Many clients delay estate planning because they lack liquid funds to pay for it. Yet, right now, millions of Americans are receiving their tax refunds. There is a marketing opportunity here for the savvy estate planning attorney.
- 78% of Americans expect a tax refund.
- The average tax refund is over $3,000 (much more than the average cost of a new estate plan).
Call a marketing meeting this afternoon and figure out a way to reach new clients to create new estate plans and old clients to update their estate plans. They have cash. Convince them to spend it on your services.