIY estate planning, instead.

They won’t have the benefit of trusted counsel guiding them through some of the most difficult times of their lives. They may end up with a faulty document that doesn’t even come close to accomplishing their goals.

Don’t go dark now. Show up for those who need you.

Book a call with our team now. Find out what next steps YOU should take … so you can show up for every Rosa who needs you … right now.

Book Now.